Client & Partner Portal CRM

Client & Partner Portal Software

Engage with the customer and the community where they are

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Deliver A Truly A Self-Service Experience

Launchpad Portals can help you connect and deliver branded, mobile self-services portals to your customers & partners: job seekers, youth & student, employers, service and training providers all through custom-tailored portals that integrate with your case management and business service CRM.
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Improve Customer Engagement

Engage with your customers (clients, participants and employers), partners, and stakeholders on any mobile web-enabled device, wherever they may be. Use notifications to alert of upcoming events and opportunities. 

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Deliver Serlf Service

Reduce caseloads and staff costs by delivering self-service options to clients and partners. Give your customers an integrated knowledge base, automated opportunity matching, and an easy system for document delivery/management.

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Messaging

Keep a detailed record of all client-facing communication with an integrated messaging system. Real-time, two-way communication through the same portal in which customers access their services. 

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Configure & Brand

Launchpad’s Portals are totally configurable to meet your agency or schools’ needs. Match your portal to your organization’s branding or specific program or demographic. Customized automated workflows and streamlined interfaces match your business’ unique processes.

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Provider & Referral Management

Improve partner and provider collaboration on caseloads and opportunities by streamlining the referral process. Make referrals to providers, and allow providers to access and manage caseloads and referrals.

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Capture & Report Activity

Improve performance by capturing activity and outcomes that go unreported by enabling clients and partners to log automatically. Give service providers access to performance reports and goal progress.

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Event Management

Make sure every event goes off without a hitch. Create, share, and promote events through one convenient portal. Enable registration to the event, and track event success with attendance reports.

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Document & Task Management

Launchpad’s Portals offer an easy solution to improve collaboration with an integrated document and task management system. Track Employment plans, upload documents virtually, and assign tasks to participants.

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Are you ready to Launch? Request a demo today.

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