Client Management
Automate your Lead generation & Onboarding Process
Manage your business like a pro with Synchronized Portal, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients. With a world class CRM and Funnels you have the ability to keep track of your customers and get leads, all at the same time.
Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Clients/Customers.
Want to know more? Contact us today to get more information.
One-Stop Client Management
See and manage all Contact information and resources in one place
Assign Clients to specific Salespersons so that they are private
Assign each Client a “Client Coordinator” as their go-to point of contact
Keep Private or Shared Notes on every interaction with the Contact
Quickly create and manage internal Tasks related to the Client
Upload/Manage/Download all Client Files from their Dashboard
Client Management + Automations
Add Contacts to your CRM manually, by import, or by embedding a registration form on your website
Auto-add Contacts to a built-in Email Marketing Drip Campaign
Auto-Assign permissions to Files/Docs/Pages using Client Circles
Auto-Assign Contacts to a specific Coordinator (point of contact)
Auto-Schedule your Calendar with Prospect/Client follow-ups
Auto-Generate Projects using Project Generators & Task Templates
Company First Mode
You can enable the “Company First” option if you’re working primarily with Companies as your Clients
If Company First mode is enabled, you can assign all Portal items, Projects, etc., to the Company directly
Assign the “Primary Contact”, the person at the Company who receives all notifications and updates
If that person leaves the company, you simply assign a new Primary Contact from the CRM
Automate with Client Circles
Circles give you the power to make assignments based on Circle affiliation
Easily assign Circle(s) in the Add Contact form, or via a Kickoff Form
Pre-create entire sets of Portal Pages, file repos, and assign via Circle
Clients can be part of just one Circle, or overlap multiple Circles
Simple drag &drop to add or remove Clients from a Circle
Embed Kickoff Forms on your website
Customize the Kickoff Form with your questions and custom data fields
Easily create Custom Fields on the fly while customizing the Kickoff Form
Data from forms will go directly into your CRM
Customize the styling of the form via built-in settings and custom CSS so that it matches your website perfectly
Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitted
Deal Stages Pipeline
Track key metrics during a sales process through stages
Four different view styles to choose from to monitor the pipeline from all angles
Drag & drop Deals cards to different stages in a Kanban-style interface
Keep your sales team organized and focused as you track opportunities
Forecast revenue and business growth, and receive insight to drive new initiatives
Onboarding FLOWs
Automatically trigger a FLOW for a new Client to complete before access to the Portal
Have your Client eSign documents, fill out forms, upload files and more in an automated sequence
Activate an Onboarding FLOW after self-registration or a bulk CRM import
Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation
Trigger / Actions Automations
Chain several Actions in a row that are triggered automatically
Auto-Add Contacts to a built-in Email Marketing Drip Campaign
Auto-Assign permissions to Files/Docs/Pages using Client Circles
Auto-Generate Projects using Project Generators & Templates
Assign Actions to Onboarding FLOWs and Kickoff Forms to get your new Clients set up behind the scenes
Event Generators & Calendar
Event Generators allow you to “pre-create” and auto-schedule follow-ups related to a specific Contact
“Set & forget” Events on your calendar for a meeting, send a follow-up email or reach out to Contact
Events are displayed on your Calendar to keep you on track
You can sync your Synchronized Portal calendar with your Google Calendar
Client Data Import / Export
Powerful method for updating data fields or creating new custom fields in one operation
‘Favorites’ let you keep your most frequently updated data fields pinned to the top for easy access
Update your CRM in one go using the Data Import feature
Export everything in one go using the Data Export feature
CRM Bulk Edit
Powerful and easy way to update multiple Contacts at one time
You can update just one data field, or many data fields in one operation
Select a Circle(s) and update the data of every Contact in a Circle in one simple operation
A simple, yet powerful tool that saves you time
Deal State Pipelines
One-Stop Client Management
See and manage all Contact information and resources in one place
Assign Clients to specific Salespersons so that they are private
Assign each Client a “Client Coordinator” as their go-to point of contact
Keep Private or Shared Notes on every interaction with the Contact
Quickly create and manage internal Tasks related to the Client
Upload/Manage/Download all Client Files from their Dashboard
Client Management + Automations
Add Contacts manually, by import, or by embedding a registration form on your website
Auto-add Contacts to a built-in Email Marketing Drip Campaign
Auto-Assign permissions to Files/Docs/Pages using Client Circles
Auto-Assign Contacts to a specific Coordinator (point of contact)
Auto-Schedule your Calendar with Prospect/Client follow-ups
Auto-Generate Projects using Project Generators & Task Templates
Company First Mode
You can enable the “Company First” option if you’re working primarily with Companies as your Clients
If Company First mode is enabled, you can assign all Portal items, Projects, etc., to the Company directly
Assign the “Primary Contact”, the person at the Company who receives all notifications and updates
If that person leaves the company, you simply assign a new Primary Contact
Automate with Client Circles
Circles give you the power to make assignments based on Circle affiliation
Easily assign Circle(s) in the Add Contact form, or via a Kickoff Form
Pre-create entire sets of Portal Pages, file repos, and assign via Circle
Clients can be part of just one Circle, or overlap multiple Circles
Simple drag &drop to add or remove Clients from a Circle
Embed Kickoff Forms on your website
Customize the Kickoff Form with your questions and custom data fields
Easily create Custom Fields on the fly while customizing the Kickoff Form
Customize the styling of the form via built-in settings and custom CSS so that it matches your website perfectly
Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitted
Deal Stages Pipeline
Track key metrics during a sales process through stages
Four different view styles to choose from to monitor the deal stages pipeline from all angles
Drag & drop Deals cards to different stages in a Kanban-style interface
Keep your sales team organized and focused as you track opportunities
Forecast revenue and business growth, and receive insight to drive new initiatives
Onboarding FLOWs
Automatically trigger a FLOW for a new Client to complete before access to the Portal
Have your Client eSign documents, fill out forms, upload files and more in an automated sequence
Activate an Onboarding FLOW after self-registration or a bulk CRM import
Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation
Trigger / Actions Automations
Chain several Actions in a row that are triggered automatically
Auto-Add Contacts to a built-in Email Marketing Drip Campaign
Auto-Assign permissions to Files/Docs/Pages using Client Circles
Auto-Generate Projects using Project Generators & Templates
Assign Actions to Onboarding FLOWs and Kickoff Forms to get your new Clients set up behind the scenes
Event Generators & Calendar
Event Generators allow you to “pre-create” and auto-schedule follow-ups related to a specific Contact
“Set & forget” Events on your calendar for a meeting, send a follow-up email or reach out to Contact
Events are displayed on your Calendar to keep you on track
You can sync your Synchronized Portal calendar with your Google Calendar
Client Data Import / Export
Powerful method for updating data fields or creating new custom fields in one operation
‘Favorites’ let you keep your most frequently updated data fields pinned to the top for easy access
Update everything in one go using the Data Import feature
Export everything in one go using the Data Export feature
CRM Bulk Edit
Powerful and easy way to update multiple Contacts at one time
You can update just one data field, or many data fields in one operation
Select a Circle(s) and update the data of every Contact in a Circle in one simple operation
A simple, yet powerful tool that saves you time
Assign Salesperson
One-Stop Client Management
See and manage all Contact information and resources in one place
Assign Clients to specific Salespersons so that they are private
Assign each Client a “Client Coordinator” as their go-to point of contact
Keep Private or Shared Notes on every interaction with the Contact
Quickly create and manage internal Tasks related to the Client
Upload/Manage/Download all Client Files from their Dashboard
Client Management + Automations
Add Contacts manually, by import, or by embedding a registration form on your website
Auto-add Contacts to a built-in Email Marketing Drip Campaign
Auto-Assign permissions to Files/Docs/Pages using Client Circles
Auto-Assign Contacts to a specific Coordinator (point of contact)
Auto-Schedule your Calendar with Prospect/Client follow-ups
Auto-Generate Projects using Project Generators & Task Templates
Company First Mode
You can enable the “Company First” option if you’re working primarily with Companies as your Clients
If Company First mode is enabled, you can assign all Portal items, Projects, etc., to the Company directly
Assign the “Primary Contact”, the person at the Company who receives all notifications and updates
If that person leaves the company, you simply assign a new Primary Contact
Automate with Client Circles
Circles give you the power to make assignments based on Circle affiliation
Easily assign Circle(s) in the Add Contact form, or via a Kickoff Form
Pre-create entire sets of Portal Pages, file repos, and assign via Circle
Clients can be part of just one Circle, or overlap multiple Circles
Simple drag &drop to add or remove Clients from a Circle
Embed Kickoff Forms on your website
Customize the Kickoff Form with your questions and custom data fields
Easily create Custom Fields on the fly while customizing the Kickoff Form
Customize the styling of the form via built-in settings and custom CSS so that it matches your website perfectly
Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitted
Deal Stages Pipeline
Track key metrics during a sales process through stages
Four different view styles to choose from to monitor the pipeline from all angles
Drag & drop Deals cards to different stages in a Kanban-style interface
Keep your sales team organized and focused as you track opportunities
Forecast revenue and business growth, and receive insight to drive new initiatives
Onboarding FLOWs
Automatically trigger a FLOW for a new Client to complete before access to the Portal
Have your Client eSign documents, fill out forms, upload files and more in an automated sequence
Activate an Onboarding FLOW after self-registration or a bulk CRM import
Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation
Trigger / Actions Automations
Chain several Actions in a row that are triggered automatically
Auto-Add Contacts to a built-in Email Marketing Drip Campaign
Auto-Assign permissions to Files/Docs/Pages using Client Circles
Auto-Generate Projects using Project Generators & Templates
Assign Actions to Onboarding FLOWs and Kickoff Forms to get your new Clients set up behind the scenes
Event Generators & Calendar
Event Generators allow you to “pre-create” and auto-schedule follow-ups related to a specific Contact
“Set & forget” Events on your calendar for a meeting, send a follow-up email or reach out to Contact
Events are displayed on your Calendar to keep you on track
You can sync your Synchronized Portal calendar with your Google Calendar
Client Data Import / Export
Powerful method for updating data fields or creating new custom fields in one operation
‘Favorites’ let you keep your most frequently updated data fields pinned to the top for easy access
Update everything in one go using the Data Import feature
Export everything in your CRM in one go using the Data Export feature
CRM Bulk Edit
Powerful and easy way to update multiple Contacts from your CRM at one time
You can update just one data field, or many data fields of your CRM in one operation
Select a Circle(s) and update the data of every Contact in a Circle in one simple operation
A simple, yet powerful tool that saves you time
Automated Actions
Client’s unique data is dynamically merged into their assigned Custom Dashboard
Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.
Manage your business like a pro with Synchronized Portal, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.
Powerful & Flexible Client Portal
Fully customized to fit the unique needs of your organization
Each Client will have access to only the pages, information and files you designate for them
Upload files and documents for Clients to view and download
Create a complete “website-like” structure for your Clients
Clients can View and Pay Invoices online without having to be logged in
Build Dynamic Data Dashboards
Pre-Built Dashboards and Pages get you going quickly
Dynamic Data Placeholders show the currently logged-in Client’s data
Set the “Start Page” for a Client to see directly after logging in
Everything is fully responsive for mobile devices (tablets & phones)
You can use iFrames, YouTube, Vimeo or any embeddable widget
Dynamic Placeholder Links
Easily Build custom dashboards using Dynamic Placeholder Links
Dashboard Links automatically adapt based on which Client is logged into the platform and viewing the Page
Direct your Clients to exactly where you want them to go
Customize what your Clients can see
Completely control what your Prospects/Clients can see and do
You can easily hide any part of the platform that you’re not yet using so that Prospects/Client won’t see
The Announcements widget lets you offer a custom Welcome Message
Use our “Translations” feature if you want to modify menus/labels
Paid Portal Access
You can require payment to register and enter your Portal
Set up a one-time payment OR a Recurring Subscription Payment
Works with all available payment gateways (no recurring subscription payments are possible via PayPal)
Use Dynamic Title placeholders to help identify payments
Portal access is blocked until payment is submitted and verified
Content Block Editor for Pages
Create complex layouts and style content with little technical knowledge
Drag & drop content blocks containing text, photos, videos, charts, etc.
Insert Dynamic Data using placeholders or setting Custom Fields within the Block
Content can be made fully responsive so it displays nicely all types of devices
Built-in Snippets and Template Library will be continually updated with fresh pre-built layouts & blocks
Use Forms in your Portal
Kickoff Forms are dynamic and let you kick off a funnel or process for your Clients
Update Forms let you update existing Contacts or let your Clients add more info to their profiles
General Forms give you even more flexibility and can be used inside or outside of the platform
Trigger Automations & Integrations automatically upon completion of a Form
White Label your Client Portal
Customize your Client’s experience with your own logo and colors
Customize all email notifications sent to your Clients and Staff
Replace the “Synchronized Portal” URL with your own custom URL
Completely customize the Login Screen with your own logo and colors
Your Clients will not see the Synchronized Portal brand – only yours
“Magic Link” Login
No more friction! Perfect for your TECHNOPHOBIC Clients
Your Clients don’t ever need to remember their password
Clients just enter their email address and receive a link vie email
Simply clicking the link sent via email INSTANTLY logs them in
Template Library
Gain access to pre-built Portal Pages, Documents, Proposals, and Email Marketing emails
With new releases from the Synchronized Portal community, there will always be fresh ideas to choose from
Preview of the Template, then download it directly to your platform
Create your own Templates and share them with the Community
Secure Messaging
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.
Manage your business like a pro with Synchronized Portal, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your customers.
Single or Group Message Chains
Send Secure Messages to a single client or internal staff member, or send mass messages out to multiple users
Recipients will only be able to see and respond to users they are permissioned to communicate with, so there is no risk of wires getting crossed
All Secure Messages are delivered to the recipients’ Synchronized Portal inbox, and they can easily read and respond just like they would a standard email
Control who Clients can message
Designate which members of your Staff/Team your Prospects/Clients are able to Message
Limit your Prospects/Clients to only be able to Message their Coordinator (Point of Contact)
Use Circles to set Messaging Permissions in bulk. Use Teams to assign your Staff in one powerful way
Canned Message Responses
Canned Responses allow you to quickly answer common questions you receive in Secure Messages.
You can create multiple Canned Responses, and easily choose the desired one when responding to /sending a message
Set a specific Canned Response as ‘auto-add’, which will automatically fill that particular response into the message body
Keep Organized with Folders
Organize all of your inbox messages, ensuring that you never lose track of a specific note or important piece of info
Create and customize Private Message Folders to fit your needs, and move messages between Folders freely as needed
Each user can create and manage their own set of Folders, allowing everyone to organize their Secure Messages to best fit their particular workflow
