We'll create fresh WordPress site with Client Power Tools Portal installed. You have 20 minutes to test the plugin after that site we'll be deleted.
Client Power Tools is built for designers, developers, consultants, lawyers, and other independent contractors and professionals. Give your clients a dashboard where they can check on the status of their project, access information and resources in your clients-only knowledge base, view other clients-only pages, and communicate with you—right on your own website!
All client interactions happen on the front end of your website, with clean modal forms for logging in—without a password! Client Power Tools will simply blend in with most themes.
Clients can log in to their dashboard on your website at any time.
The dashboard uses regular WordPress pages, so you can add your client dashboard to your menus just like any other page. Or you can include a link to it anywhere you need to, like your blog posts, email newsletters, etc. The only difference is that the client dashboard is only visible to logged-in clients.
You can change the name or permalink of the default dashboard page, or select a different page entirely.
Each module can be enabled or disabled independently of the rest.
Now you can assign multiple projects to each client, create multiple project types with stages to keep track of your project progress with your clients.
You can change the project label to whatever you prefer (files, matters, dossiers, schemes, capers, etc.) and it will be reflected throughout. The new progress bar provides you and your clients with a visual indicator of each project’s progress.
The knowledge base is a clients-only page—or a collection of pages—that you can use to share information and resources with your clients.
Just like the client dashboard, the knowledge base is a regular WordPress page with some special features. You can add as many child pages as you like—the knowledge base tab will use a drop-down index and breadcrumb navigation to help your clients find their way around.
Your clients want to know how things are going!
The status update request button on the client dashboard makes it easy for clients to prompt you for a status update. Once a client clicks the button, they won’t see it again for 30 days—or you can change that number to an interval that works for you.
You can designate an additional email address to receive all status update requests so you can respond efficiently.
Using Client Power Tools to communicate with your clients keeps all your messages in one place so nothing gets lost.
When you send a message to your client, they will receive an email notification with a link to their client dashboard so they can read it and reply. Or you can send them the full message—by default or on a message-by-message basis.
Client Power Tools is built to be customizable where you need it to be. Here are some of the things you can change to suit your needs: