KLIENT CUSTOMER COMMUNITY

Klient Customer Community Description:

Adaptable Home Page

Customize the Home Page to display the most relevant project information for your customers. Present dashboards with key project and task metrics, highlight critical risks and issues, and provide updates on essential activities. Ensure transparency by showing key project dates, including upcoming and overdue milestones, and displaying invoices for prompt payment.

Live Project Status Reports and Read-Only Projects

Generate and share detailed project status reports in real-time to maintain transparency and alignment. Provide read-only access to project details and the Gantt project plan, ensuring customers stay informed without the ability to make changes.

Task Assignments and Approvals

Collaborate on joint tasks with your customers to enhance engagement and accountability. Assign tasks, track deliverables, and ensure everyone is informed of key deliverable dates. Allow your customers to own their tasks and approve their completion through our easy-to-use Kanban Board, which seamlessly integrates with Salesforce approval processes.

Collaborative Tools with Chatter & Files

While working on shared task assignments with your customers, use Chatter for communication and live chat. Keep all interactions and documents in one place for smooth collaboration and easy access. Your customers can share files confidently within the Customer Community.

Salesforce™ Experience Cloud as the Trusted Backbone

Klient Customer Community is built on the trusted and secure Salesforce Experience Cloud. It is included in our Advanced Edition but can also be purchased as an Add-On through us. Klient Edition and Add-on Pricing Page.

Explore the Klient Customer Community to revolutionize your project management and customer collaboration! Book a demo today