A CRM system with an integrated client portal allows businesses to provide their customers with a secure online portal to access their account information, view invoices, make payments, and communicate with customer support.
This feature is particularly useful for businesses that offer ongoing services or products to their customers.
There are several benefits to having a CRM system with a built-in client portal:
- Improved Customer Experience: By providing customers with a secure online portal to access their account information and communicate with customer support, businesses can improve the overall customer experience. Customers can access the information they need quickly and easily without having to call or email customer support.
- Increased Efficiency: A CRM system with client portals can automate many tasks, such as invoice generation and payment processing. This can save businesses time and resources, allowing them to focus on other important aspects of their business.
- Enhanced Communication: A client portal can improve business and customer communication. Customers can easily communicate with customer support through the portal, and businesses can respond to customer inquiries quickly and efficiently.
- Improved Customer Retention: Businesses can improve customer satisfaction and retention by providing customers with a personalized, self-service portal. Customers are more likely to remain loyal to businesses that provide them with an easy and convenient way to access their account information and communicate with customer support.
Best CRMs with Client Portals
Lots of CRM companies provide client portals in their software; after all, offering customers an easy, fuss-free way of monitoring their accounts and communicating with the company is one of the best ways to increase customer satisfaction.
These are some of the top CRM software providers with customer portals to help businesses provide their customers with easy access to account information and make payments.
- Zoho CRM: Zoho CRM’s client portal feature allows businesses to provide their customers with a personalized, secure portal to access their account information, view invoices, and make payments. The portal is fully customizable, and businesses can add custom branding to make it their own. Zoho CRM offers a free plan for up to three users with limited features. Paid plans start at $12/user/month and include additional features such as workflow automation and sales forecasting.
- Salesforce: Salesforce’s community cloud feature includes a client portal that businesses can use to provide their customers with a personalized experience, including access to support resources, knowledge articles, and community forums. The portal is fully customizable, and businesses can add custom branding to match their website. Salesforce offers a variety of plans, with prices ranging from $25/user/month to $300/user/month.
- HubSpot CRM: HubSpot CRM’s self-service portal feature allows businesses to create a portal where their customers can access their account information, view invoices, and make payments. The portal is fully customizable, and businesses can add custom branding to match their website. HubSpot CRM offers a free plan with limited features and paid plans starting at $45/month/user.
- Bitrix24: Bitrix24’s client portal feature allows businesses to provide their customers with access to their account information, view invoices, and communicate with customer support. The portal is fully customizable, and businesses can add custom branding to make it their own. Bitrix24 offers a free plan with limited features and paid plans starting at $19/month for up to 2 users.
- Insightly: Insightly’s customer portal feature allows businesses to create a portal for their customers to access their account information, view invoices, and make payments. The portal is fully customizable, and businesses can add custom branding to match their website. Insightly offers a free plan with limited features and paid plans starting at $29/month/user.
- Pipedrive: Pipedrive’s client portal feature allows businesses to create a portal for their customers to view their account information, including deals, invoices, and payments. The portal is fully customizable, and businesses can add custom branding to match their website. Pipedrive offers a free trial and paid plans starting at $12.50/user/month.
- Agile CRM: Agile CRM’s customer portal feature allows businesses to create a portal for their customers to view their account information, including deals, invoices, and payments. The portal is fully customizable, and businesses can add custom branding to match their website. Agile CRM offers a free plan with limited features and paid plans starting at $8.99/user/month.
- Freshworks CRM: Freshworks CRM’s client portal feature allows businesses to create a portal for their customers to view their account information, including deals, invoices, and payments. The portal is fully customizable, and businesses can add custom branding to match their website. Freshworks CRM offers a free plan with limited features and paid plans starting at $12/user/month.
- SugarCRM: SugarCRM’s customer portal feature allows businesses to create a portal for their customers to view their account information, including deals, invoices, and payments. The portal is fully customizable, and businesses can add custom branding to match their website. SugarCRM offers a free trial and paid plans starting at $52/user/month.
These are just a few of the top CRM software providers with AI-powered client portals that can help businesses better serve their customers. With customizable features and a range of pricing options, there is sure to be a CRM software provider that fits your business’s unique needs.
Conclusion
A CRM system with an integrated client portal can help businesses improve their customer experience, increase efficiency, enhance communication, and improve customer retention.
By providing customers with a secure online portal to access their account information and communicate with customer support, businesses can improve their relationships with customers and grow their business.
