The All-In-One Business Software You Will Actually Use!
Quick question for you. How many different software packages are you using right now? Are you using DropBox to share and send files to customers? Are you using Sales Force to keep track of leads and clients? Maybe using Asana to track projects?
Image being able to use the functionality of those software packages and more, in one single platform!
This is what you have been waiting for. This is Synchronized Portal.
CRM + Automation
Automate your Lead generation & Onboarding Process
Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.
- Kickoff Form's can be embedded into your website.
- Create Custom Fields in your CRM
- Customize the Client Portal experience - Different look for different customers!
- Your Onboarding processes can be Automated
- Create Funnel/Landing Pages to match your style and needs.
Custom Dashboard's for clients with their data dynamically merged into their Dashboard.
Each client will have their own data in their own Dashboard. Create your own design, or use pre-built templates to get a head start.
- Assign a custom Dashboard to each Client or Group of clients
- Set custom Dashboard as the ‘Start Page’
- Each Client uniquely sees their own data
Invoicing + Subscriptions
Get paid Online + Subscription Payments + Membership Site
A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.
- Quickly create Invoices that can be paid online
- Auto-convert Estimates to Invoices
- Invoice both ‘One Time’ & Subscription items
- Clients can manage & cancel Subscriptions
- Securely store ‘Payment Methods on file’
LMS Learning + Monetization
Integrate Learning into your Business
Organizing your hard-won knowledge into an Online Course can be a great asset to your business or organization! Monetize your courses, use them as lead generators, train your Staff or just educate your Clients! There are dozens of creative use cases that make LMS an invaluable tool in your arsenal.
- Create Courses for Clients and Staff
- Build beautiful courses using our drag & drop Editor
- Lock content until previous Lessons are completed
- Easily embed video, images, charts, etc.
- Allows for multiple Courses configured in separate Products
Cloud File Storage + Transfer
Securely storing, sending and sharing files has never been easier.
Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.
- Client files are securely insulated
- Integrate file(s) upload into onboarding
- Use File Requests to ask Clients to upload
- Send/Share files of any size to anyone
- Shared Folders are powerful & flexible
Cloud Proposals + eSigning
Send beautiful Proposals online & Prospects can easily review & accept
Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.)
- Proposal are viewed & eSigned online
- Prospect/Client does not need to log in to view
- Auto-generate Invoice when Client accepts
- Templates prevent repetitive work
- Signature is documented & 100% legal
Appointment Booking + Automations
Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website
Powerful options to control appointment length, time between appointments, etc. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked.
- Can be used by your entire team
- Leads can book directly from your website
- Create a ‘Book me’ landing page with custom URL
- Sync appointments to your Google calendar
- Admin can book on behalf of others
Projects + Templates + Automation
Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work
Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.
- Task Templates & Generators eliminate repetition
- Design a workflow, then automate the steps
- Task timers allow for granular time tracking
- Easily convert tasks/projects into Invoices
- Kanban boards simplify organization
Email Marketing + Drip Campaigns
Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions
Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.
- Add manually or via embedded form
- Send campaigns manually or schedule them
- Campaign Templates let you re-use base design
- Import your existing subscriber list via CSV
- Track campaign opens and clicks
E-Signing + Contracts
Dynamically Generate Documents for e-Signing
Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time.
- Document Templates with Dynamic Data for use in Automations
- Trigger a Document to be sent/signed on autopilot
- Fully compliant Audit Trail including IP address
- Notifications when a Document is viewed, signed, and completed
- Trigger a variety of automatic actions after the Document is signed
Secure Messaging + Live Chat
Communicate seamlessly with Client and your Team in a secure & organized way
Your own private & secure messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.
- HIPAA Compliant secure messaging
- Clients can send messages to you
- Control who in your org Clients can message
- Organize with unlimited Folders
- Live chat w/ direct messages & channels