Customer Portal
DASHBOARD
Prevent endless incoming emails and calls.
Everything your clients want to know at a glance, available 24/7.
- Automatically updated, up-to-the-minute information
- Latest progress and photos from site
- Required documents
- Useful contacts
PROGRESS
Improve customer experience with transparency.
Build trust and reduce incoming enquiry —automatically keep clients informed in real-time. Educate with bite-sized, customer-centric milestone explanations.
- Fully customisable to your unique terminology and workflow
- Includes explanatory photos and videos
- Integrated with your internal systems - no double handling
- Educate your client with what is upcoming
AUTOMATED EMAILS & UPDATES
Proactive communication, with no extra work.
Create consistent communication touchpoints. Auto-send an email when a milestone has been started or completed, a photo or document has been updated, a survey is available, and more, all via automation.
- Auto-triggered daily Portal activity emails
- Drive clients to visit their Portal as one source of truth
- Custom-branded email templates
- Auto-applied email signature: point of contact at job phase
“We’re able to provide better service to our clients; it’s made our lives so much easier.
Behind the scenes, we are actually doing less than we were before — with less staff than before.”
Dannielle Mangan — Administration Manager
WA BUILDING COMPANY
WA BUILDING COMPANY
DOCUMENTS
Go paperless. Save time.
No more calls or emails asking for copies of important documents. Let clients view and download contract plans at any time and from any device.
- Contract plans, variations, handover packs and more
- Auto-email clients when a new document is uploaded
- Documents can be pulled automatically via integration
PHOTOS & VIDEOS
Reassure with visual updates.
Present a visual journey of the build process for clients to share with friends and family. Simply take photos or videos on site against a job to make them instantly available.
- Downloadable photos and videos
- Share to Facebook
- Auto-email clients when a new photo or video is uploaded
SURVEYS
Ensure excellent service.
The best way to see if you're delivering a great customer experience to your clients? Ask them!
- Automatically trigger customised surveys at key milestones
- Ensure completion via integrated reminders
- Integrations: Survey Monkey, Zoho, Qualtrics and more
To Do List Actions & Prompts
To Do List is everything your clients need to do - now- to progress their build.
Auto-request signed documents, plans, contracts and more at specific stages through the building process. Clients are prompted to pay invoices, complete surveys, prepare for meetings, anything you need done.
- Keep clients focussed on their responsibilities
- Auto-trigger To Do List notifications and reminders
- Options to auto-generate or create custom To Do's
“We rely on Constructive Software’s Customer Portal to prompt each client to take action at specific steps throughout the new home construction. This speeds up the building process, increases transparency and communication whilst keeping customer satisfaction sky high”.
Administration – La Vida Homes
Take charge of your Customer Experience with Customer Portal.
MESSAGING
Never miss a request or question.
Facilitate tracked and actionable communication from your clients directly within their Portal — auto-routed to the relevant staff member.
- Clients ask questions within the Portal
- Response tracking
- Auto-route emails to a nominated point of contact
USEFUL LINKS
Educate and inform.
A glossary of terms, refer a friend, links to suppliers —
this flexible area is useful, free space to build in your own educational info.
- Customisable, free-text areas
- Educate clients or feature promotions
FAQs
Answer questions — before they ask.
Save time: Proactively display common questions and answers in detail in advance, before your clients call or email.
- Question and answer FAQ format
- Add or remove questions any time
- Common queries answered — accessible in one place
CONTACT
Automated, customisable staff contacts display.
Make it easy for clients to contact the right person at the right time. Show the Sales Consultant prior to contract signing and display the Construction Supervisor and Client Liaison while their job is in construction.
- Auto-display relevant staff at specified job stages
- Photo representation and contact details of staff
- Address with map and opening hours
Our data shows with Constructive’s built-in reminders and notifications, you could boost your survey response rate from the average 20% up to around 45%
Communicate with clients like never before.
Tap into the power of automation.
Connect more with less: Drive customer experience and engage with clients on a personal level at scale.
1 Proactively deliver
Orchestrate a customer-centric, educational build journey with your personal Client Success Manager.
Pre-populate your build progress template, FAQs, surveys and plan your surveys and email triggers.
2 Drive visits
Set up your custom-branded email flow with triggers to auto-notify clients on milestones, build updates, available surveys, important document uploads, and photos and videos from site.
3 Improve with data
Put your data to work and find out how often, and when, clients access their Customer Portal with Intelligence Analytics.
Examine survey response rates and get the knowledge you need to delight clients and improve customer experience.
Learn more about improving Customer Experience with Constructive
Builder Customer Portals: Must-have features and why you need one
The software you choose should be an extension of the amazing customer experience you already offer. We’ve put together the must-have features found in the best builder Customer Portals.
Why integration is essential for efficiency and productivity
Systems integration helps builders reduce their costs, eliminate double-handling errors and improve productivity by connecting data to work in several places at once.
Reduce incoming inquiries with these registration rate boosting tips
Industry benchmarks and best practice tips to move your registration rate percentage up and start delivering an excellent digital customer experience.