Client portal software

Deliver exceptional experiences with client portal software

Providing exceptional customer experiences is a top priority for businesses in all industries. By making it easier for customers to communicate, collaborate, and get the information they need, businesses can more successfully win and retain clients.

While many companies have invested heavily in collaboration solutions for internal stakeholders, many businesses lack the tools for effortless client collaboration. Employees are often left to communicate with clients via email attachments, file sync and share solutions, SharePoint repositories, and other systems that represent a confusing mix of technologies and platforms.

A client portal from Hubshare can solve this problem by enabling companies to provide clients with secure access to documents, resources, processes, people, and discussion threads. With Hubshare’s client portal software, businesses can quickly and easily customize portals for every client or project, and enhance client engagement through collaborative working, secure file sharing, and project management.

Collaborate and share

See how M-Files enables efficient information sharing and collaboration.

The advantages of client portal software

Client portal software uses a company’s extranet to provide clients and customers with access to a website where they can securely exchange documents, engage in conversations, and collaborate on projects. This approach to client relationships offers several key advantages.

Greater security

Client portal software offers a far more secure way to communicate with clients than email. A secure client portal employs enterprise-grade security technology such as SSL encryption, firewalls, virus protection, and two-factor authentication.

Easier access

Portals enable clients to login at any time, from any location, and on any device. All the documents, contacts, conversations, and resources they need are gathered in one place, streamlining workflows and improving the quality of collaboration.

No versioning headaches

When your employees collaborate with clients by emailing attachment back and forth, they inevitably end up with multiple versions of documents, making it hard to identify the most up-to-date version. Client portal software lets your workers establish a single, authoritative version of every document and provides links that employees and clients can use to access it for collaborative editing.

Better customer experiences

Client portal collaboration software makes it easier for customers to get the information they need. As a result, companies can significantly improve relationships to drive client retention and value.

Enhance collaboration with Hubshare and M-Files

M-Files, an intelligent information management solution for the digital workplace, offers client portal software through Hubshare. With Hubshare, companies can access a secure and branded digital workplace portal designed to facilitate external collaboration. Hubshare provides unlimited customer-specific portals that can be easily customized to meet the unique needs of any customer. You can easily synchronize documents, share event information, present financial dashboards, and make it simple for clients to collaborate efficiently with employees and internal teams.

With a Hubshare client portal and collaboration tool, you can create a hub for all documents, contacts, and resources related to a single client, making it easier to find and track documents and data. Clients can use the portal to communicate with employees and teams inside the company as well as partners and other entities outside the business. An intuitive user interface and mobile friendly platform ensure that Hubshare’s client portal software offers customers the best possible experience.

2020 Gartner Magic Quadrant for Content Services Platforms

See why M-Files has been named a visionary again.

Capabilities of Hubshare client portal software

Collaborate easily

With Hubshare’s client portal software, you can communicate with clients and partners simultaneously in a unique workspace that’s personalized for their needs. Stay connected to customers by accessing the portal from any device.

Integrate seamlessly

Client portals can integrate with document management systems (DMS) using one-or two-way synchronized integrations. Custom content widgets allow users to pull financial data straight from other systems to keep clients apprised of budgets.

Centralize data

Hubshare gathers everything in one accessible platform to streamline workflows and make it easier for clients to find the information they need. Visualize projects over time, follow progress in real-time, and communicate with teams to meet deadlines.

Heighten security

Enterprise-grade encryption and strict, granular access rights ensure that data is safe and secure from breach.

Flexible deployment

You may deploy Hubshare’s client portal software on premises to retain more control of where your data resides. Or you may implement it as a cloud-based solution for greater flexibility and easier management.

Intelligent information management with M-Files

While Hubshare client portal software provides a superior external collaboration solution, M-Files delivers an AI-powered solution for managing internal information and documents more easily. With M-Files, workers can find, access, and share documents while saving time, eliminating frustration, and reducing business risk.

Rather than requiring all documents to be migrated to a central repository – a costly and time-consuming process that is not without risk – M-Files connects all documents and information across every platform and repository, no matter where they reside within the company. Using artificial intelligence and machine learning, M-Files analyzes documents to place them in context and tags them with metadata that makes them easier to find. The result is a single view of all documents that breaks down data silos without disturbing existing infrastructure, systems, or processes.

Find files fast

M-Files’ system makes it easy to locate and retrieve files in seconds. Rather than needing to know where a file is located, workers can simply type what they’re looking for into the M-Files search bar and, using metadata tags, M-Files will locate and connect to the file in seconds.

Automate workflows

M-Files Workflow engine allows teams to automate task-intensive document workflows to increase efficiency, eliminate errors, and streamline processes.

Keep information safe

To provide enterprise-grade security, M-Files encrypts each document and restricts access with dynamic, role-based permissions.

How M-Files enables efficiency for your business?

Faster search

What you need, when you need it. That is the way M-Files works. Fast, easy, and intuitive.

Familiarity

You can use your favorite daily tools, such as MS Teams or Salesforce to manage your documents.

Easy collaboration

Share content securely, and co-author documents simultaneously — wherever you work.

Streamlined daily work

Let M-Files suggest tags for your documents and add workflows for faster processing.

Why customers love M-Files

M-Files tames the complexity of information management by making it possible to serve up the right information to the right people – right when they need it. By enabling employees to find the information they need quickly and easily, M-Files dramatically improves productivity and efficiency. And by providing a single view of all documents along with metadata context, M-Files makes it easy for organizations to extract more value from their investment in documents and information.

M-Files integrates easily with existing systems and technologies like CRM platforms and the productivity suites that workers rely on every day. That means employees don’t have to learn a new tool or platform to take advantage of the power of M-Files’ technology. M-Files supports remote workers and work-from-home employees with desktop, web, and mobile clients that make it easy to access documents anywhere, at any time, on any device.

Today, M-Files is the choice of thousands of companies in more than 100 countries around the globe.

FAQs

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What is client portal software?

Client portal software provides a secure online location where clients can login to access documents, view resources, collaborate on projects, and get the information they need.

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What are the benefits of client portals?

Client portals streamline and simplify collaboration between a company’s employees and clients. By providing a protected location for file sharing, collaborative working, and project management, M-Files increases the security of client data and relationships. And by delivering an exceptional experience for clients, M-Files helps businesses to win and retain customers more easily.

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What is intelligent information management?

Intelligent information management integrates people, processes, technology, and information to help companies achieve digital transformation. Intelligent information management makes information available whenever and wherever it’s needed while automating workflows to make information management more efficient.

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