Client portal and members area
A closed area where your client signs in with a password and finds what belongs to that client.
From the problem to the solution
- What happens today:
Half of the messages your team receives are clients asking for a document that has already been sent once.
What happens instead:The number of repeated requests reaching your team goes down.
- What happens today:
The client has to wait for working hours to obtain a document.
What happens instead:The client obtains the document alone, at any hour of the day or of the night.
- What happens today:
Different versions of the same contract are in circulation, and nobody knows which version applies.
What happens instead:The right document is always in the right version.
- What happens today:
You do not know whether the client ever opened what you sent.
What happens instead:You see who signed in, when, and what that person looked for.
- What happens today:
The material you sell is passed on to people who did not pay for it.
What happens instead:The paid content is available only to those who paid for it.
What DRAKIX delivers
Every client has an access of their own, protected by a password, holding everything that belongs to that client: contracts, invoices, orders, progress, materials. Available at any hour, without going through anybody.
The same structure serves those who sell knowledge: lessons, courses and content with a record of progress and a monthly charge.
What is included
Includes 9 itemssee all of them
- Help centre, also called knowledge baseFrequent questions organised so that the client finds the answer alone
- Online payments, also called payment gatewayThe client pays by card, by transfer and by the local methods, inside your website
- Subscriptions and recurring payment, also called subscription billingCharges every month on its own, and nobody has to ask for the payment
- Client portalA private area where the client sees documents, orders and invoices
- Online bookingThe client chooses an available time and the diary records the booking
- Support and tickets, also called helpdeskReceives requests for support and follows each one to the solution
- Contracts and electronic signatureSends, signs and keeps contracts with legal force across the European Union
- Members area and online courses, also called LMSSells and delivers lessons with a record of progress
- Search with spelling correction, also called fuzzy searchFinds the product or the document even when the word is spelt incorrectly
Every DRAKIX project includes security, privacy, performance, accessibility, a daily copy of your data and a warning when something goes offline.See the standard