XTRF Client Portal offers functionality,
secure communication, and data storage capacity
better than traditional emails or FTP.
What is the Client Portal?
Client Portal lets your clients see and edit
all their project and company data in the cloud,
meaning less reliance on your team.
What is the Client Portal?
Client Portal lets your clients see and edit
all their project and company data in the cloud,
meaning less reliance on your team.
How do you access it?
Clients log in from any device with access
to the Internet with a password and username
created for them once their profile is set up
in the system.
How do your clients benefit from the Portal?
Feel free to send these details to them so they know what they can look forward to
– what better way to get them excited about the technological change to come?
Quotes & Projects
- create a quote or project in less than 60 seconds
- accept a quote with just one click
- track the status of current projects
- easily upload and download project files no matter the file format
- access files for ongoing and completed projects
Contact & Data Management
- contact Project Managers directly through the Portal (no email necessary)
- add company contact people
- edit personal or company data
- upload company resource files
- install widgets and personalize the dashboard view
Invoicing & Reporting
- find and download pending and paid invoices
- check the status of payments
- review the value of projects over a chosen period of time
- analyze, download and print a chart of KPIs
Confidentiality & Security
- XTRF is a web-based application that doesn’t require any additional software or add-ons
- all data is directly transferred to end-users through HTTPS/SSL high-grade encryption protocols
- all users have unique login details based on securely hashed passwords, and multiple user sessions are not allowed
- data is backed-up daily to a secure offsite location, while the network and all critical hosts are actively monitored for intrusions
- regular penetration testing audits are performed, and security risk assessment is carried out daily
- privileged and administrative accounts are limited to XTRF Administration staff, and all privileged actions on systems that process sensitive information are recorded in the event log
- application event logs, which capture users’ activity, identify sources of security events and record violations, are stored for auditing purposes
- all data is classified and secured, based on its level of risk, in accordance with the privacy and confidentiality requirements and guidelines set by local and EU law
- servers are located in secure data centers in Germany, Canada, and France
Customize the Client Portal to suit
Request customizations based on your and your Client’s needs:
- set rules in forms,
- add dropdowns,
- checkboxes,
- and automatically fill fields with specific data,
- add widgets, tabs, buttons,
- hide data from certain users,
- or change how XTRF looks.
You name it – XTRF is able to match your needs in all aspects.