Slimbot
Customer portal
Project Status
Your customer follows live where their project stands.
What is Project Status?
With Project Status, you let customers track the progress of their ongoing project in the portal themselves. They see which phase is complete, what's happening now and what's coming next, without having to call for an update. That builds trust and saves you a lot of follow-up work.
How does it work?
- You set up the project phases or milestones that suit your work.
- At each step you update the status, or it happens automatically upon an action.
- The customer sees in their portal exactly where the project stands.
- In case of an important change, the customer automatically receives notification.
Use cases
Benefits
- Far fewer phone calls asking 'how's it going?'.
- Customers feel involved and well informed.
- Clear phases set realistic expectations.
- Automatic notifications keep everyone informed.
Frequently asked questions
Do I have to manually update the status for each project?
You can update the status manually, but many steps can also automatically follow an action in the portal. So it costs you hardly any extra time.
Can I adapt the project phases to my own workflow?
Yes, you decide which phases or milestones there are and what they're called. That way the overview matches exactly how you work.
Does my customer also see internal notes?
No, the customer only sees the status and information you share. Internal notes and intermediate steps remain behind the scenes.
Also within Customer Portal
Use Project Status for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.