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Synergist Express
Call us 0870 444 9565
Home > Features > Client Portal
Complete Job Management System for Agencies and Consultancies 
  • From winning new business to job costing, delivery, billing and reporting
  • Capture and track all related information including e-mails and attachments
 

Client Portal

The Synergist Client Portal gives your clients controlled access to their jobs 24hrs per day from any web browser.

One of the biggest challenges in project management is ensuring effective communication with your clients. Having all their jobs, threaded messages and related files in one place, accessed by a simple web 2.0 interface gives you a professional solution to this problem. It allows you to deliver excellent client service whilst reducing your workload.

Synergist Client Portal 

 

The video tour gives an overview of the simple and professional interface you could present to your clients along with a demonstration of the features available.

The client portal module can be activated remotely and requires just simple configuration to your internet routing to allow your clients remote access.

 

Synergist Client Portal Video

Click Here to View Video


  

 

          Benefits to Clients


          Benefits to Synergist Users

 
 
  • Live visibility of job information 24/7                                           

  • Deliver valuable client service even when you're not available
  • Messages presented in a threaded format by job giving a full history of communications

  • Remove the problem of bloated inboxes full of duplicate proofs etc
  • Files attached to jobs ensure everyone has instant access to the same version

  • Avoid conflicts with clients over poor communication               
  • Access to all historical jobs with powerful search facilities       

  • Build a valuable resource of information improving client retention
  • Request jobs / amends with attached files at any time and track progress

 
 
 

If you would like more information please contact us on 0870 444 9656 or via the contact us page.

"Once the decision to install Synergist across our sites was made the entire project has been handled in the most professional manner. From our initial fact finding meetings, through training and finally installation and set-up the overall experience has been excellent."
Dave Ewers, Systems Manager Stars Digital, part of the Leo Burnett Group
 
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