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Custom CRM & Client Portal

$997.00 $799.00 Sale
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Streamline communication and collaboration with our custom-built client portals. Provide your clients with a seamless experience, enhancing trust and efficiency.

Order Includes:

- (one) Business Client Manager Software (CRM) with custom branding design and setup 

- (one) Client Portal Software with custom branding design 

- (three) Custom Dashboards (Owner,Staff,Client)

- Custom Branded Login Page 

- (one) client onboarding workflow - includes 1 form with 50  or < less questions 


Build-out Timeframe:

- 21 business days (once all information has been received)


How Will This Product Help My Business: 

- Client Managers and Client Portals are an EXCELLENT ways to manage your clients JOURNEY. A client portal allows you to communicate with your client and deliver resources 24/7 on automation. Client manager systems allow you to have a way to manage client tasks, delivery, communication and more. The client manager also allows you a scure place to manage your staff as well.


After I Order What Can I Expect:

- You will receive a link to register for our client portal. Here you will be able to check the status of your order, communicate with our processing team, and order new products or add-on's.


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