End customer portal
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G J
Could there be a provision to have a portal for end customers (i.e customers of our agency clients) so they can manage bookings, payments, send documents and communicate with our clients.
vcita.com has a portal solution for agency clients. So we must also have something similar if not better.
Also could the portal be used for multi-purpose based on the client business/niche. i.e. a tenant portal for landlords or property businesses to manage tenants, payments, submitting issues, uploading & managing files, images, agreements and documents etc. Here's a sample screenshot.
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G J
Sales & Marketing:
Photographers, for example, use customer portals that offer much more than that offered by the native HL client portal. You can only see billing, documents, courses and access the community within the client portal at the moment. Its not yet possible to display photo galleries, with option to download photos, view contact info or business hours, chat with the business, view past or upcoming bookings or make a new booking, view an estimate of say a wedding photography project, sign a contract, pay an invoice or a charge, view all invoices, upload files or documents etc.
Also I use opportunity custom fields for capturing price quotes and job info and it would be great to let customers view all relevant info in a table.
Having these would be useful for most businesses, and make the HL offering complete. We’re forced to look at 3rd party solutions until when all these are available natively.
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Dan Orr
Wondering if this would be suitable for my videography agency for clients to upload raw footage for me to edit, and then return?
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Jacob Radcliffe
Yes like this tech https://www.moxo.com/
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Jan
Yes, it s very important, that a subscription plan from the end user can be canceld by the end user itself. Please make it real!
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Tom Pacheco
Need this too. Also, some of their customers may have more than 1 job going at a time. We are using a separate opportunity for each "job." Would be great if we could also display different opportunity info on this portal. This needs alot more upvotes!
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G J
RevEx Group, Core Platform & Sales & Marketing: Here's a sample agency portal.
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Sheikh Mishu
definitely need this, we always get this request from our clients.