Introducing the Pixertise Client Portal
At Pixertise, our mission is to make working with us intuitive, transparent, and collaborative. That is why we are pleased to introduce our new Client Portal. Over the coming month, this portal will be introduced gradually to ensure a smooth transition.
Why a Client Portal
We’ve set-up a 3rd party highly rated client portal and project management platform built to centralise client interactions, everything from tasks and messages to files, task lists, documents and more, all within a single window.
Portal Features & Benefits for You
Organised Workspaces
- Folder Structure: Projects are organised in a clear, nested folder layout, familiar like your computer’s directory system, enhanced with colour coding for quick visual organisation.
- Selective Sharing: We can share only the folders relevant to your project, ensuring clarity and privacy throughout.
Clean, Transparent Communication
- Conversations: The portal includes chat-style messaging where you can communicate directly with us. It smoothly syncs with email, so your replies and updates are captured without extra steps.
- Kanban‑style Boards: Track your project’s progress with use of visual task boards. Each task moves through stages, providing transparency and flexibility.
Files, Docs & Feedback
- File Sharing & Previews: Upload or view files directly in the portal, including PDFs, images, creative files up to 1 GB. Previews help you quickly assess assets without downloading.
- Docs: Create and store documents directly in the portal. Everyone involved can quickly access pertinent notes or project briefs.
- Feedback & Approvals: Comment directly on visuals, designs, images or videos, and manage approvals with ease and clarity.
Trusted, Secure & Intuitive
- Ease of Use: Our chosen platform consistently scores very highly in usability and value metrics, 4.9 ratings for ease of use and overall satisfaction on platforms like Capterra.
- Security: The platform we are using offers SSL encryption, PCI compliance for payments, optional two‑factor authentication, and boasts near‑perfect uptime.
Rolling Out Over the Next Month
We will introduce the Pixertise Client Portal in stages:
- Early Rollout: Adding new tasks and projects as they come in and sending out Client logins as we go.
- Full Integration: We will progressively add all your branding files, documents and assets to your project and add any tasks still awaiting completion.
- Continuous Refinement: We will continue to incorporate feedback and improve user experience throughout the rollout. We will set-up repeating tasks for updates, communication and management tasks.
What This Means for You
- Complete transparency: see every task, message, and file, in one place.
- Efficient communication: no more chasing updates; messaging is instant and tied directly to your project.
