Design Psychology Is the Reason You & Your Clients Will Love Onehub Client Portals

Business design psychology has a much more significant impact on your customers than you may expect. The subtle design clues clients pick up on when they use your website, cloud software, or product paint a subconscious picture that can positively or negatively influence their future decisions. 

For example, custom branding your Onehub client portal creates a seamless experience between your website and the portal. When using your client portal, customers will subconsciously note that your company is professional and easy to work with, making them much more likely to stay engaged with your business.

We’re going to cover some of the psychological principles that make Onehub’s software design appealing to customers, and how you can make it even more effective with custom branding. 

Design principles that make Onehub simple to use

Human-centered design

Human-centered design is all about giving users thoughtfully designed products that make their lives easier. This is the entire basis of Onehub, which was born from the simple idea that business software shouldn’t be terrible to use. We created Onehub’s workspaces, virtual data rooms, and client portals to help people work together more efficiently and securely. 

We dedicated time to truly understanding the needs of our users, and we designed a platform that’s enjoyable to use, increases productivity, and keeps data secure. 

Mental models 

Good design guides a user to take the correct actions when using a product. Mental models are one of the ways designers are able to do this effectively. A mental model is your thought process about how something is going to work in the real world. You create mental models subconsciously using your past experiences and understanding of the world, and they help you make quick, informed decisions. 

Mental models are one of the psychological reasons Onehub requires little to no training to use. Our Workspaces are designed to be familiar. When your client logs in to your virtual data room, they’re not going to be disoriented. Their mental model will reference years of experience organizing files on their computers, and the user will immediately understand the basics of how to upload a file, download a folder, or share a file. 

Gestalt principles

Have you ever used a website or software that had you clicking around in a panic trying to get back to where you were? That’s a sign of poor design that didn’t account for gestalt theory.

Gestalt principles refer to the way humans perceive visual information. The human brain is always trying to categorize complex elements to make them simpler to understand quickly. It does this by analyzing features such as proximity, symmetry, and similarity. 

Onehub uses gestalt principles to make it simple for users to understand related elements at a glance. For example, the tabs that guide you through the Workspace are grouped closely together and have the same design to indicate that they’re all part of your top-level control. This lets users navigate Workspaces confidently and without any hassle. 

Hick’s law and Miller’s law

Some business software providers have a “more is better” approach, but this requires users to be trained on the software, leading to frustrating user experiences. Onehub embraces simplicity instead and follows both Hick’s law and Miller’s law.  

Hick’s law explains that the more options a person is presented with, the longer it will take them to make a decision. Miller’s law asserts that our immediate memory can only hold five to seven pieces of meaningful information. With these laws in mind, Onehub presents users with no more than seven menu options at a time. While we have a robust platform with many powerful features, they are presented in a streamlined design that’s easy to understand.

How you can use design psychology to improve your customer experience

While Onehub has done the heavy lifting in the design area, there are still steps you can take to further improve the user experience for your clients. Custom branding your cloud storage, client portals, digital Workspaces, and virtual data rooms is a great way to increase customer trust and engagement. 

Logo and brand colors

You can add your logo and brand colors to all of your Onehub Workspaces. Not only does this present a more professional look, it also has a big psychological impact on clients. Custom branding is one of those things that people don’t notice when you’ve done it, but they always notice when it’s missing. When customers sign in and see a branded digital workspace, they will instantly feel more confident in your business.

Workspace themes

Workspace themes allow you to set a default mode that you want to appear on every new Workspace. Themes include your logo, brand colors, and the pages that you want to be used. This means you only have to customize your design once, and then you can easily apply that look across all of your Onehub Workspaces. 

Custom domain and email

Creating a custom domain and email is a great way to maintain consistency and establish familiarity with clients. When your customers log in to your Workspace, they’ll see a domain name that they recognize. This creates a seamless experience between your website and your Onehub Workspace and ensures your customers are never confused about whether they’re in the right place.

Similarly, custom email addresses provide a comforting familiarity. When your clients receive an email notification from your Workspace, they’ll instantly recognize your custom email address. Without a custom email, your clients will receive a message from an address that looks like “workspace-123@reply.onehub.com,” rather than “hello@yourbusiness.com”. At first glance, an uncustomized email may not register as being from your company and could be ignored. 

White label

The white label option takes all of the benefits of custom branding to the next level. It removes all Onehub branding, so the Workspace, client portal, or virtual data room looks like it comes directly from your company rather than a third party. It’s the most professional option and provides the greatest user experience for your clients.

Psychology plays a huge part in good business design and user experience. Are you ready to give your employees and clients easy-to-use business software that makes their lives easier? Sign up today for Onehub’s free 14-day trial to see how much more productive your business can be. 

How A Client Portal Can Support Your Business

In today’s competitive marketplace, your business needs every advantage it can get to attract and retain customers. Client portals are an excellent way to provide the personalization, convenience, and customer service clients expect. They also keep you and your team organized and save time and money by streamlining workflows. 

What is a client portal?

A client portal, sometimes called a customer portal, is a secure login area on your website. When a client logs into the portal, they’re taken to a digital workspace that houses information specific to them. It’s an area where your customers can interact directly with your team, view files and tasks related to their projects, and see important documents related to your business such as FAQs. You can custom brand your client portal to make the transition from your website to the workspace seamless.

Why does your business need a client portal?

Client portal software offers many advantages for your business. They’re flexible tools that can adapt to any number of use cases. Below are some of the benefits you can expect from a customer portal. 

Improve customer satisfaction and retain clients

Clients have come to expect a certain level of personalization in their interactions with a company. When they log into Netflix, they expect to see movie recommendations that fit their interests. When they buy clothes online, they want to see customized outfit suggestions. And when they work with your company, they want easy access to the files and information that pertain to them. 

With client portals, you can dedicate digital workspaces to each of your customers. Within their personalized workspace, they’ll find files, tasks, messages, and updates that allow them to easily see invoices, project progress, or any other relevant information you want to make available. 

Your clients will love having a personalized digital workspace, and they will also appreciate the convenience of 24/7 access to their client portal. With a cloud-based portal such as Onehub, your customers can view their workspace at any time and from any device. 

Customers value personalization and convenience, and providing these through a client portal makes it clear that your company values their business and is responsive to their needs. 

Increase customer engagement

Many projects and deals require collaborative efforts between your customers and your team. For example, a Realtor needs their clients to upload important documents such as loan applications in a timely manner. If you don’t have a convenient way for clients to upload their documents securely, they are more likely to procrastinate on these tasks. 

With an organized and easy-to-use client portal, your clients can upload files, review and approve document updates, and respond to questions without any hassle. The easier you make the process, the more engagement you’ll get from your customers. And more engagement directly benefits your company’s bottom line. Engaged customers bring in 23% more revenue than less involved counterparts.

Share confidential information securely

Digital security is a top concern among businesses and customers. Data breaches are common occurrences these days, and customers are understandably concerned about the security of their personal information. 

You can ease those worries by providing your clients with a secure portal where they can upload files and share other types of information without fear of a data leak. Security varies across different client portal software, but with Onehub, you get security measures such as bank-level encryption, targeted roles and permissions, secure links, strong password enforcement, two-factor authorization, and much more.  

Easier to manage clients and collaborators

As your business grows, you need more advanced methods to manage your customers and their projects, deals, or orders. With a client portal, you can see all of your customers in one place, along with their respective contact information, files, workspace activities, and other details. A portal is much more organized and convenient than keeping track of everything in a spreadsheet or digital folders. 

A client portal allows you to invite new users; change permission levels; add, edit, delete, or hide files, send messages, assign tasks to employees or clients, view workspace activity, and so much more. It’s also a creative tool for managing contractors or freelancers that you’ve hired to work on specific projects for your clients. You can give these workers targeted access so they can only view the files and folders relevant to their tasks.

Saves time and reduces support costs

Client portals can save you and your team an enormous amount of time. Customers can use the portal to self-serve by accessing their files at any time. If they want to know when an invoice is due, if their loan application has been approved, or your company’s refund policy, they can find this information for themselves easily. This cuts down on the number of phone calls and emails your employees receive, so they’ll spend less time on customer service and more time on the work that makes your business profitable. 

Client portals also save time by providing a central location for customer information. Your employees won’t have to search through endless email threads looking for a specific file or constantly switch browsers and apps to create new files or send a message. It’s a one-stop-shop for everything related to your customers, providing your employees with a streamlined work process that supports productivity.

Create a seamless, branded experience

A custom-branded or white-labeled client portal provides a consistent experience for your customers. When they log into the portal from your site, they won’t see confusing third-party branding. It will look like an extension of your website, with your company logo, brand colors, and custom domain. 

This type of seamless user experience has a powerful impact on a customer’s subconsciousness. They may not be able to verbalize why, but they will feel confident that your business operates professionally and can be trusted. 

How do you create a client portal?

There are two main ways you can create a client portal: code one from scratch or use customer portal software. Coding a customer portal from scratch provides the most customization and flexibility, but it’s also time-intensive and requires a highly skilled (read: expensive) developer.

It’s much more common for companies to choose a third-party provider such as Onehub to meet their client portal needs. Onehub makes it fast and simple to create a custom-branded portal that will delight your clients.  

Onehub client portal features 

Below are just some of the useful features that come with Onehub’s client portal software. You can also watch our client portal in action with this demo video.  

  • User-friendly interface that doesn’t require training to use
  • Drag-and-drop file uploads
  • Full-text search
  • Version control
  • File synchronization
  • Two-factor authentication
  • Bank-level encryption
  • Secure file links
  • Role-based permissions
  • Audit trails to monitor activity
  • High-quality previews
  • Integrations with Google Drive, Microsoft Office Online, and DocuSign
  • File and folder comments
  • Tasks and messages
  • Custom branding

In addition to these helpful features, we also provide new users with a free 14-day trial. We want you to have ample time to explore our client portals to see if they’re right for your business. Sign up for your free trial today. 

Everything You Need to Know to Find a Great Client Portal Provider

What is a client portal?

Client portals, or customer portals, are secure digital workspaces that companies use to share information, communicate, and collaborate with clients. Clients access this area by logging into the portal from your business website. 

Once they’ve logged in, your customers will be able to access the documents you’ve made available to them. They can see invoices, project updates, tasks, and so much more. The possibilities are endless and will depend on how your company prefers to work with clients.

What can client portal software do for your business?

Your customers want to have easy access to your team and the information they need. Client portals can function purely as a self-service area where your customers can view how-to guides and business policies, or it can be an interactive space where clients create tasks for your team, review and approve updates, and upload important assets. 

Improve the customer experience

Today’s customers have high expectations for the companies they work with. They want to feel like your business is accessible 24/7. You can give them that by using a client portal, and it won’t require any additional work for your employees. In fact, it will make their jobs easier by keeping client comments, requests, and project tasks all in one central location. 

There are countless other ways for clients to benefit from using a portal. If it’s 1 a.m. on a Tuesday, and your client wants to see the latest changes to a website mockup, they can do that without any direct interaction with your team. If they’re suddenly hit with inspiration about a project after hours, they can log in and leave a comment on the document it pertains to. This level of service creates happy clients, and happy clients are great for business. 

Remote access for your clients and your team

Client portals enable your employees and your customers to access the information they need from anywhere and at any time. This gives your team the ability to work remotely when needed without compromising their effectiveness, and it gives customers the 24/7 access they need in order to feel supported by your company. 

Secure file sharing

Many projects involve sensitive data such as financial details, company innovations, or medical information. This is the kind of data hackers would love to get their hands on. Many companies still share these types of files by email, but email is inherently vulnerable to attacks. When you share documents through your secure client portal, you and your clients know that the data is protected. It gives peace of mind to both parties and avoids costly data breaches or ransomware attacks.   

How do you find the best customer portal software?

Your company’s needs will determine the types of “extra” features you need in a client portal. However, there are some universally important aspects of client portals. 

Strong digital security 

Hackers love to target businesses because companies store an incredible amount of sensitive data. Ransomware attacks rose 158% in North America between 2019 and 2020, and this trend isn’t stopping. Strong security protocols are essential for any software you use, including client portals. 

Below, we cover some of the most important security measures to look for as you evaluate customer portal providers. 

256-bit encryption

Encrypting data such as files and communications makes them unreadable to hackers. The “256-bit” refers to the length of the key needed to decrypt a file. For 256-bit encryption, a hacker would have to try 2256 combinations to access the file through a brute force attack. There isn’t a computer on earth that’s fast enough to break this level of encryption. It would take billions of years, and we’re confident you would not be concerned about your business data by that time. 

Some client portal providers offer 128- or 192-bit encryption. These are also good options, but they don’t offer quite as much protection. Think about it in terms of a home safe compared to a bank vault. Consider the value of the data you’ll be storing and sharing through the portal, and choose the level of protection that will give you peace of mind.

Strong passwords and two-factor authentication

A weak password is a hacker’s best friend. If you feel confident that your employees will automatically create secure passwords for your company’s software, we urge you to reevaluate. Weak employee passwords are responsible for 80% of company data breaches. Instead of relying on your team to come up with passwords more secure than “abc123,” choose client portal software that can enforce strong password requirements. 

You can take your data security a step further and choose a provider that also offers two-factor authentication. As the name implies, this is a method of account authentication that requires two factors — traditional login credentials and an alternate verification method. The second factor is often a security code sent to a mobile device or email address; however, there are many other options such as a thumbprint, voice confirmation, or a security token. 

Two-factor authentication ramps up your account security by ensuring stolen passwords are useless. Without the second verification method, which is extremely difficult to get, a hacker won’t be able to access the account.

Advanced options for roles and permissions

Some files and features in your client portal might not be appropriate for all users to access. For example, if you upload a confidential report for your client’s accountant, you don’t want every user with client portal access to see it. 

To control this, you need to be able to set roles and permissions for your users. Look for providers that allow you to customize which users can access certain files, as well as features such as who can assign tasks, leave comments on files, or print documents.

Collaborative tools

To make the most of your client portal investment, find a provider that’s offering more than a simple online file repository. Look for features that will support collaboration and communication between your staff and your clients. 

File syncing and version control

File syncing allows users to work within the same file simultaneously. Changes made to the document are updated in real-time, so everyone is working with the same information. This is an essential feature to ensure you and your client are literally on the same page. 

File version control solves the problem of having multiple versions of the same file. We’ve all experienced the struggle of trying to find the most up-to-date version of a file or identifying that one small change that differentiates two file versions. File versioning keeps a history of the changes made to a document and makes it simple to revert to an older version if needed. This feature is a lifesaver for client collaborations.

Comments on files and folders

File storage is one of the main functions of a client portal, so the ability to leave comments on files and folders is a valuable feature. Without this context, it can be difficult to know which file a client’s question or comment is about. Commenting directly on the file or folder eliminates the need for time-consuming back-and-forth with the client to determine which file they meant.

Tasks

Businesses often choose to use client portals to simplify project collaborations with clients. Tasks support this collaboration by making it simple to manage project details. A client or employee can assign a task to a specific user and then track its progress to ensure it’s completed. This feature is especially helpful for complex projects with many moving parts. When you can assign tasks, there’s no need to worry about who is doing what or what’s left to be done. 

Custom branding and white labeling

Client portal software that has custom branding or white labeling options allows you to present customers with a secure digital workspace that looks professional and seamlessly integrates with your website. 

Taking the time to brand your client portal makes for a better customer experience that aligns with your company. It can be a jarring experience to land on a sign-in page or receive notifications that, at first glance, don’t appear to be from your company. Custom branding allows you to remove that potential confusion that could make clients hesitant to use this valuable software. 

The best custom branding options will include adding a logo and brand colors, branded emails and sign-in pages, and custom domains. A white label option will provide all of that functionality and will also remove any third-party branding from the portal. 

Intuitive interface

It’s important to choose a client portal with a user-friendly interface to get the greatest level of opt-in from your clients. Customers don’t want to spend hours training to use new software. If the design is overwhelming, they’re not going to use the portal and won’t be able to reap the many benefits it provides. 

When you’re evaluating client portal solutions, look for designs that are formatted in a familiar way. During your free trial (which should definitely be on your list of “must haves”), pay attention to how well you can intuitively use different features. Is it immediately obvious how to upload a file? Did you spend five minutes searching for a way to assign a task? Did you click around so much you couldn’t find your way back to the main dashboard? Let your initial experience within the portal determine whether it’s a good option for your staff and customers. 

Free trial

The best way to get a feel for how a client portal will work for your business is to take it for a test drive. Screenshots and demo videos are great, but they don’t compare to working directly with the software. A provider that is confident in the quality of their client portal will offer potential clients a free trial. Be wary of any client portal solution you have to pay to try out, or even worse, sign an up-front contract for. 

At Onehub, we firmly believe that a free trial is the only way to understand how well new software will work for your company’s unique needs. We offer a generous 14-day free trial and no long-term contract lockups because we’re confident that our client portal’s security, custom branding, user-friendly interface, and collaborative features will meet your needs. Sign up for your free trial today!

Client Portals: The Magic Tool for Better Customer Engagement

Why is customer engagement so important?

For many industries, providing clients with the best final product or service requires them to work collaboratively with your team. Fully engaged clients bring in 23% more revenue than their less involved counterparts. They’re also more likely to be satisfied with your services because they had an active role in shaping them.

It’s an ironic truth that clients sometimes seek out services and then derail their own projects by not fully participating in the process. They will seemingly drop off the map, not responding to emails or calls, consistently missing deadlines, or not approving project milestones. Often, the problem isn’t that they don’t want to participate; it’s that they’re busy, distracted, or overwhelmed. A customer engagement portal allows you to seamlessly integrate your collaboration process into your clients’ daily lives.

Onehub client portals improve customer engagement and collaboration 

If your typical client collaboration process involves a jumble of phone calls, emailed files, random Post-it notes, or complicated software, we’re here to show you a better way.

The key to profitable client engagement is organization and convenience. Onehub client portals are a straightforward and cost-effective way to provide this. 

A client portal is a secure login area on your company’s website. Users enter their credentials to log in and access a digital Workspace that’s custom branded and tailored to their unique needs. The Workspace provides cloud storage for business files, enables easy and secure file sharing, and offers collaboration tools such as automatic syncing, comments, and tasks.  

If you’ve tried a technology-based approach before and found that customers worked around the platform rather than in it, your software was likely difficult to navigate and inconvenient to use. When you provide a simple user interface such as Onehub’s, clients are more than happy to reap the many benefits a portal offers. 

How portals benefit your clients

Client portals keep business files secure

Without a doubt, convincing clients to stop emailing files is one of the biggest hurdles to securing and streamlining your client collaboration process. Emailing files is second nature for many people, but it’s an inherently insecure file-sharing method. It also makes it extremely difficult to search for files later.

To make sure clients switch over to securely sharing files, start by letting them know the dangers of emailing files. They may not realize that hackers can easily steal their emailed business files, or that once sent, a recipient can use and share the file however they like. Confidential files such as financial documents or intellectual property are a gold mine for hackers, and they won’t hesitate to steal poorly secured files.

Onehub’s secure client portal protects that information by requiring credentials to access the Workspace. Files stored in or shared from the Workspace are protected by bank-level encryption, and SSL protocols ensure that every communication is sent over a secure connection. Features such as role-based permissions, audit trails, session timeouts, and two-factor authentication mean your client’s data is fully protected. 

Once clients see that sending a file through the Onehub platform is just as simple as emailing it (arguably even easier) and that it protects their confidential information, they are happy to make the switch. 

A client portal allows customers to self-service 

For easy-to-answer questions or general information, clients want the option to help themselves. This is great news for your team because it means fewer phone calls and emails to respond to and more time to focus on delivering a great product or service.

You can custom-brand your client portal and Workspace to look like an extension of your website and not a third-party feature. Within the Workspace, you have total control over what clients can see and do. Project files, invoices, FAQs, and tasks are a great foundation to start building out your client-specific Workspaces. 

Access to necessary files and information empowers clients to answer some of their own questions. The more convenient the collaboration process is for clients, the more they will engage and recognize the value your company offers. 

Client portals improve communication and productivity

A client portal encourages customer engagement with your team. Clients can access this dedicated space at any time and from any device, making it extremely convenient for busy schedules. 

Clients can check in to see if there are any pending tasks they need to complete, leave comments with questions about new updates on a file, or approve a mockup. They can also send messages when they need more in-depth information from the team. 

To increase productivity even more, clients can preview files without leaving the Workspace. They can also create or edit files using our helpful integrations with Microsoft Office Online and Google Drive. 

These details and tools are easy to see at a glance and provide clarity at every stage of a project. When your client collaboration process is perfectly streamlined, customers don’t have to force themselves to stay engaged. There’s no frustrating or inconvenient software to muddle through or an unorganized mass of emails to excavate; the client portal simply becomes a seamless part of their routine. 

Client portals promote brand loyalty

When your clients log into a white label client portal and access the Workspace, they see a professionally designed platform branded with your company’s logo. Everything is organized and easy to use without any training. That is an excellent impression to make. Clients immediately know that they’ve hired a competent, professional company to meet their needs. It inspires trust, strengthens business relationships, and makes clients want to hire you again. 

Keep your customers happy and your business healthy with a Onehub client portal. Sign up today for a free 14-day trial

7 Reasons Your Clients Will Love Onehub

Meeting clients’ needs is the number one goal of successful businesses. For many companies, meeting those needs involves a significant amount of client interaction and collaboration. The processes and software you use to collect information from clients are just as important as the final product or service you provide them. Onehub was created with these needs in mind, and our platform consistently wows clients with its user-friendly interface, top-notch security, and robust functionality.

Onehub makes your clients’ lives easier

1. Clients know their confidential business files are protected. 

Data security is understandably a top concern for your clients. Onehub can help you ease their worries and win their trust by ensuring confidential information stays secure. Our security protocols mirror the fastidious measures used by banks, such as 256-bit encryption and data stored across multiple facilities and devices. 

In addition to bank-level security features, Onehub provides users with an arsenal of privacy and security tools such as granular permission settings, secure link sharing, encrypted communications, and Custom Agreements clients must accept before accessing content. 

To provide an even higher security level for your most sensitive business interactions, you can create a Virtual Data Room (VDR) for your clients. Within the VDR, you have the same security features as a traditional Workspace but with additional tools such as document watermarking, user anonymity, and more extensive audit trails. These extra features make clients feel confident that their confidential information is always safe.

What users are saying

“Look at Onehub, and you see an elegant, easy to use, and highly secure data management system.” Elie Azar, Managing Director, White Wolf Capital 

Defining precise permissions puts my customers at ease,and limiting content interaction allows me to better control access to sensitive data.” Matthew Holland, Ray White Business Sales

2. Our intuitive interface is easy for clients to use from day one.

If you’ve ever had to train a client to use complex business software, you know what an arduous task it is. It requires the patience of a saint and many deep, calming breaths. It’s also a trying experience for your client. They just want to securely share files with you or approve new changes to a document. They don’t want to endure a training session for overly complicated software. You can save yourself, your team, and your clients from this fate by choosing Onehub. Our technology solution has everything your clients need in a streamlined, easy-to-use interface. 

Many businesses have trouble convincing clients to work within their designated software instead of sharing files and information via email (which is not secure and makes finding attachments difficult). Clients only do this when your chosen platform is intimidating, difficult to use, or lacks necessary features. Onehub is simple to navigate and has everything your clients need in one convenient location, so you don’t have to worry about them operating outside of our secure platform. 

What users are saying

“With the previous program, we constantly got calls about login and account setup problems and how to use the file sharing. Onehub applies the same kind of file and folder navigation that people use every day, so clients catch on quickly without any help.” J. Bruce Ricciuti, President, Birch REA 

“Ease of setup and use were essential. The same functionality that made it easy for us to adopt [Onehub] has made it easy to onboard additional users both inside and outside our organization.”  Abram B., Director of IT

3. Clients can share files quickly and securely. 

Email is often clients’ go-to method for sharing business files because it’s familiar; however, emailing files can create several problems. Email is inherently insecure, so it’s simple for hackers to intercept business files that may contain sensitive information. Email also has frustrating file size limits, makes it difficult to find attachments later, and doesn’t provide confirmation that the file was received. 

Some businesses avoid email file sharing by using file transfer protocol (FTP). As the name suggests, it’s a much more technical option. Many clients find it confusing or overwhelming and will often default back to emailing files. FTP is more secure than email, but it’s still vulnerable to attacks and can be slow to transfer files.

Once your clients understand the risks involved with emailing files, they’ll want a secure option that’s simple for them to use. Onehub’s platform makes secure file sharing fast, easy, and secure. The interface is user-friendly, and clients can transfer files directly or with secure links. Our stringent security protocols protect every file sent via Onehub, so your customers can confidently share their business files.

What users are saying 

Everyone is saved from the painful process of sending files by email or FTP … To be competitive, we have to provide a project management solution that lets clients collaborate on projects, saves them time, and is easy to use while maintaining the security of their information. Onehub is the solution that offers this and more.” Cindy Hearn, Sales & Marketing Specialist, PRG

4. Custom-branding and white-labeling options give clients confidence in your business.        

Onehub users can create unlimited custom-branded or white-labeled Workspaces. These are essentially digital office spaces that cater to each of your clients. Creating this dedicated space for clients sends a clear message that you value their business. A custom-branded Workspace provides them with a secure and easy-to-access central location where they can find all the files they need, approve project updates, complete or assign tasks, and collaborate directly with your team.

Clients appreciate having a polished Workspace that’s organized and gives them access to all the tools they need. It makes your business look extremely professional, capable, and conscientious, all of which boosts clients’ confidence in you and your team. 

What users are saying

“I love how quickly we can set up custom client Workspaces. It delights our clients to have their own area and provides special value to them.” Marcy Kalina, Vice President, MossWarner

“One of the most significant features that OneHub offers is their custom white labeling. This feature allows you to add your own company’s logo on all of the web addresses that your users visit. Your users (vendors, customers, contractors) don’t feel like they are visiting a third-party vendor, which is a plus in my book.” Randy P., Senior Project Manager

“We use the site to share content with clients, and [white labeling] makes us seem polished and bigger than we are to have ‘our own’ file-sharing site.” Lee T., Client Relationship Manager

5. Custom Agreements and DocuSign make it easy for clients to sign NDAs and other important documents.

Printing an NDA, signing it, scanning it, and emailing it back to your contact is a frustrating process. Onehub simplifies non-disclosure agreements by providing Custom Agreements and DocuSign integration. 

You can choose to customize the Agreement tool to reflect the legal requirements you want clients to abide by. Before entering the Workspace, Client Portal, or Virtual Data Room, clients can review the document and accept the terms with one click. 

Our DocuSign integration is similarly easy, with clients accessing files from within the Workspace and typing their e-signature to acknowledge receipt of the document or acceptance of the terms. Clients value these two features because they dramatically simplify what used to be a lengthy and tedious process. 

What users are saying

“Getting sales leads to sign a non-disclosure agreement used to be complicated, stressful, and time consuming. After discovering Onehub’s Custom Agreements feature, BankTEL was able to unify and transform the entire process into a more automated and auditable one-click action.” BankTEL case study, details provided by Bonnie Baker, Director of IT

6. Microsoft 365 and Google Drive integrations make it more convenient to access files.

It may not seem like switching back and forth from your browser to a downloaded file multiple times a day is a huge deal, but it has a surprisingly negative impact on your efficiency. Research has shown that these short breaks in our focus collectively reduce our productivity and increase fatigue. 

Our Microsoft 365 and Google Drive integrations combat this issue by allowing users to view or edit documents without downloading them. New documents can also be created directly within the Workspace. Clients appreciate this optimization that enables them to do everything in one central location. It saves them time and makes their tasks less stressful. 

What users are saying 

“I love the ability to share files securely on a temporary basis with or without a password, the activity log, and the ability to integrate and edit documents in either Microsoft 365 or Google Drive. [This] means I don’t have to download files any longer, increasing my productivity.” Brenda B., CEO and Certified ProAdvisor

7. Onehub’s app gives clients access anytime, anywhere.

Sometimes work needs to happen away from the office. We’ve all experienced a moment when we’re out and about and suddenly have a “this can’t wait” idea or question. With the app always handy, your clients never have to worry about losing their stroke of creative brilliance or forgetting to clarify an important contract detail. They have convenient 24/7 access to the Onehub platform from their phones or iPads. The app is available for both Android and iOS users.

What users are saying 

“The easy accessibility for my clients on both their PC and the phone app is a pro.” Mike N., Owner,  Accounting Firm

I love the mobile app as well, which is simple with no additional apps to install to use it whether for iPhone or Android.” Brenda B., CEO and Certified ProAdvisor

Onehub is a user-friendly and cost-effective solution that will meet all of your clients’ file-sharing and collaboration needs. Try us out for free for 14 days to see how much your clients will love Onehub!

Improve User Experience With Custom-Branded Client Portals

Customers have more choices than ever before, and competition among brands is fierce. To stand out, companies need to provide an excellent customer experience in addition to a great product or service. 

A Client Portal is an effective way to create this experience. It’s essentially a login area on your company’s site that leads to a secure digital storage and file-sharing Workspace. Within this Workspace, you upload the information you want your clients to be able to access.

There are many ways Client Portals can benefit your customers and your team. The more comfortable you make it for clients to self-service, the happier they’ll be, and the less time your employees will spend on tasks such as looking up invoices or explaining FAQs. It also ensures any files shared between your company and your clients are secure.

A few commons ways companies use Client Portals:

  1. Allowing customers to track orders and invoices
  2. Providing a secure area for clients to upload or download files
  3. Enabling easier client collaboration through tasks, messaging, and document sharing
  4. Allowing customers to submit help tickets for technical assistance
  5. Creating a knowledge base of company policies, frequently asked questions, and support articles

No matter how your business uses the Client Portal, it’s important to customize its design to reflect your company’s branding.

Why you need a custom-branded Client Portal

Humans are often irrational when it comes to consumer behavior. Luckily for businesses, we’re also easily influenced by branding and design strategies. With a little marketing psychology and easy-to-use customization tools, you can create a Client Portal that’s inviting, fosters trust, and meets your customers’ needs.

Software for Client Portals is often provided through a third-party service such as Onehub. By default, Portals usually reflect the branding of the third-party provider. This means that when your customer logs into the Portal, they’ll see the logo and colors of the provider rather than those of your business. While the Portal will still function exactly as you want it to, branding plays a huge role in creating a quality user experience for your clients.

Customers want to expend as little time and energy on a problem as possible. If they log in and see the branding of the Portal doesn’t match your company’s website, their first thought could be, “This is confusing. I quit.” 

This is an easy fix now that most providers offer customization for their Portals. Your company can use these features to create a website-to-portal experience that’s seamlessly branded and promotes your company’s professionalism and trustworthiness.

Customization Options for Your Onehub Client Portal 

Onehub provides flexible customization options so you can create the perfect Client Portal for your business. 

Logo and brand colors

The fastest and most effective change you can make to your Client Portal is to upload your company’s logo and brand colors. This customization will show on sign-in pages and your email communications to create a familiar and cohesive brand experience for your users.

Custom domain

To take the seamless branding to the next level, you can customize the domain for your Portal. Your client will log in from the customer or client login button on your website. After entering their credentials on the Portal login page, they’ll have access to the Workspace. In the address bar, they’ll see your company’s custom domain. As with branding, having a custom domain provides clients with a level of familiarity and promotes trust in the professionalism of your company. 

Custom email

You can also set up an email relay to create a custom email alias that aligns with your business. All messages and notifications from the Portal to the client will show your chosen email alias. 

For example, your client will receive an email notification when a task is assigned to them. With a custom-branded email, the from address will be “hello@examplebusiness.com” rather than “workspace-123@reply.onehub.com.” 

It’s an easy feature to add and provides a more personalized experience from your company rather than a third party. 

White label

The white label option removes all Onehub branding, so the Portal will appear to come directly from your company. This is a great customization feature that centers your business as the star of the show with no third-party branding to distract or confuse users.

Workspace themes and personalization

Just as you can customize your Client Portal, you can also add your logo and brand colors to Workspaces. Your client will log in through the brand Portal, and then have access to the branded Workspace. You can choose to create a Workspace theme that reflects your company’s branding, or you can brand it with your client’s logo and colors.

If your business works with multiple clients, you can create a Workspace for each client. You’ll be able to see all Workspaces from your dashboard, but your client will only have access to their designated Workspace. You can personalize your dashboard by favoriting the Workspaces you use most so they appear at the top of the page for easy access. 

You have complete control over each Workspace’s theme and can make them identical or customize them individually. You can also add or remove the pages that are visible to your clients within each Workspace. 

Additional resources for Onehub’s custom Client Portal features

By taking advantage of the personalized features Onehub offers, you can create Client Portals and Workspaces that present your company in a professional light while ensuring your clients have a pleasant user experience. 

For step-by-step details and a visual walkthrough of all the Client Portal and Workspace customization features Onehub offers, check out our Client Portal demo video and helpful support article.

If you’re not yet a Onehub customer, you can test-drive our user-friendly Client Portals for free