Everything in one place. Everything automated.
Client HQ is one of the most powerful modules in PonoCMS, and it turns your website into the central hub for everything that you do with your clients.
The combination of a messaging, a journaling, and a resources system will save you and your team time, engage your clients with your website and your business, provide insights into how they use your services and how they progress through your programs, and truly revolutionize the way that you work with your clients.
The Client HQ Messaging system stores all correspondence and every contact and interaction that you have with your clients.
Message back and forth with your clients directly on your website, add attachments, schedule the messages to be sent at a later time or date, and send group messages to all of your clients (or to particular groups of clients).
Your clients can reply, add attachments, and even use the camera on their device (phone, tablet, or webcam) to add photos to their replies.
Regardless how many clients (and how many team members) you have, once all of your correspondence is in one place on your website, you can see your whole correspondence history, and the powerful search and filter features let you find anything in a matter of seconds.
The Client HQ Journaling system stores all of the feedback & updates that you get from your clients.
As with everything in PonoCMS, the journals and logs are fully customizable — no matter what feedback you want to get from your clients, they'll enter it on your website the way you need it. Your clients can save pre-fills that will instantly fill out log entries that they regularly need to make. They will receive automatic reminders if they've not submitted feedback that you're expecting them to. And the powerful reports let you drill down from a daily, weekly or monthly overview all the way to individual entries — for one client, or for your whole business.
The Client HQ Resources system stores all of the content and documents that you provide your clients, and automates the delivery of what they get and when they get it.
If you offer any sort of online program for your clients, then most likely you'll have a number of documents that you need them to read or sign, and forms or questionnairs you need them to fill out. Whatever the content, the Resources system automates the delivery to your clients — you just set up the schedule, and every client that signs up for your program automatically gets whatever you want them to have, whenever you want them to get it. And if they don't sign or fill out something they're supposed to, they'll get an automatic (friendly!) reminder.