Slimbot
UsersWhat is Client Portals?
With Customer Portals, you give each customer their own secure environment where they can find their cases, conversations or documents. It looks professional and saves you questions, because customers find much themselves.
How does it work?
- Create a portal per customer in your own branding.
- Decide what the customer sees: messages, files or progress.
- Invite the customer with a secure login link.
- Update the portal and the customer sees the update immediately.
Use cases
Marketing agency: client follows ongoing projects in their own portal.
Accountant: client submits documents and sees the status.
Contractor: client follows the planning of their project.
Adviser: client finds appointments and documents in one place.
Benefits
- Professional appearance under your own brand.
- Less back-and-forth e-mailing: customers find it themselves.
- Each client sees only their own environment, securely separated.
- More trust because everything is clearly organised in one place.
Frequently asked questions
Can a customer accidentally see another customer's data?
No. Each portal is strictly isolated. A client sees only their own environment and nothing from others.
Will my own logo and name appear on the portal?
Yes, the portal runs under your house style. For your customer, it feels like your own environment, not a separate system.
Also within Users
Use customer portals for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.