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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Introducing the ultimate solution for insurance brokers. This professional customer portal is both straightforward and secure, available for just €19 per month. Our innovative Client-Cloud technology empowers small and medium-sized enterprises to implement a customer portal swiftly and without the burden of high development costs. The outcome is exceptional; a top-tier portal offered at a consistent, low monthly rate. So, what is Client-Cloud? It is crafted with the intention of providing personalized attention to your clients and comprises two components: a customer portal for your clients and a management portal for your organization. Client-Cloud is tailored for those who stand out from the crowd of typical entrepreneurs. By utilizing your customer portal, you can enhance your service offerings and foster greater customer loyalty, ultimately driving increased sales from your existing clientele. Setting up your personalized customer portal takes a mere 10 minutes, allowing you to create a professional presence that reflects your brand identity, all without requiring any technical expertise. Select the subscription plan that fits your business needs today.

Description

Effortlessly gather and distribute client documents and data while enhancing your workflow efficiency. Establish your virtual office front with a user-friendly and elegantly designed client portal that provides clients with round-the-clock access to their files. This portal is conveniently reachable from any device, anytime, anywhere. Enhance your brand's visibility by incorporating your logo and a personalized subdomain, which will appear on your login screen, within the portal, and in all email communications. Unlike other client portals that confine you to their restrictive file systems, ClientTable stands out as the sole portal offering seamless integration with your personal cloud storage. Documents within the portal can be accessed via your storage's web interface, desktop application, and mobile app. Additionally, files saved from your desktop can be instantly shared with clients through the portal, allowing you to share any folder or file, including sub-folders and individual items. With ClientTable, managing your client interactions becomes more efficient and user-friendly.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dropbox
Google Drive
Microsoft OneDrive

Integrations

Dropbox
Google Drive
Microsoft OneDrive

Pricing Details

$69 per user, per month
Free Trial
Free Version

Pricing Details

$14 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

OIIO

Founded

2019

Country

Netherlands

Website

www.getoiio.com

Vendor Details

Company Name

ClientTable

Country

Canada

Website

www.clienttable.com

Product Features

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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