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Provide an exceptional client experience
Clients enjoy convenience and transparency with a self service portal.
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Smart login link - secure, instant access to all documents.
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All Invoices, quotes and statements in one place 24/7.
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Access to other important documents.
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Your clients can upload documents for you to retrieve.
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Easy pay button to settle bills instantly.
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Customers billboard to keep your customers informed.
Reduce admin related to client requests
No more document re send requests, customers can access their own documents when they need them
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Reduce time spent resending documents after statement runs
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Less time spent on queries related to amounts due and account statuses.
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Spend less time searching for scattered documents.
Over 90% of organisations using self-service portals report significant time and cost savings.
Organisations report up to 70% reductions in calls, chats, and/or email inquiries after implementing self-service tools like The Portal Genie.
Each manual document request typically takes around 8 minutes (to locate, prepare, send, and follow up). 50 a week, takes over 6.5 hours, time that could be saved by using The Portal Genie.
Prime real-estate for marketing
Promote to people who already trust you
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Customize your colours and branding and make the portal your own.
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Drag and drop billboard builder to create whatever you want.
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Hyper link each section to direct traffic to where you want.
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Communicate important information, promotions, announcements and more.
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Enable ad sharing to extend your reach.
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