Offer your clients a premium, self-service experience.

Branded Client Portals

Secure, branded portals where your clients can log in, view documents, track progress, or interact with your team.

Empowering Your Clients with Self-Service

Enhance your client relationships and streamline communication with a custom-built client portal from Teklytic. Our secure, branded portals provide a centralized hub where your clients can access important documents, track project progress, submit requests, and communicate directly with your team. This self-service approach improves client satisfaction, reduces administrative overhead, and positions your business as a modern, client-centric organization.

Features of Our Client Portal Solutions

Secure Document Sharing: Safely share contracts, invoices, reports, and other sensitive documents with clients.
Project Progress Tracking: Allow clients to view real-time updates on their projects, milestones, and deliverables.
Customizable Dashboards: Provide personalized dashboards with relevant information and quick access to key features.
Communication & Collaboration Tools: Integrated messaging, ticketing systems, and feedback mechanisms for seamless interaction.
Brand Consistency: Designed to match your brand's aesthetics, providing a cohesive and professional experience.
User Management: Robust controls for managing client accounts, permissions, and access levels.

Frequently Asked Questions about Client Portals

How secure are client portals?

Security is our top priority. We implement advanced encryption, multi-factor authentication, and strict access controls to ensure your and your clients' data is fully protected.

Can the client portal be integrated with my existing CRM?

Yes, we can integrate your custom client portal with your existing CRM or other business systems to ensure data synchronization and a unified client view.

What kind of businesses can benefit from a client portal?

Service-based businesses, agencies, consulting firms, financial advisors, legal practices, and any business that regularly interacts with clients and shares information can greatly benefit from a client portal.