Client Portal

Increase Transparency and Accountability with Clients

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Client Portal

Companies and clients need to have efficient communication with each other in order to complete projects successfully. Talygen has designed an innovative client portal system to boost communication and improve sharing of digital files, services, and information with clients. Clients can track their progress. Managers can interact with their team and clients via a message board and share documents, files, and reports. Talygen also offers a productivity suite to help you further manage your clients.

Client Management

With the client portal, your client can track the progress of their project, communicate with the project team, and share files. Clients can view and approve quotes and make payment of the invoices from the portal itself.

Allow Clients to Monitor Project Progress

Talygen's client portal software increases transparency and accountability within an organization. Admins and project managers can associate a client with a specific project. Clients can access and monitor a project’s progress using additional Talygen modules.

Client Communication

The client portal lets you update your clients in real time and schedule events or meetings with them. Assign team members to the project and project manager so that clients can communicate with them. Clients can share their ideas and feedback with the team via the client portal.

File Dashboard with Cloud Storage Access

Talygen's client portal software provides a dashboard that allows users to store files on the cloud. Users can upload and share documents with team members or clients. The system can integrate with storage systems such as Google Drive and DropBox.

Time and Expense Approval

Talygen's client portal system offers an enterprise-level approval system. Clients can monitor the team members’ work and time entries. They can send the work back for correction and reject or approve it. Expense entries can also be evaluated and approved as per company requirements.

Project Request Feature

Talygen allows clients to request projects and tasks. Clients can request a quote for a new project via the client portal. The company can quickly respond to the quote and start working on the project.

Ticketing

Talygen includes an advanced ticketing system. Users can create a ticket for an issue and track its progress. A ticket can be assigned to a specific user within the organization. Clients can also assign tickets to the organization.

View Invoices

Talygen's Client Portal offers an innovative invoicing system that allows managers to create and manage invoices. Clients can easily view their invoices in the client portal.

View Future Invoices

With Talygen's invoicing system, clients can view the expected amount to be paid for future recurring invoices. They can easily estimate the approximate amount to be paid for projects based on upcoming Invoices.

Features of Client Portal
  • Configurable Status to Manage Leads
  • Integrated with Google Calendar
  • Ticketing
  • Cloud Storage
  • Flag Track Entry
  • Knowledge based Articles
  • Time and Expense Approval
  • View Future Invoice Payment
  • File Dashboard with Cloud Storage
  • Quotations
  • Associate Client
  • View Future Invoice
  • Create Company Holidays
  • Personalized Reply Templates
  • Client Information Management
  • Client’s Availability for the Event
  • View Invoices
  • Activity Tracker
  • Project Request Feature
  • Configure Client Visibility
  • Add Client’s Company locations
  • Associate with multiple Companies