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Client Portal

Increase Transparency and
Accountability with Clients

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Client Portal

Smooth and transparent communication between an Organization and its Clients is a key factor for the successful completion of a Project. Keeping this in mind, Talygen has designed a comprehensive Client Portal System that boosts communication and improves sharing of digital files, services, and information with Clients. We offer a unique Client Login feature which provides access to the Control Panel for Clients, allowing them to seamlessly track their Projects’ progress. It also enables Company Admins to interact with their Team and Clients via Message Board and share documents, files, and reports. Talygen also offers a huge suite of powerful modules to seamlessly manage Clients.

Client Management

OneStop Client Management Solution

With the client module, your client can track progress of the their project and communicate with the project team and share files. Client can view and approve quotes and make payment of the invoices from the portal itself.

Associate Clients with a Project

Allow Your Clients to Seamlessly Monitor Their Project's Progress

Talygen's Client Portal Software increases transparency and accountability within an Organization. Company Admins and Project Managers can simply associate a Client with a specific Project. It allows Clients to access and monitor the progress of a Project using additional modules within Talygen.

Monitor Work Progress

Clients Can Easily Track Their Work's Progress

Talygen's Client Portal Solution offers a Client Login feature that provides access to Projects being worked on and allows Clients to effortlessly track their project's progress. Clients can easily monitor their Projects with the help of various modules such as Time Tracking, Activity Tracker, Client Portals, Reports, and much more.

Client Comminication

Clear communication with full Transparency

Client module lets you update our clients real time and schedule event or meetings with them by checking their availability. Assign team members to the project and project manager so that client can communicate with them whenever there is a requirement. Client can share their ideas with the team.

File Dashboard with Cloud Storage Access

A Distinctive File Dashboard with Complete Data Security Storage on the Cloud

Talygen's Client Portal Software provides a File Dashboard with storage access on the Cloud. Users can upload and then share a document with their Client or Team working on the Project. The system is integrated with Google Drive, DropBox, and other file systems so that Users can upload a file and view it later.

Time and Expense Approval

For Smooth Evaluation and Simple Approval of Time and Expense Entries

Talygen's Client Portal System offers the latest Enterprise-level approval system. Clients can monitor the work and time entries of Users on their Projects. They can send the work back for correction and reject or approve it. Expense entries can also be evaluated and approved as per requirements.

Project Request Feature

Get Repeat Work from Your Clients

Talygen provides a unique Project Request feature that allows Business Managers to receive repeat business from existing Clients. Clients can promptly request a quote for new Project via Talygen's Client Portal System. The Company can quickly respond to the quote. If the quote is accepted by the Client, then Project Managers can begin working on it immediately.

Ticketing

An Automated System to Track and Report Issues

Talygen provides an advanced Ticketing System. Users can create a Ticket for an issue and track its progress regularly. A Ticket can be assigned to a specific User within the Organization. A Ticket can also be assigned to Organization by the Clients.

View Invoices

Simply View Invoices for Projects

Talygen's Client Portal offers an intuitive Invoicing System that allows Managers to create and manage Invoices. Clients can easily view Invoices received for their Projects within the Client Portal.

View Future Invoices

View Future Invoice and Estimate Upcoming Payments

With Talygen's Invoicing system, Clients can view the expected amount to be paid for future recurring Invoices. They can easily figure out an estimate about the approximate amount to be paid for Projects based on upcoming Invoices.

Features of Client Portal
  • Configurable Status to Manage Leads
  • Integrated with Google Calendar
  • Ticketing
  • Cloud Storage
  • Flag Track Entry
  • Knowledge based Articles
  • Time and Expense Approval
  • View Future Invoice Payment
  • File Dashboard with Cloud Storage
  • Quotations
  • Associate Client
  • View Future Invoice
  • Create Company Holidays
  • Personalized Reply Templates
  • Client Information Management
  • Client’s Availability for the Event
  • View Invoices
  • Activity Tracker
  • Project Request Feature
  • Configure Client Visibility
  • Add Client’s Company locations
  • Associate with multiple Companies

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1111 S Main St, Grapevine, TX 76051
650-800-3850
info@talygen.com

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