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.
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:
The new CAP also enables clients to:
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.
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.
Subscribe to Learn, and you will receive an email with a link to each new ‘ How To’ Blog
article and each new Concise Webinar replay.
Connect with us on social media as we share links to news, vital updates and other cool stuff to make you money and save you money.
This site is protected by reCAPTCHA.
Now you can learn how to stay on top of change in the digital world. We run workshops and webinars to help our clients and our community. Most of these are free.