Engage each prospect, colleague, and client with a hyper-personalized portal. The portal can be branded with your company’s logo and colors. It can also be customized with the content that each customer wants to view. The portal will include a secure messaging system so that customers can communicate with you easily and quickly. They can also request quotes, track orders and access their account information.
The tools are connected to ZOOM or JITSI for video calls or video conferencing. The task management system will keep you organized and on track. You can create to-do lists, set deadlines, and collaborate with team members. The project management system will help you to keep track of your progress and ensure that each project is completed on time.
The portal is embedded into a full CRM which helps manage tasks and customer interactions. The CRM also includes a lead scoring system that grades each prospect’s interest in your product or service. This information can be used to prioritize your time and effort.