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How You Can Make Customer Service Easy with a White Label Client Portal

Using a customer web portal gives your customer a single access point to obtain company details that are relevant to them, including invoices, policies, orders, and online payment info. Customer service portals provide access 24/7 every day of the year on mobile devices, tablets, or desktops.

Why You Need to Use A White Label Client Portal

Using this innovative and essential software offers numerous benefits, including the following:

  • Increased customer satisfaction
  • Improved communication
  • The elimination of non-essential and costly data
  • Easier payment processing and a better cash flow

Highlighting Your Company’s Brand through White labeling

Creating a white label client portal helps support your company’s brand, giving your business more recognition while making your customers feel more secure. By white labeling your client portal, you can customize areas, such as email notifications, and add extensions to improve a customer’s experience. 

Why Customer Portals Are Popular

Because customer service is now a 24/7 operation, customers prefer using a portal to engage in business. Doing so allows them a do-it-yourself approach to solving a service or product issue. 

The Benefits of a Customer Portal

A customer portal offers the following advantages:

  • The ability to share documents, such as rules or policies
  • A reduction in the costs related to customer service reps
  • Easy access to support tickets to raise specific issues
  • The ability to access price quotes or invoicing
  • The ease of paying online 
  • The convenience of resolving billing problems or disputes
  • More simplicity when placing orders or following up on deliveries

If you choose to establish a white label self-service portal, what you set up will depend on your company’s customer service and operational requirements. Therefore, using the software involves selecting an application that is easy to customize and deploy. Some of the features might include the following:

  • Secure 24/7 customer service access, from a mobile phone, tablet, or desktop
  • Order placement and handling
  • The ability to brand the site with your logo and trademark
  • Access to online payment processing and billing 
  • Support for multi-currency transactions
  • Easy-to-embed business platforms
  • Access to credit memorandums and deliveries

The above features give you an idea of what you can do with this type of customer software. How you use the software depends entirely on your type of business. You have a lot of latitudes when you use a white label portal. You can set it up so you can specifically serve the target demographic important to you.

What the Customer Receives

Adding the portal gives the customer:

  • Enhanced visibility and entry to real-time data 24/7 
  • Easier processing of payments
  • An improved UX (user experience)
  • Better clarity of transactions and related info
  • A reduction in the amount of email traffic for sourcing information
  • Improvements in collaboration and internal communications

Review the Choices for Your Industry

What you choose in a portal, again, depends on your business. When choosing a software, ask what features are important to both you and your customers. This will help you answer what solutions will work the best for you.