One of the biggest challenges in project management is ensuring effective communication with your clients. Having all their jobs, threaded messages and related files in one place, accessed by a simple web 2.0 interface gives you a professional solution to this problem. It allows you to deliver excellent client service whilst reducing your workload.

Synergist Client Portal

The video tour gives an overview of the simple and professional interface you could present to your clients along with a demonstration of the features available.

The client portal module can be activated remotely and requires just simple configuration to your internet routing to allow your clients remote access.

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Benefits to Clients		Benefits to Synergist Users

Live visibility of job information 24/7		Deliver valuable client service even when you're not available
Messages presented in a threaded format by job giving a full history of communications		Remove the problem of bloated inboxes full of duplicate proofs etc
Files attached to jobs ensure everyone has instant access to the same version		Avoid conflicts with clients over poor communication
Access to all historical jobs with powerful search facilities		Build a valuable resource of information improving client retention
Request jobs / amends with attached files at any time and track progress

If you would like more information please contact us on 0870 444 9656 or via the contact us page.

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Contact Synergist

"Implementing the Synergist software within a 2 month period has been straightforward and well supported by the Synergist team and helpdesk. We would not hesitate to recommend Synergist."

Account Manager – Factor 3

Client Portal

Benefits to Clients

Benefits to Synergist Users

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