Feature Spotlight

Client Portals

Give customers or clients a place to access important information, resources, updates, or materials related to your business. This can make your service feel more organized and professional.

What It Is

Client Portals provide a secure, personalized hub where your customers can log in to access their specific information, resources, and history with your business.

What It Does

It creates a dedicated space for clients to view their past invoices, upcoming appointments, active subscriptions, and any private documents or courses they have access to. It acts as a self-service dashboard for your customers.

Local Business Example: Accounting Firm

An accounting firm uses a Client Portal to give each client a secure place to upload tax documents, view past returns, and check the status of their current filing without needing to send sensitive information back and forth over email.

Core Benefits

Self-Service Access

Empower clients to find their own answers, invoices, and documents without calling your office.

Secure File Sharing

Exchange sensitive information and documents safely within a protected environment.

Professional Appearance

Elevate your brand with a premium, branded portal that makes working with you feel high-end.

Centralized History

Keep every client's interactions, purchases, and appointments organized in one accessible place.

Explore Other Features

Discover more tools to help grow your local business.

View All Features

Websites

Build a professional website for your business that helps people understand what you do, trust your company, and take action. Whether you need a simple homepage, service pages, contact forms, booking links, or lead capture, your website becomes more than an online brochure. It becomes the starting point for getting more calls, messages, appointments, and customers.

Landing Pages

Create focused pages for specific offers, ads, promotions, events, or services. Instead of sending people to a general website and hoping they figure it out, landing pages guide visitors toward one clear action, like booking a call, requesting a quote, downloading a guide, or claiming an offer.

Sales Funnels

Guide potential customers step by step from interest to action. A funnel can help you promote an offer, collect lead information, follow up automatically, and move people closer to booking, buying, or becoming a customer without needing to manually chase every lead yourself.

CRM

Keep all your contacts, leads, customers, conversations, appointments, notes, and follow-ups in one place. Instead of trying to remember who messaged you, who needs a quote, or who has not been followed up with yet, your CRM helps you stay organized and keep track of every opportunity.

Contact Management

Store customer details, notes, tags, activity history, appointment history, messages, and custom information about each person. This makes it easier to remember who they are, what they need, where they came from, and what the next step should be.

Pipelines

See exactly where each lead or customer is in your sales process. You can track new leads, quotes sent, appointments booked, jobs won, jobs lost, and follow-ups needed so nothing gets forgotten and your team always knows what stage each opportunity is in.

Forms

Add forms to your website, landing pages, or ads so people can request quotes, ask questions, book consultations, join your list, or send project details. When someone fills out a form, their information can go straight into your system and trigger the right follow-up automatically.

Surveys

Collect more detailed information from leads or customers before you speak with them. Surveys are great for quote requests, applications, customer feedback, onboarding questions, and helping you understand what someone needs before you reach out.

Quizzes

Create interactive quizzes that help qualify leads, recommend services, or guide people toward the right offer. For local businesses, quizzes can be a fun way to engage visitors while also collecting useful information before the sales conversation starts.

Online Booking

Let people book appointments directly into your calendar without the back-and-forth messages. Customers can choose a time that works, receive confirmations, get reminders, and show up knowing exactly what to expect.

Calendars

Manage your availability, appointments, consultations, calls, estimates, and meetings in one place. This is especially helpful for service businesses that need to book calls, inspections, quotes, demos, or follow-up appointments without manually coordinating every time slot.

Appointment Reminders

Send automatic reminders before appointments by email or text so fewer people forget, miss their call, or no-show. This helps protect your schedule, saves time, and gives your customers a more professional experience.

Missed Call Text Back

When someone calls and you miss it, the system can automatically send them a text message right away. For a local business, this is huge because a missed call often means a missed customer. Instead of losing them, you can keep the conversation going instantly.

Two-Way Text Messaging

Text with leads and customers directly from your business system. You can answer questions, confirm appointments, follow up after quotes, send reminders, and keep conversations organized without using your personal phone.

Email Marketing

Send professional emails to your leads, customers, and subscribers. You can use email to share updates, promote offers, follow up with people who showed interest, educate your audience, and stay top of mind with past customers.

Email Campaigns

Create a series of emails that go out automatically over time. This is perfect for welcoming new leads, following up after someone requests information, nurturing people who are not ready yet, or keeping past customers engaged.

SMS Campaigns

Send text message campaigns to leads and customers for reminders, offers, updates, and follow-ups. Since people often read texts faster than emails, SMS can be a powerful way to get responses and keep customers moving forward.

Conversations Inbox

Manage messages from different places in one inbox, including texts, emails, website chat, Facebook Messenger, Instagram, and more. Instead of checking multiple apps all day, you can see and respond to customer conversations in one place.

Website Chat

Add chat to your website so visitors can ask questions while they are already interested. This helps turn website traffic into real conversations and gives potential customers an easy way to reach out before they leave.

Facebook Messenger

Connect Facebook messages so leads from your page or ads can be managed in the same system as your other conversations. This makes it easier to respond quickly, track the lead, and follow up without losing messages inside social media.

Instagram Messaging

Manage Instagram conversations with leads and customers from one place. If people are asking questions through Instagram, you can keep those messages organized and connect them to the rest of your customer follow-up.

Google Business Profile Messaging

Bring Google Business Profile messages into your system so people who find you on Google can start a conversation, ask questions, and become leads. This is great for local businesses because Google is often where customers go when they are ready to take action.

Call Tracking

Track phone calls so you know where your leads are coming from. This helps you understand which ads, pages, campaigns, or marketing efforts are actually getting people to pick up the phone.

Phone System

Use business phone features like call forwarding, call recording, voicemail, and tracking to manage calls more professionally. This helps your business look more organized and gives you better visibility into customer conversations.

Voicemail Drops

Send pre-recorded voicemail messages as part of your follow-up. This can be useful for checking in with leads, reminding people about offers, or creating a more personal touch without manually leaving the same voicemail over and over.

Automations

Automate repetitive follow-up tasks so leads do not get ignored. When someone fills out a form, books an appointment, misses a call, requests a quote, or becomes a customer, the system can automatically send messages, create tasks, update pipelines, notify your team, and keep the process moving.

Workflows

Build step-by-step processes for how your business follows up with people. Workflows can help you handle new leads, appointment reminders, quote follow-ups, review requests, reactivation campaigns, customer onboarding, and more without having to do every step manually.

Lead Nurturing

Stay in touch with people who are interested but not ready to buy yet. Instead of letting old leads go cold, you can send helpful follow-ups, reminders, offers, and check-ins until they are ready to move forward.

Customer Reactivation

Reach back out to old leads and past customers who have not heard from you in a while. This can help bring in repeat business, revive old opportunities, and generate new sales from people who already know your business.

Review Requests

Automatically ask happy customers to leave a review after a job, appointment, purchase, or completed service. For local businesses, more positive reviews can help build trust, improve reputation, and make it easier for new customers to choose you.

Reputation Management

Monitor and manage your online reviews from one place. You can see what customers are saying, respond when needed, and build a stronger online reputation that helps your business stand out locally.

Social Media Scheduling

Plan and schedule social media posts ahead of time. This helps your business stay active online without needing to stop every day to figure out what to post.

Payments

Collect payments from customers online. Whether you are selling a service, taking deposits, charging for appointments, or collecting invoices, payments can be connected directly to your customer journey.

Invoices

Send invoices to customers and make it easier for them to pay. This helps your business look more professional and keeps payment requests organized in the same system as your contacts and conversations.

Estimates

Create and send estimates to potential customers. This is useful for service businesses that need to provide pricing before a job starts and want a cleaner way to manage quote requests and follow-ups.

Products

Sell products, services, packages, digital offers, or add-ons online. This gives your business more flexibility to collect payments, promote offers, and make it easier for customers to buy from you.

Memberships

Create a private area for courses, training, resources, client content, or member-only materials. This is helpful if your business offers education, coaching, programs, onboarding resources, or exclusive content.

Online Courses

Build and deliver online courses or training programs. You can use this to teach customers, train clients, onboard new buyers, or create a digital product that adds another revenue stream to your business.

Communities

Create a private community where customers, students, clients, or members can connect and engage. This can be useful for coaching, education, support, accountability, memberships, or building stronger customer relationships.

Tasks

Create tasks for yourself or your team so important follow-ups do not get forgotten. Tasks can help you remember who to call, who needs a quote, who needs a reply, and what needs to happen next.

Notifications

Get notified when important actions happen, like a new lead coming in, an appointment being booked, a form being submitted, or a customer replying. This helps you respond faster and stay on top of new opportunities.

Reporting

See what is happening in your business, including leads, calls, appointments, campaigns, opportunities, and sales activity. Instead of guessing what is working, reporting helps you make better decisions based on real numbers.

Website Analytics

Track how your website and pages are performing. You can see how people are interacting with your online presence and use that information to improve your pages, offers, and follow-up.

AI Chat

Use AI to help answer questions, qualify leads, and keep conversations moving. This can help your business respond faster, even when you are busy, closed, or unable to reply right away.

AI Voice

Use AI to help answer calls, collect information, qualify leads, and book appointments. For local businesses, this can help make sure more calls turn into real opportunities instead of missed chances.

AI Receptionist

Let AI help answer common questions, capture caller details, and guide people toward the next step. This is especially helpful for busy businesses that cannot answer every call but still want to provide a quick and professional response.

AI Appointment Booking

Use AI to help book people into your calendar through conversations. Instead of making someone leave the chat, call back, or wait for a reply, AI can help check availability and move them toward a booked appointment.

AI Content Help

Get help writing emails, messages, website copy, social posts, offers, and follow-up content faster. This helps local business owners create better marketing without staring at a blank screen.

AI Website Tools

Use AI to help create website pages, sections, and content faster. This makes it easier to get a professional website started without needing to write everything from scratch.

Custom Fields

Track the information that matters most to your business. This could include service type, budget, project details, location, lead source, preferred appointment time, customer status, or anything else you need to know.

Segments

Group leads and customers based on specific details or behaviours. This helps you send more relevant messages instead of blasting everyone with the same thing.

Lead Capture

Capture leads from your website, landing pages, forms, surveys, ads, chat widgets, calls, and social messages. Everything can feed into one place so your business has a clear system for turning attention into real opportunities.

Follow-Up Sequences

Automatically follow up with people after they show interest. This can include emails, texts, reminders, task creation, internal notifications, and long-term check-ins so fewer leads disappear after the first conversation.

Booking Pages

Create simple booking pages people can use to schedule calls, appointments, estimates, consultations, or services. This makes it easier for customers to take action and saves you from going back and forth trying to find a time.

Internal Team Management

Give your team access to the tools, contacts, conversations, calendars, and tasks they need. This helps everyone stay on the same page and makes it easier to manage leads and customers as your business grows.

Mobile App

Manage your leads, messages, appointments, tasks, and customer conversations from your phone. This is helpful for business owners who are on the road, at job sites, in meetings, or away from the computer.

Integrations

Connect your system with other tools your business uses. This helps keep your business more organized and allows important information to move between platforms when needed.

One Login For Your Business

Instead of paying for and managing a bunch of separate tools, SiteWebster gives you one place to run your website, leads, messages, bookings, reviews, payments, automations, and customer follow-up. For a local business, that means less chaos, faster responses, better organization, and more chances to turn leads into paying customers.

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