How to Choose the Right Client Portal for Your Agency

Having an effective client portal is key to growing your agency and keeping your customers happy.

But how do you choose the right one?

Choosing the right client portal: 5 things to look for

Client portals aren’t just a good idea—a growing number of customers expect them. They’re part of the overall customer service experience that will help keep your clients happy and loyal.

If your agency isn’t delivering a great experience, you risk falling behind and losing business to the competition. 

If you’re looking to add a client portal to your agency, here are five questions to ask as you search for the right tools for your business. 

1. Will it easily integrate with my existing site?

If you’re transitioning from an agency or freelancer to a business that offers productized services, you probably already have an existing website. Rather than tear everything down and rebuild, you can save time and money by using a client portal that integrates seamlessly with your site. 

Look for a solution that allows you to add important functionality to your website, including a way for your customers to receive automatic invoices and make payments directly online.

Your client portal you choose should also be flexible enough to accommodate future upgrades and additions to your site so you don’t have to reinvent the wheel each time you make a change.

2. Is it customizable? 

Your agency is unique. The client portal you choose should be adaptable to your specific needs as a business. At the same time, you want plug-and-play functionality that lets you get up and running as soon as possible. Look for a variety of customization options, including:

  • Ways to incorporate forms, such as onboarding questionnaires and invoicing. 
  • An interface that complements your existing website.
  • Navigation tools that make it easy for customers to get the help and information they need automatically. 
  • White label options to add your own logo and images. 

A good client portal puts you in control so you can choose how customers view your site and what kind of experience they have. 

3. Does it make work easier for my team?

First and foremost, the function of a client portal is to make customer service instantly accessible for your customers. However, it should also include tools that lighten your team’s workload, streamline tasks, and keep everyone on the same page. 

Keep an eye out for client portals that offer:

  • Easy ways for clients to communicate to your agency and your team members
  • Self-service options for clients to manage their own subscription
  • A dashboard that lets you assign client requests to team members, track a project’s progress, and stay on top of updates with automatic notifications 

With the right solution, you can keep customers happy and make sure your team is free to focus on what they do best. 

4. Does it let me easily collect feedback?

It can be difficult for a business to measure the customer experience. Did the customer walk away happy? Will they be back? How can you tell?

That way, you can capture invaluable customer service analytics that help you make critical adjustments to the way you offer your productized services. 

One way to do this is to find a solution that gives you the ability to collect feedback through forms built into your portal. Measuring the customer experience allows you to improve your services and processes. 

5. Does it streamline communication? 

The most important thing when running a service business: Good communication.

A good client portal will automate communication between your customers and your team, eliminating time-consuming back-and-forth. This can help keep your client communication uniform, so nothing slips through the cracks or gets overlooked as you onboard new customers and work on projects.

It also ensures your clients can have specific expectations about how a project or request will unfold each time they purchase your productized services. This reliability and dependability can help put your clients at ease while reducing the burden of manual communication on your team. 

Get a client portal that works for your business

Want to see a client portal in action on your agency’s website? ManyRequests gives you the tools you need to make exceptional customer service a key feature of your business. Sign up for a free 14-day trial to see firsthand how ManyRequests can transform your agency into a customer service powerhouse.

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