Concise Digital’s New Client Portal is now LIVE

Concise Digital has just launched the new version of CAP, the ‘Client Access Portal’ for Concise Digital clients. CAP is fully responsive, which means it works well on mobile, tablet or desktop devices.

With the newly designed portal interface, CAP provides clients with direct 24/7 access to their information in the Concise Digital CRM.

The CRM is our own custom-built business management system used by the 50+ team members at Concise to efficiently manage the many hundreds of website projects and digital marketing tasks for our clients.

New Features in CAP

The ability to easily schedule invoices for staged payments is probably the nice new feature that clients asked for the most, along with the ability to easily update their preferred payment methods.
The new CAP provides all this, and more. You can:

• View or download current and past invoices
• Select to pay an invoice
• Schedule one or more invoices for staged payment
• View and update Scheduled Payments
• View Payment History
• View or update your payment methods
• Add new payment method (Bank Transfer, Visa or Mastercard)

 

The new CAP also enables clients to:

• View and update your business information, including details of specific contact people within your business.
• View details about your Domains, Website Hosting accounts and your Websites.
• Use quick links to easily find our ‘How To’ Guides and other resources.
• View and update your Contact, Meeting & Service preferences.
• Use the handy messaging system to contact us fast.

 

CAP Login

Clients can log in to CAP at https://clients.concise.digital.

Your existing login credentials to the previous version of CAP may continue to work, but if not, please use the ‘Forgot Password’ facility.

If your email address is not recognised by the password management system, then please contact us so we can give you Client User access to CAP.
 

Feedback & Ideas

Please let us know what you think of CAP. We really do want your feedback and ideas.

In fact, for the next 3 months, we’re offering a monthly prize of a case of good wine for the best suggestion of what Concise can add to CAP to make it even better for you. You can email your ideas direct to me or give me a quick phone call if you prefer.

 

Thanks
Richard Keeves
Director