How do you use client portal?
You can use client portals as a way to connect with customers, streamline invoices, manage tasks, and manage file downloads.
What is a CRM client portal?
A CRM client portal is a software that allows clients to manage their projects, invoices, tasks and communicate with the service providers to make sure everything is going as planned.
There are dedicated CRMs for it, but you might want to consider a WordPress alternative for better client portals. For example, you can build a client portal with Softr and get a great client portal experience without any plugins.
Are client portals safe?
Client portals are safe, as long as you use reliable software to create them. Make sure your software allows for proper user access level controls, and that you have access logs to check if there are any issues.