CLIENT PORTALS

Flowzone is used to communicate within and across internal teams. However, it is often used to aid communication with external partners and, in particular, clients. Flowzone lets you create an environment that is tailored to your clients' requirements: what we call a "portal".

Customise the portal

Every Flowzone system can have multiple "skins" that allow you to show your clients' logos, colours and other branding elements. You might not want to do that for every client; but it's good to know that you can do so for some key clients where you want to make the experience familiar to them.

A tailored dashboard

Next, you can create a welcoming home page or dashboard. Flowzone allows you to create custom sections on your dashboard which could include:

  • welcome messages
  • a scrolling list of recent work that has been completed
  • a link to downloadable client brand assets
  • pie charts and other graphical elements to give your client instant summaries

It can be useful to add a section on the dashboard that highlights anything for which you are awaiting a response from them: such as feedback, briefs or document approvals.

Give every client the perfect portal

Each client you have could have a completely different experience - or you could create a common client experience across all your clients. Flowzone lets you carve out exactly what clients get to see: the information that is relevant to them and is useful in keeping up to date on the progress of their work. That might include:

  • completed briefs
  • timelines
  • lists of related work
  • statuses to clearly indicate progress
  • relevant documents and assets

The information you include for a client can include information that is particular to them. For example, if they have multiple brands you could identify different work that you are doing within those brands.

Keep it simple

Importantly, Flowzone allows you to hide anything which is not relevant to your clients so their view is simple and clear.

Rather than having to navigate a generic system, Flowzone gives you the flexibility to set up a client portal that has everything a client needs in an easily digestible form. Give them an experience that is relevant and will be a pleasure for them to use.

Contact us to find out more
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Rather than having to navigate a generic system, Flowzone gives you the flexibility to set up a client portal that has everything a client needs in an easily digestible form. Give them an experience that is relevant and will be a pleasure for them to use.

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