Sarah Jacobson 
Client portals or customer personal accounts have become excellent tools for communication. Thanks to user-friendly interfaces and well-thought-out features, users can access the necessary information at any time and from anywhere, track their orders, and more. Each company may have its own requirements; for example, patient portal software development will differ from creating a customer account for an online store. However, there are basic functions that must be considered in any case.
The 3 Main Functions Of A Client Portal Are:
A client portal is named as such because it should be user-friendly above all. And what concerns users today? Security, timely access to necessary information, and the ability to provide feedback. The functions discussed below should meet these requirements.
Two-factor authentication
In user portals, people leave their personal information, which is often confidential. Therefore, the main task of the developer is to do everything to protect the data. Therefore, the user should be confident that everything related to their address, phone number, and payments is securely protected.
Notifications
Any information that is important to your client should be available to them as soon as it becomes available. It is not advisable to rely on the assumption that the person will periodically log into their personal account and search for the latest news.
Setting up at least one, but preferably several notification options for clients has become almost mandatory for successful business operations.
Feedback
There must be an online chat function on the portal. Even if a company strives to deliver information to customers about their projects or purchases quickly and simply, questions will still arise. This issue is addressed by having a chat with an operator.
When a client opens their account, they should feel that they have been taken care of, their time is valued, and their security is a priority.
The 3 Main Functions Of A Company Portal Are:
It is crucial to understand that user portals are not only oriented towards the users themselves. Companies should also benefit from such software. Let’s discuss the functions for businesses.
Payments
If a client can make payments through their portal, it significantly simplifies life for both the client and the company. Integrating multiple payment systems can be convenient and beneficial for the business.
In fact, without the involvement of a manager, the client can self-serve, which greatly reduces the workload on the staff.
Design
It goes without saying that the client portal should fully align with the company’s style in terms of appearance. However, it’s not just about the design. For instance, when a client receives a contract or an invoice is generated on the portal, the company’s logo will automatically be added to these documents.
Expansion And Automation
The ability to connect necessary tools and services is crucial for a company. While they may not be needed today, as the business grows and evolves, this function becomes essential.
A customer-oriented business does not question whether they need to order application development or why their customers need a portal. Companies understand that this impacts the reputation and image of the company, its development, and success.
About Author
