Client Portals

Platforms

Enhance Client Experience with a Fully Managed Client Portal

Give your clients 24/7 access to essential services, documents, and communications with a secure, custom-built Client Portal. Whether for support tickets, invoicing, project management, or file sharing, our portals provide a centralised, easy-to-use platform that improves efficiency and customer satisfaction. Integrated with your existing CRM, billing, and helpdesk systems, our custom client portals streamline communication, reduce admin workload, and offer a seamless user experience.

What’s Included?

Secure and intuitive client portals. Provide your clients with a personalised space to access files, communicate pay invoices and get support all in one convenient and user-friendly platform.

From

POA

*A quote is required to access your current systems and needs. Prices shown exclude VAT.

What's included

Custom domain set up

Notifications system

Systems Integrations

“Fantastic service, Lindy was always timely and very responsive on the administrative side and Henry’s design work is unparalleled. Totally got what we were looking for and made all my random little requests possible. Highly recommend the team at Cloud Digital!”

"Always a pleasure to do business with them and work with them, the creativity language it’s exceptional and the communication with them it’s so easy, also the work ethic and vibe it’s so good, and the final results are high in quality and meet the expectations. Great team ! Thank you Cloud Digital Solutions 🫶🏻"

"I cannot recommend Cloud Digital Solutions highly enough. Aside from being really lovely people to work with, Henry has created such a wonderful website for my business. I launched my website last week and I have had so many amazing comments about it. Henry knows his stuff and also knows how to explain things to someone who is a novice to the world of website creation. Very professional and creative. I couldn't be happier."

FAQ

Find answers to common questions. If you would like to know more, then feel free to just ask.

A Client Portal is a secure, online platform that allows your clients to access invoices, request support, download documents, track projects, and communicate with your team in one place.

Our portals are tailored to your needs and can include: Invoice management & payment processing Support ticketing system Project tracking & task management File sharing & document storage Private messaging & notifications.

Yes! We integrate client portals with CRMs (HubSpot, Zoho, Salesforce), invoicing software (Xero, QuickBooks, Stripe), and helpdesk platforms (Zendesk, Freshdesk, WHMCS, etc.).

Absolutely! Our portals use SSL encryption, multi-factor authentication, and role-based access controls to keep your client data safe.

Yes, our Client Portals are fully responsive, allowing clients to access their accounts from any device, including desktops, tablets, and smartphones.

Yes! We design fully white-labeled portals with your branding, colours, and logos for a professional, seamless experience.

Yes, we offer maintenance, security updates, and feature enhancements to ensure your portal stays up-to-date and runs smoothly.

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Client Portals

Client Portals

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