All You Need to Know About WordPress Client Portal

Posted by CRMJetty on November 27th, 2020

If you have a business, it means you need to have smooth and clear communication. 

You can keep the communication intact through a live chat system. Otherwise, you can implement a ticket system, where customers can raise tickets for queries and wait for the reply. 

You can also dedicate a separate team for customer support. There are several options on hand. However, the best option would be to set up a WordPress customer portal. A customer portal would allow easy sharing of documents and other relevant information between customers and businesses.

Want to know more about it?

Alright! Let’s see how this WordPress client portal can do all the communication work. 

What is a client portal

Before we dive in to know about the perks of a WordPress customer portal, let’s first understand the meaning of the client portal.

A client portal is a platform where your customers can access their details and share important documents with the organization. It allows customers to interact securely.

Customers can access their dedicated space using login credentials. 

Why you should go for a WordPress customer portal

Though there are loads of benefits of having a WordPress customer portal, let’s see a few:

• Saves Time

It is one of the most important benefits of a WordPress client portal. Customers can find and sort their documents and data independently rather than spend hours writing emails and waiting for a reply.  

• Data Security

When it comes to the WordPress client portal, they have security features like firewalls, SSL certificates, and malware protection to safeguard customer data. Further, it allows us to define the levels of users and their access to the portal.  

• Increased Productivity

Along with saving time, the WordPress customer portal also enhances your business and staff’s productivity. Your team can focus on priority-based work rather than on communication channels.

• Improved Collaboration

WordPress customer portal allows customers to access their dedicated space whenever they want. This feature enhances the customer experience and their relationship with the business. No inconsistency or inaccuracy in the data favors a strong association. 

Different ways to use WordPress client portal

WordPress client portal streamlines communication between the customers and the business. It offers a lot of benefits and is easy to implement. Its nature of integrating plugins and extensions in a few clicks makes it more demanding. 

Here we will see about the different ways you can leverage the WordPress customer portal.

• Virtual Classrooms

The client portal can be used for virtual classrooms where there’s constant back and forth communication between instructors and the students. By creating a separate portal for students and staff, you can provide them with a dedicated area to access their information. It will also reduce the instructors’ workload. Instead of sharing similar information with each student individually, they can upload it on the LMS, and students can view it from their dedicated space.  

• Membership Sites

Membership sites need customer portals more than others. With customer portals, members can manage their subscription and personal information. They can easily upgrade to a new plan or subscribe to a new service. Through a separate portal, members can also view their activities.

The Last Words

WordPress client portal can automate the communication between you and your customers. It can also help to streamline the operations and reduce the back and forth activities. So, if you are planning to bring in a WordPress customer portal for your customers, do not hesitate. Go for it!