Client Portal Demo

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  • Опубликовано: 28 ноя 2024

Комментарии • 21

  • @rechercheur2011ny
    @rechercheur2011ny 6 месяцев назад +2

    Really well done, we couldn't wait to try it out :) Thanks for this exciting new feature which makes the interaction with the client a breeze!

    • @KylePrinsloo
      @KylePrinsloo 6 месяцев назад

      Thank you :) glad you like it!

  • @mzosama
    @mzosama 6 месяцев назад +2

    Thank you so much for adding this feature. I was waiting for this. :)

  • @amejoartes
    @amejoartes 5 месяцев назад

    Incredible tool and very happy to be part of it. I would greatly appreciate adding Spanish as a configuration language or at least the ability to translate manually, greetings 🇸🇻

    • @KylePrinsloo
      @KylePrinsloo 5 месяцев назад

      Many thanks Jorge :) it's on our roadmap, but unfortunately not possible to give an ETA yet.
      Thanks for using ClientManager and please keep the suggestions coming!

  • @MaxPanych
    @MaxPanych 6 месяцев назад +1

    We have been all waiting for this :) Thanks! Client Manager is getting beefy

    • @KylePrinsloo
      @KylePrinsloo 6 месяцев назад +1

      Haha thanks Max :) beefy indeed! Definitely not for the vegans...

  • @RobynMStarr
    @RobynMStarr 6 месяцев назад +1

    Great job!! I really appreciate how you also put in our dashboard we can see new features and upcoming features and the month they are too roll out! Will the white label feature that is coming will it include branding and we can also use our custom domain? Love that we can import leads, would love to see that we could export leads also. I see that we have email inside app...I will reach out to support to get more info on that feature. Again, very impressive!

    • @KylePrinsloo
      @KylePrinsloo 6 месяцев назад

      Thank you Robyn :)
      Yes, white label will be your own custom domain, email and you can add logos to client-facing documents.
      Great, let me know if you have any questions!

  • @wendytadokoro2591
    @wendytadokoro2591 6 месяцев назад +2

    Like this! Do you have an in-app chat/instant messaging feature with clients?

    • @KylePrinsloo
      @KylePrinsloo 6 месяцев назад +2

      Thanks Wendy :) not yet! It's on our roadmap - we'll get there.

    • @RobynMStarr
      @RobynMStarr 6 месяцев назад +2

      @@KylePrinsloo With this chat feature, it would be great to have a microphone icon and the ability to send a voice recorded message like we can in FB Messenger and some other apps too!!!

    • @KylePrinsloo
      @KylePrinsloo 6 месяцев назад

      @@RobynMStarr good idea! Noted :)

  • @qinpra
    @qinpra 2 месяца назад

    Interesting product

  • @wixmich08
    @wixmich08 6 месяцев назад +3

    Is e-signature available? Thank you,

    • @KylePrinsloo
      @KylePrinsloo 6 месяцев назад +4

      Yes :) create a proposal/contract and go to the bottom of the doc. We offer drawing, typing, and upload image for e-signing :)

  • @Nellabella94
    @Nellabella94 4 месяца назад +1

    Is there a way to make this custom colors or images when client is logging in?

    • @KylePrinsloo
      @KylePrinsloo 4 месяца назад

      When we have white label, yes :)

  • @karim_yahia
    @karim_yahia 6 месяцев назад +2

    Is it possible to change the language? For example German?

    • @KylePrinsloo
      @KylePrinsloo 6 месяцев назад

      Not right now :) it's on our roadmap. No ETA yet. We want to get through a few important features first, then we'll work on languages.

    • @amejoartes
      @amejoartes 5 месяцев назад

      @@KylePrinsloo They have done a great job... incredible tool and happy to be part of it. If you could add Spanish as a configuration language or at least the ability to translate manually, it would be very good, greetings 🇸🇻