A Client Portal That Puts Everything at Your Clients’ Fingertips
The unityBMS Client Portal is designed to simplify and enhance your client interactions. With easy access to documents, invoices, projects, and more, your clients can manage their accounts with ease and confidence. Say goodbye to endless email chains and embrace a more efficient way of working together.
Clients can securely log in at any time to view updates, provide feedback, and stay informed on the progress of their projects. This level of transparency not only improves communication but also builds trust and strengthens long-term business relationships.
Simplify Client Collaboration with UnityBMS
The UnityBMS Client Portal offers your customers a streamlined way to keep track of all interactions with your business. No more lengthy email chains—everything your clients need is easily accessible in one place.
From invoices to project updates, UnityBMS ensures that collaboration is more efficient than ever.
Key Features of the Client Portal
The unityBMS Client Portal offers secure access to documents, invoices, project updates, and real-time communication tools. Clients can track progress, upload files, and leave feedback—all in one centralized space. This seamless experience improves collaboration, builds trust, and reduces back-and-forth emails.
Documents & Contracts
Dashboard & Reports
Approval & Workflow
Complete Email Personalization
Dashboard & Reports
Invoices
Efficient Financial Management
Seamless Financial Interactions for Your Clients
UnityBMS Client Portal centralizes all financial transactions, making it easier for your clients to manage their accounts. From accessing invoices and expenses to making payments, the portal provides a clear and organized way for clients to stay on top of their finances, reducing the need for constant follow-ups and inquiries.
Provide clients with a comprehensive overview of their accounts, including outstanding invoices, payment history, and current projects. UnityBMS ensures that clients have all the information they need at their fingertips.
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Project and Proposal Management
Give your clients a clear view of their project’s progress. UnityBMS allows you to share updates, milestones, and timelines, ensuring that clients are always in the loop.Generate, share, and track proposals directly through the portal. UnityBMS simplifies the proposal process, allowing clients to review, approve, and provide feedback in one convenient location.
Expense Tracking
Payment Options
Customizable Workflows
Real-Time Notifications
Book a Demo Today
All our customers and partners agree that we have the easiest-to-use all-in-one business software. From day one, you’ll experience how seamless and intuitive business management can truly be. Allow us to show you this too—and discover how simplicity drives real results.
