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Description
Distinguish yourself from the competition by offering your clients a streamlined and efficient client portal. This Client Portal seamlessly integrates with WordPress, enabling you to oversee client projects without the clutter of traditional project management tools. Projects often become chaotic; if you handle client work, you're familiar with the challenges of monitoring various tasks and deliverables. The majority of documents exchanged tend to be sent via email, which can easily get lost in the clutter of both your inbox and your client's. Whether you're searching for a proposal from six months ago to clarify the project scope or your client is trying to locate a Google document with a draft they need, this can lead to frustration. The Client Portal is a straightforward, lightweight WordPress plugin that you can implement on your website immediately, providing your clients with an organized way to track project progress and access all necessary files at their convenience. Say goodbye to frequent requests like "Can you resend our logo? I can't find it!" as this solution ensures everything is right where it should be. By enhancing your client experience, you'll foster better communication and satisfaction.
Description
With DD Tech, you have the flexibility to manage your ConnectWise and Autotask tickets from any location and on any device of your choice. The platform offers a highly customizable Service Catalog alongside advanced Custom Forms, enabling you to provide prompt and pertinent support to your users right from the first contact. Maintain an open line of communication with your users and continue to deliver outstanding service through DD Chat. Additionally, you can utilize templated emails that permit users to contribute notes to their tickets or initiate conversations with your technicians. From collaborating on tickets with clients to creating interactive service experiences, DeskDirector is designed to fulfill the diverse requirements of your Managed Service Provider (MSP) setup. This comprehensive approach ensures that all aspects of user engagement and service delivery are seamlessly integrated.
API Access
Has API
API Access
Has API
Integrations
Datto RMM
Autotask PSA
Bigger Brains
ConnectBooster
ConnectWise CPQ
Datto Workplace
IRSLogics
Microsoft Power Automate
QuoteWerks
Wise-Pay
Integrations
Datto RMM
Autotask PSA
Bigger Brains
ConnectBooster
ConnectWise CPQ
Datto Workplace
IRSLogics
Microsoft Power Automate
QuoteWerks
Wise-Pay
Pricing Details
$199 per year
Free Trial
Free Version
Pricing Details
$97 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
Client Portal
Country
United Kingdom
Website
client-portal.io
Vendor Details
Company Name
DeskDirector
Founded
2012
Country
New Zealand
Website
www.deskdirector.com
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
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