6 Ways to Know if Your Client Portal is Outdated

Are you confident that your client portal is up to date and performing optimally for your customers? A client portal can be a great way to improve communication with your clients, but only if it’s updated.

A client portal is a web-based application that allows clients to access and interact with your business. They can view and manage their account information, submit support tickets or requests, etc. It can be a great way to improve communication and customer service.

If it’s not up to date, here are six ways to tell. From features that are no longer supported to ones that are simply sluggish and outdated, these signs can help you identify whether it’s time for an upgrade.

1. It’s Sluggish and Outdated

If your client portal feels sluggish and outdated, it may be time to upgrade. Ancient features and graphics can make the user experience less than optimal. To improve performance, consider upgrading to a newer version of the software or switching to a different platform.

2. It’s No Longer Supported

The latest version of your software should support the portal. If it’s not, you may experience problems with compatibility. To ensure that the newest software supports your portal, upgrade to the latest version of your software.

3. It’s Difficult to Use

Challenging to use means challenging to navigate, find information, and complete tasks. If your client portal is difficult to use, it’s likely because it’s outdated and needs an upgrade. Upgrading to a newer version of the software or switching to a different platform can make the user experience easier and more intuitive.

4. It’s Not Mobile-Friendly

Your client portal should be mobile-friendly. If it’s not, you’re missing out on a critical opportunity to reach your customers. More and more people are accessing the internet from their mobile devices, so your portal must be responsive to these devices.

To ensure that your portal is mobile-friendly, upgrade to a newer version of the software or switch to a different platform that is mobile-friendly.

5. It Lacks Features

Your client portal should include all of your customers’ features to interact with your business. If it’s missing key features, it’s likely because it’s outdated and needs an upgrade. Upgrading to a newer version of the software or switching to a different platform can often add missing features from your current portal.

6. It’s Not Customizable

Your client portal should be customizable so that you can make it fit your specific needs and requirements. If it’s not, it’s likely because it’s outdated and needs an upgrade. Upgrading to a newer version of the software or switching to a different platform can often provide more customization options.

To Sum It Up

Have you ever been in a meeting, and suddenly, someone pulls out their phone to check something? It can be distracting, making you look like you’re not paying attention. The same thing can happen when your clients try to work with you. If your client portal is outdated and unsatisfactory, they may ask your business rivals for help.