Migration service
Done-With-You Onboarding Service
We know moving to a new platform for your agency is a daunting task.
If you run an agency, you probably have existing clients, invoices, and projects you wish to import. Let us take care of that and help you succeed with ManyRequests!
What’s included
Portal customization
We’ll hep you customize your portal and also add your domain name (example: app.youragency.com)
We’ll also help you create client onboarding pages.
Create services
We’ll help you create services and order forms. We’ll also show you how discount codes and add-ons work.
Import teams, projects, clients and subscriptions
Once your basic workspace is set up, we’ll help you import existing team members, client requests, and subscriptions.
Give you best practices to use your workspace
Over the years we’ve learnt the best way to make use of ManyRequests..
Specifically we’ll give you tips to customize your portal, create services, manage client requests, and automate your agency.
Frequently asked questions
A white label client portal is a customizable online platform that allows you to interact with your clients in a professional and branded way. With a white label client portal, you can:
1) Provide a seamless and consistent client experience across your website, portal, and emails;
2) Collaborate with your clients using chat, video calls, and notifications;
3) Increase your client retention and loyalty.
ManyRequests offers a white label client portal that is easy to set up, integrate, and customize. Use your own domain, logo, colors, and email templates to match your brand identity.
Implementing a client portal is a simple process with a platform like ManyRequests:
1) Sign up for a free trial of ManyRequests and choose a plan that suits your needs;
2) Connect your domain and customize your portal with your logo, colors, and email templates.
3) Create your services and set your pricing, deliverables, and turnaround time;
4) Invite your team members and assign them roles and permissions;
5) Invite your clients and onboard them to your portal;
6) Start delivering your services and managing your projects through the portal.
7) Collect payments, feedback, and reviews from your clients.
ManyRequests provides you with all the tools and support you need to implement a client portal successfully, including all the steps above.
Client portals are secure, as long as you use a reliable and reputable platform like ManyRequests. ManyRequests complies with GDPR and takes the security of both your agency’s and customer’s project data seriously. Some of the measures that ManyRequests takes to protect your data are:
1) Using SSL encryption to ensure data transfers are encrypted;
2) Secure AWS cloud hosting to provide reliable infrastructure for your portal;
3) Process payments securely with Stripe, without storing any sensitive card information;
4) Using backups and disaster recovery procedures to prevent data loss;
5) Using role-based access to limit data control to authorized users only.
ManyRequests also allows you to set your own privacy policy and terms of service for your portal, and to obtain your clients’ consent before collecting and processing their data.You can also export or delete your data and your clients’ data at any time, upon request.
We are here to help you
Contact us today and let’s begin your migration