Client Lounge is a white-label client portal software solution that helps manage client onboarding. It provides a checklist to track tasks such as sending a welcome email, scheduling calls, collecting information, setting up accounts, and assigning a project manager. You can also view onboarding history and add new clients.
Features
Send Welcome Email
Automatically send a welcoming email to new clients as part of their onboarding process.
Schedule Kickoff Call
Schedule an initial kickoff call with the client to discuss project details and expectations.
Collect Client Information
Gather necessary information from the client, such as contact details and project requirements.
Set Up Accounts and Integrations
Configure required accounts and integrate necessary tools for the client’s project.
Assign Project Manager
Designate a project manager to oversee the client’s project and serve as their primary contact.
Unlimited customizable portals
Create an unlimited number of portals that can be customized according to your needs.
Unlimited clients
Manage an unlimited number of clients within the platform.
Unlimited users
Add as many users as needed to access and use the platform.
Realtime notifications
Receive notifications in real-time to stay updated on important activities.
50GB file storage
Store up to 50GB of files in the Professional plan.
Custom domain
Use a custom domain for your portals in the Professional plan.
Priority email support
Access priority email support for faster issue resolution in the Professional plan.
Full white label portals
Remove Client Lounge branding to offer a fully white-label experience on the Professional plan.
150GB file storage
Store up to 150GB of files in the Premium plan.
Dedicated account manager
Benefit from a dedicated account manager for personalized support on the Premium plan.
Centralize Communications
Keep all client communications in one place allowing easy access and management for both the user and their clients.
Fully Branded
Provides a fully branded portal to match your company’s identity, offering a seamless experience for your clients.
Effortless Management and Integrations
Easily integrates with essential tools like Google Workspace, Zapier, and more to streamline client management tasks.
Client Satisfaction and Easy Onboarding
Ensures a smooth onboarding process for clients, improving satisfaction and retention.
Kanban Board
A simple, customizable tool for task management. Organize tasks on a board from 'todo' to 'done'. Allows creating columns and assigning colors for easy tracking. Tasks can be moved by dragging them across columns.
Time Tracker
Tracks the time spent on tasks and jobs, helping determine schedule adherence and profitability. Includes a timer, and logged tasks can be exported as Excel files or visualized on a chart.
Client Onboarding Checklist
Helps freelancers or agencies systematically onboard new clients. It's customizable, allowing you to fit it into your workflow and preferences, reducing the chance of forgetting steps or information.
Todo
A column to list tasks that haven't been started yet.
In Progress
A column to track tasks that are actively being worked on.
Done
A column for tasks that have been completed.
Add Item
Allows users to add new tasks to any of the columns.
Manual Time Entry
Allows users to manually input start and end times for tracking work on tasks. Users can enter a task name and log the time spent on it, making it useful for tracking work after the fact.
Timer
Offers a live timer to track time in real-time. Users can start, stop, and reset the timer, input a task name, and log the tracked time. This feature is useful for actively monitoring work duration as it happens.
Centralized Communication
Keep all your client interactions in one place. This centralized approach helps to streamline communication and ensures nothing is missed.
White-Label Branding
Customize the portal to match your brand. This includes using your own colors, logos, and domain to maintain a professional brand image.
Client Satisfaction Tools
Features designed to make onboarding and client management easy and satisfying, improving overall client satisfaction.
Integrations
Integration with tools such as Google and Zapier for seamless management and communication.
Communication en marque blanche
Permet de garder une communication cohérente et professionnelle avec votre identité de marque, sans que le client sache qu'il utilise une plateforme tierce.
Intégrations multiples
Supporte l'intégration avec des outils populaires comme Zapier, Google Drive, et votre propre CRM pour faciliter le flux de travail et l'automatisation.
Onboarding facilité et satisfaction client
Améliore l'expérience d'intégration des nouveaux clients et permet de maintenir une haute satisfaction en simplifiant les interactions et les échanges de données.