3 minute read

Why give your clients a portal

How a simple client portal cuts admin, speeds up payment and makes a small business look established.

"Can you resend that invoice?" "When are you coming?" "Do you have the plan from last month?" Every one of these questions costs time. A client portal answers them before they are asked.

Everything in one place

Clients see their invoices with what is owing, their quotes, upcoming bookings and the files you have shared. No digging through email.

Faster payment

When the invoice and the pay button sit side by side, clients pay sooner. The same goes for accepting quotes.

Fewer calls and emails

Booking times, documents and balances are always there, so clients stop needing to ask.

A professional look

A branded portal makes a small business look established and organised, which builds trust with new clients.

How CAQA Ops helps

Invite a client from their record and they sign in with a code sent to their email, so there is no password to forget. They see only what you have shared, and client logins are always free.