Client & Partner Portal CRM
Engage with the customer and the community where they are
Deliver A Truly A Self-Service Experience
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.
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.
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.
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.
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.
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.
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.
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.
“We are seeing a hug decrease in the amount of time managing these contracts"