Portals
Working with customers usually means a disconnected set of emails, meetings, and documents. This causes misalignments and impacts customer experience. Planhat’s new generation Portals (alpha) bring all relevant data, workflows and collaboration together into a shared space with each customer. A one-stop-shop for all collaboration.
Highlights
Custom branding, including vanity URL
Data updates and chats stream live back-and-forth between internal app and Portal
Invite specific customer contacts and granularly control access to data and content in Portal
Allow contacts to create tickets, own project tasks, chat with you, and much more
Collaborate together on planning documents and joint projects
Solve simple survey use cases, directly inside the Portal
Dynamically share interactive enablement, training and marketing information to customers
Share files in a secure environment
Build Portal Templates to automate a best-practice customer experience
