Synergist is the leading job costing and project management system. It helps agencies, consultancies and in-house departments take control of their business.
Share information with the web-based Client Portal
Now you can offer true 24/7 service without having to put in the hours. A secure browser interface allows clients to share select job information. But they’ll only ever see what you’re happy for them to see.
It’s a communication industry, but sometimes the lines of communication breakdown close to home. So the Synergist Client Portal gives your clients controlled access to their jobs 24hrs per day from any web browser.
Accessed by a simple web interface, the client portal module can be activated remotely and requires just simple configuration to your internet routing to allow your clients remote access. In effect, you are improving the client/agency relationship by doing less rather than more.
Why your clients will appreciate the service:
they can view job information 24/7
information is presented in a threaded format, by job, giving a full history of communications
files attached to jobs ensure everyone has instant access to the same version
they can access all historical jobs through search facilities
amends can be requested with attached files and progress tracked at any time.
And what it means to you can:
deliver excellent client service even when you're not available
remove the problem of bloated inboxes full of duplicate proofs etc.
avoid poor client communication issues
build a valuable resource of client-by-client information.