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ClearScope CRM

We offer a wide range of products for all of your hospitality needs.‚Äč

Client Portal Software

Manage your business like a PRO with ClearScope CRM, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.

Avoid the pain of setting up, learning, and paying for a mishmash of separate software tools.

My Portal App REPLACES the core functionality of ALL these tools

CRM + Automation

Automate your Lead generation & Onboarding Process

Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.

  • Embed Intake Form on your website
  • Unlimited Custom Fields in CRM
  • Customize the Client Portal experience
  • Automate your Onboarding process
  • Create Funnel/Landing Pages to suit

Replaces…

White Label Portal + Mobile App

Customize the Client Portal experience with your URL, Logo & Colors

Your Clients & Staff will access your Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.

  • Portal can be setup on your URL
  • White Label Mobile App is included
  • Fully Branded Login Page
  • Fully White Labeled email notifications
  • Users never see the My Portal App brand

Replaces…

Onboarding + Custom Dashboards

Client’s unique data is dynamically merged into their assigned Custom Dashboard

Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.

  • Assign a custom Dashboard to each Client
  • Set custom Dashboard as the ‚ÄėStart Page‚Äô
  • Each Client uniquely sees their own data

Replaces…

Invoicing + Subscriptions

Get paid Online + Subscription Payments + Membership Site

A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.

  • Quickly create Invoices that can be paid online
  • Auto-converted Estimates to Invoices
  • Invoice both ‚ÄėOne Time‚Äô & Subscription items
  • Clients can manage & cancel Subscriptions
  • Securely store ‚ÄėPayment Methods on file‚Äô

Replaces…

Cloud File Storage + Transfer

Securely storing, sending and sharing files has never been easier.

Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.

  • Client files are securely insulated
  • Integrate file(s) upload into onboarding
  • Use File Requests to ask Clients to upload
  • Send/Share files of any size to anyone
  • Shared Folders are powerful & flexible

Replaces…

Cloud Proposals + eSigning

Send beautiful Proposals online & Prospects can easily review & accept

Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Contracts, etc.)

  • Proposal are viewed & eSigned online
  • Prospect/Client does not need to login to view
  • Auto-generate Invoice when Client accepts
  • Templates prevent repetitive work
  • Signature is documented & 100% legal

Replaces…

Appointment Booking + Automation

Each member of your team can create a stand-alone ‚Äėbooking page‚Äô or embed their widget on your website

Powerful options to control appointment length, time between appointments, etc… You can configure all the details related to each appointment type, and setup automated actions that happen when a time is booked.

  • Can be used by your entire team
  • Leads can book directly from your website
  • Create a ‚ÄėBook me‚Äô landing page with custom URL
  • Sync appointments to your Google calendar
  • Admin can book on behalf of others

Replaces…

Projects + Templates + Automation

Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work

Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.

  • Project Templates & Profiles eliminate repetition
  • Design a workflow, then automate the steps
  • Task timers allow for granular time tracking
  • Easily convert tasks/projects into Invoices
  • Kanban boards simplify organization

Replaces…

Email Marketing + Drip Campaigns

Easily add Contacts to your Marketing Lists & automatically move them to new list(s) based on triggers/actions

Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Lists.

  • Add manually or via embedded form
  • Send campaigns manually or schedule them
  • Campaign Templates let you re-use base design
  • Import your existing list via CSV
  • Track campaign opens and clicks

Replaces…

Secure Messaging + Live Chat

Communicate seamlessly with Client and your Team in a secure & organized way

Your own private & secure messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.

  • HIPAA Compliant secure messaging
  • Clients can send messages to you
  • Control who in your org Clients can message
  • Organize with unlimited Folders
  • Live chat w/ direct messages & channels

Replaces…

Let’s talk solutions.

Whether your challenge needs a quick fix or a complex solution, our team is here to help. Talk to one of our technology experts today.