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Oct 27, 2023 | 0 comments

AgencyPortal’s List of What a Client Portal is NOT

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Here’s a list of what a client portal is not, based on common misconceptions and software that might be mistaken for a client portal:

  1. Project Management System: While tools like Monday.com offer collaboration features, they primarily focus on task tracking and project management. A client portal, on the other hand, is a dedicated space for clients to access services, billing, and support.
  2. CRM System: Platforms like Zoho might offer customer relationship management tools, but they don’t provide the comprehensive client access and service management that a true client portal does.
  3. Basic Communication Tool: Tools like Slack or Microsoft Teams are great for communication, but they don’t offer the structured service access and management features of a client portal.
  4. Website Builder: Platforms like Wix or Squarespace allow users to create websites, but they don’t offer the backend client access and service management functionalities.
  5. Limited SaaS Platforms: Some platforms might claim to offer “client portal” features but lack the flexibility and scalability to truly allow agencies to offer their own SaaS or sell hosting.
  6. Document Sharing Platforms: While tools like Google Drive or Dropbox allow for document sharing and collaboration, they don’t provide the structured environment and service access that a client portal offers.

In essence, while many platforms might offer features that overlap with those of a client portal, a true client portal provides a comprehensive, centralized, and structured environment for clients to access and manage the services they’ve availed from an agency.

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About the Author

Bill Fow is a committed professional who balances his time between leading Aspire Digital Solutions and innovating at AgencyPortal. With an extensive background in digital marketing, he understands the challenges faced by marketing agencies and uses this insight to drive improvements and create client-oriented solutions. His dedication to his work is matched by his commitment to learning about the latest industry trends. When he's not working on his businesses, he enjoys spending quality time with his family.