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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
Introducing a secure, self-service board management platform designed specifically for small to medium-sized businesses, without any binding contracts. Our cloud-based solution allows you to manage every facet of your board meetings seamlessly, including the storage of documents, agenda preparation, board pack compilation, and the digitization of minutes, among other features. Say goodbye to fragmented tools and the hassle of searching through buried emails or chaotic SharePoint folders; your team will have timely access to critical information whenever needed. With the Future Directors Board Portal, you can oversee, engage in, and streamline all governance activities from a singular location. Since many of the most significant cyber threats target boards, it’s essential to stop sharing sensitive information through email. Our secure platform empowers you to manage how information is shared and who has visibility into it. Avoid expensive software subscriptions and instead enjoy our user-friendly service that helps you save costs. Equip company secretaries with the necessary tools to perform their roles effectively, while maintaining complete control over access to sensitive company data and the ability to make necessary changes. By consolidating all these functionalities, you can enhance governance efficiency and security.
API Access
Has API
API Access
Has API
Integrations
Datto RMM
IRSLogics
WordPress
Pricing Details
$199 per year
Free Trial
Free Version
Pricing Details
$30 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
Future Directors
Founded
2015
Country
Australia
Website
www.futuredirectors.com
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Board Management
Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking
Company Secretarial
Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search