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Yes, you can use WPForms on client sites in two ways. Either you can purchase the Elite license OR purchase an appropriate license for each client sites (yes you can refer them and earn 20% commission through our affiliate program).
Using a testimonial plugin lets you easily add customer or client testimonials, reviews, or feedback to your WordPress website. This adds social proof to your site and helps you win new customers and boost sales.
Yes, you can use Formidable Forms on client sites in two ways. Purchase the Business/Elite license to use Formidable on unlimited sites. Or purchase a license for each client site. (Yes, you can refer them and earn 20% commission through our affiliate program).
Another popular project management plugin for WordPress is WP Client Portal, which brings together a CRM and infuses it with some useful project management capabilities. The Client Manager feature makes it easy for you to assign specific clients to different team members.
It also has an option to create Estimates and Invoicing, which is great for creating white-labeled estimates and quotations and sending them to your clients. Once clients review these quotes, they can choose to clear an invoice directly too.
The functionality is all built into the plugin, allowing you to manage client websites and different projects simultaneously. You can browse through CRM records and then send emails to clients to follow up, or to give updates.
UpStream lets you create custom fields and statuses for different projects, assign roles to different employees, and even create login pages for them. You can create milestones for different tasks and projects, use color-coding for different statuses, and give clients a clear view about project progress.
UpStream lets you create a custom login page for your clients too, letting them view how the project is coming along. You can add your own CSS, create custom fields, rename projects, and customize virtually every element of the dashboard that you want.
And when it comes to project management, SP Project & Document Manager has a whole range of excellent features. You can create a custom login and registration system, designate user access, manage client uploads, add new documents, and make changes to files through the dashboard.
You can create client-facing logins, which offer information about the projects, and provide clients a space to take notes. For invoicing and estimates, you can also select deposit percentages, and move different tasks and milestones.
Aside from changing the design of your website and managing the content, you can also edit post categories, create footer and header links, customize navigation menus, create permalink structures, and even hide dashboard elements if you are creating a site for a client.
Ultimate Dashboard allows you to create a clean, simple WordPress control panel for either yourself or your clients. You can customize the dashboard by removing widgets and creating custom admin pages.
With this plugin, you can create a hyper-customized dashboard for either yourself or your clients. You can choose colors with a color-picker, pick custom icons for menu items, and change the WordPress logo in the top left.
Managing user permissions is important when creating a WordPress website for a client or when giving access to multiple users. Though WordPress has a built-in process for editing user roles, you can make even more granular changes with a dedicated user role plugin.
Adminimize is a useful WordPress admin plugin for multi-author WordPress blogs or for client websites. This plugin helps you hide items from the WordPress dashboard, restricting access as necessary and preventing unwanted changes.
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For that, a secure WordPress client portal is helpful. In a nutshell, this is a place on a website where users can log in and unlock access to otherwise privileged and protected information and resources.
A client portal is a special space on a website where users can log in to access privileged or private information shared between the business and them. This is a feature brands use to enable clients to control their profiles, review transaction histories, send secure messages, upload files, and so on.
Another example of a support-based client portal can be seen on Laughing Squid. This is a managed hosting company that provides support through a number of means, including a live chat box, self-service knowledge base, and help desk:
Users have a choice of submitting a ticket (which requires them to enter all their information every time they encounter an issue) or to sign in to their help desk accounts. In addition to filing support requests, clients can also manage comments left on their content on the Laughing Squid blog.
At WP Buffs, we also offer our clients multiple support channels. They can either submit a ticket or select the Sign Up or Login options to access our client portal as a Teamwork user:
There are actually quite a lot of use cases for client portals in WordPress. For instance, a blog or news site could incorporate one to accept content from contributors. This would give writers and commenters an easy way to upload files and communicate with you regarding questions or issues they might have.
Put simply, the primary use case for a client portal is for businesses that provide services to clients or registered users. With these, the client portal would be most beneficial in terms of providing support, which could include self-service solutions as well as ticketed support.
Certain industries in particular can benefit from building a WordPress client portal, such as finance, legal, and other service-based businesses. Even hospitality and retail could find some use for them.
Users of MemberMouse seem to really enjoy it based on their overwhelmingly positive testimonials. Not only does it seem extremely stable, but many have chosen it after considering other login portals for their clients.
Considering this plugin covers all the necessary bases, you could realistically use it to create any membership site and corresponding WordPress client portal for everything from services and product-based subscriptions to news, e-learning, listings, and more.
MemberPress* is a quality, popular WordPress membership and client management plugin. With it, you can quickly set your website up with a number of subscription packages that grant users special access to content, profile management, subscription management, and more.
In addition to being an all-around powerful solution for setting up client portals in WordPress, MemberPress also integrates with Stripe, WooCommerce, and Help Scout (also featured on this list). If your goal is to add a portal onto a membership or e-commerce site, this may be the solution for you.
Ultimate Member is a freemium WordPress plugin you can use to build memberships for your website. For the purposes of implementing a simple client portal on your WordPress site, the free version should suffice. With it, you can give members the ability to update their profiles while gaining access to special content.
Ultimate Member premium also comes with more options for building out client portals and what you are able to accomplish through them. You also have the option of purchasing the Extensions Pass or the Extensions and Theme Pass.
If you want to ensure that all project-related communications and payments remain secure, Freelance Manager is a solid choice. Thanks to its built-in security and backup features, you can rest assured that this plugin can help you build a safe WordPress client portal.
For those of you wanting to create a simple WordPress client portal solution for readers of your blog or news site, WP-Members Membership Plugin is worth considering. With it, you can add a user registration process to the front end of your site, enabling them to access upgraded content.
WP Customer Area is a basic yet effective WordPress client portal plugin that offers an all-in-one solution for managing private content on your website. This free plugin is worth checking out if you want a hassle-free, no frills method of sharing files and pages on your site with multiple users.
As we discussed in this post, you can quickly build and configure WordPress client portals for yourself or your development clients with the assistance of a plugin. Plus, you have plenty of solutions to choose from based on your specific needs.
Yes, you can use Envira Gallery on client sites in two ways. Either you can purchase the Agency license OR purchase an appropriate license for each client sites (yes you can refer them and earn 20% commission through our affiliate program). 153554b96e
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