Give every client one organized place to work with your business.
Create a dedicated client environment for the information, resources, and interactions that support the relationship.
Instead of making clients search through old emails and disconnected links, bring important parts of the experience into one branded destination.
30 days free. No credit card required.
A better front door for existing clients
Once a client begins working with your business, they shouldn't have to remember where everything lives. A client portal gives the relationship a consistent destination.
Keep the client experience connected
Connect the experience surrounding onboarding, documents, projects, billing, support, and other client-facing activities available within your AvariHQ environment.
Professional outside. Operational inside.
The portal is what the client experiences. Behind it is the operating system your business uses to manage the relationship. AvariHQ connects those two sides so the client experience and internal operation don't have to evolve separately.
- ShareFiles, pages and project updates
- EngageMessages, requests and forms
- Stay informedClients see what matters in one place
Give clients one organized place to return to
Clients should not need a bookmark folder to work with you. Portal pages bring the information and actions that matter into one destination they can return to at any point in the relationship.
Page templates and ordering let you shape the portal around the way your service actually runs, so the most important things are always the easiest to find.
- Portal pages for the client experience
- Page templates and ordering
Share the right resources with the right groups
Different clients need different things. Organizing clients into shared groups lets you make pages and resources available to the relevant clients together, rather than sending the same material to each person one by one.
When a resource changes, it changes in one place for everyone it was shared with.
- Shared groups for related clients
- Resources shared by group
Keep files, updates and access from becoming scattered
Files sent by email get lost and outdated. Keeping client files in the portal means both sides work from the same version, and announcements keep clients informed without another round of individual messages.
Where your AvariHQ environment supports it, the portal can also point clients to the forms, projects, invoices and resources connected to their account.
- Client files
- Announcements
- Links to forms, projects, invoices and resources where supported
Connect the client experience to every stage
The portal is where clients meet the rest of your operation. Onboarding forms, project updates, invoices and support requests can all be reached from the same destination, so the experience stays consistent from the first week to renewal.
- ACQUIRE
- CONVERT
- ONBOARD (this capability)
- DELIVER (this capability)
- BILL
- SUPPORT (this capability)
- GROW
What this looks like in AvariHQ
The verified features behind Client Portals, with the plans they are included in. Add-Ons are optional and purchased separately.
View Pricing- Client portalsAll plans
- Shared filesAll plans
- Client communication toolsAll plans
Give your clients a more connected experience.
30 days free. No credit card required.