Secure Client Portal
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 your Client Portal.
Manage your business like a pro with SIM Software, the All-In-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.
Replaces...
Secure Client Portal
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 your Client Portal.
Manage your business like a pro with SIM Software, the All-In-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.
Replaces...
Powerful & Flexible Client Portal
SIM SOFTWARE IS FULLY CUSOMIZABLE TO FIT THE UNIQUE NEEDS OF YOUR BUSINESS OR ORGANIZATION. WITH OUR FLEXIBLE CONFIGURATION, YOU CAN CREATE UNIQUELY PERSONALIZED CLIENT & STAFF EXPERIENCES THAT SYNC WITH, ENHANCE & AUTOMATE YOUR EXISTING WORKFLOWS.
- Fully customizable to fit the unique needs of your business or organization.
- Each Client will have access to only the Pages, Documents, and Files you designate for them.
- Clients can optionally access, view, download, or even upload files based on your configured permissions & workflows.
- Create a fully dynamic Private Intranet where each page is visible to only those who are assigned.
- Create unique Portal & Onboarding experiences for both your clients and your staff.
- Portal is 100% brandable and translation enabled.
Powerful & Flexible Client Portal
SIM SOFTWARE IS FULLY CUSOMIZABLE TO FIT THE UNIQUE NEEDS OF YOUR BUSINESS OR ORGANIZATION. WITH OUR FLEXIBLE CONFIGURATION, YOU CAN CREATE UNIQUELY PERSONALIZED CLIENT & STAFF EXPERIENCES THAT SYNC WITH, ENHANCE & AUTOMATE YOUR EXISTING WORKFLOWS.
- Fully customizable to fit the unique needs of your business or organization.
- Each Client will have access to only the Pages, Documents, and Files you designate for them.
- Clients can optionally access, view, download, or even upload files based on your configured permissions & workflows.
- Create a fully dynamic Private Intranet where each page is visible to only those who are assigned.
- Create unique Portal & Onboarding experiences for both your clients and your staff.
- Portal is 100% brandable and translation enabled.
Build Dynamic Data Dashboards
DYNAMIC DATA DASHBOARDS TRANSFORM YOUR BUSINESS EFFICIENCY BY OFFERING CUSTOMIZABLE, PURPOSE-BUILT DASHBOARDS TAILORED TO CLIENT AND STAFF NEEDS. WITH PRE-BUILT TEMPLATES AND DYNAMIC DATA PLACEHOLDERS, SETUP IS QUICK AND PERSONALIZED.
- Design & Assign purpose-built dashboards based on your needs for specific types of clients or specific staff needs.
- Pre-Built dashboard and page templates get your going quickly.
- Dynamic Data Placeholders show the currently logged-in Client's data.
- Everything is fully responsive for mobile devices (tablets & phones).
- You can embed 3rd party embeddable assets if needed to consolidate everything in one place.
Build Dynamic Data Dashboards
DYNAMIC DATA DASHBOARDS TRANSFORM YOUR BUSINESS EFFICIENCY BY OFFERING CUSTOMIZABLE, PURPOSE-BUILT DASHBOARDS TAILORED TO CLIENT AND STAFF NEEDS. WITH PRE-BUILT TEMPLATES AND DYNAMIC DATA PLACEHOLDERS, SETUP IS QUICK AND PERSONALIZED.
- Design & Assign purpose-built dashboards based on your needs for specific types of clients or specific staff needs.
- Pre-Built dashboard and page templates get your going quickly.
- Dynamic Data Placeholders show the currently logged-in Client's data.
- Everything is fully responsive for mobile devices (tablets & phones).
- You can embed 3rd party embeddable assets if needed to consolidate everything in one place.
Functional + Powerful Dashboards
EASILY CREATE UNLIMITED, PERSONALIZED DASHBOARDS WITH THE DYNAMIC BLOCK BUILDER, TAILORED TO EACH CLIENT OR TEAM. YOU AND YOUR STAFF WILL ENJOY THE ABILITY TO SEARCH, FILTER, AND SORT CUSTOMER AND REPORTING DATA WITHOUT LEAVING THE DASHBOARD.
- Easily build and customize UNLIMITED Dashboards using the dynamic Dynamic Block Builder.
- Dashboard is automatically assigned based on which prospect or client is logged into the platform and viewing the page.
- Pre-built Dashboard Blocks let you assemble the perfect dashboard for each of your teams.
- Admin-side Dashboard Blocks have powerful searching, filtering and sorting capabilities so you can dig deep into the data without leaving the dashboard.
Functional + Powerful Dashboards
EASILY CREATE UNLIMITED, PERSONALIZED DASHBOARDS WITH THE DYNAMIC BLOCK BUILDER, TAILORED TO EACH CLIENT OR TEAM. YOU AND YOUR STAFF WILL ENJOY THE ABILITY TO SEARCH, FILTER, AND SORT CUSTOMER AND REPORTING DATA WITHOUT LEAVING THE DASHBOARD.
- Easily build and customize UNLIMITED Dashboards using the dynamic Dynamic Block Builder.
- Dashboard is automatically assigned based on which prospect or client is logged into the platform and viewing the page.
- Pre-built Dashboard Blocks let you assemble the perfect dashboard for each of your teams.
- Admin-side Dashboard Blocks have powerful searching, filtering and sorting capabilities so you can dig deep into the data without leaving the dashboard.
Customize What Your Clients Can See
CUSTOMIZE WHAT YOUR CLIENTS, STAFF, AND FREELANCERS SEE WITH DYNAMIC CUSTOM MENUS AND UTILIZE THE TRANSLATIONS FEATURE TO CUSTOMIZE LABELS AND MENUS OR CHOOSE FROM MORE THAN A DOWZEN COMMUNITY-SOURCED TRANSLATION SETS (SPANISH, FRENCH, ETC.).
- Completely control what your prospects/clients, your staff, and your freelancers can see and do.
- Dynamic Custom Menus let you completely control what menu items are visible to both your clients and your various teams.
- The Announcements Block + CMS give you a powerful way to manage announcements across various channels.
- Use the translations feature to customize & rename labels, menus, etc. or load one of the community-sourced translation sets.
Customize What Your Clients Can See
CUSTOMIZE WHAT YOUR CLIENTS, STAFF, AND FREELANCERS SEE WITH DYNAMIC CUSTOM MENUS AND UTILIZE THE TRANSLATIONS FEATURE TO CUSTOMIZE LABELS AND MENUS OR CHOOSE FROM MORE THAN A DOWZEN COMMUNITY-SOURCED TRANSLATION SETS (SPANISH, FRENCH, ETC.).
- Completely control what your prospects/clients, your staff, and your freelancers can see and do.
- Dynamic Custom Menus let you completely control what menu items are visible to both your clients and your various teams.
- The Announcements Block + CMS give you a powerful way to manage announcements across various channels.
- Use the translations feature to customize & rename labels, menus, etc. or load one of the community-sourced translation sets.
Paid Portal Access
SECURE YOUR PORTAL ACCESS BY REQUIRING ONE-TIME PAYMENT OR RECURRING SUBSCRIPTION OPTIONS. SEAMLESSLY INTEGRATE WITH OUR CONVENIENT PAYMENT GATEWAY, ENSURING ACCESS ONLY AFTER PAYMENT VERIFICATION.
- You can require payment to register and enter your Portal.
- Set up a one-time payment OR a recurring subscription payment.
- Low rates with affordable transaction rates on payments collected that integrate with your portal and other systems.
- Portal access blocked until payment is submitted and verified.
- Use Dynamic Title Placeholders to help identify payments.
Paid Portal Access
SECURE YOUR PORTAL ACCESS BY REQUIRING ONE-TIME PAYMENT OR RECURRING SUBSCRIPTION OPTIONS. SEAMLESSLY INTEGRATE WITH OUR CONVENIENT PAYMENT GATEWAY, ENSURING ACCESS ONLY AFTER PAYMENT VERIFICATION.
- You can require payment to register and enter your Portal.
- Set up a one-time payment OR a recurring subscription payment.
- Low rates with affordable transaction rates on payments collected that integrate with your portal and other systems.
- Portal access blocked until payment is submitted and verified.
- Use Dynamic Title Placeholders to help identify payments.
I love the fact that client onboarding, contracting, invoicing, completely branded login can be accomplished under one roof. One word, streamlined.
- Jake S.
I love the fact that client onboarding, contracting, invoicing, completely branded login can be accomplished under one roof. One word, streamlined.
- Jake S.
Dynamic Block Editor for Content
UNLOCK SEAMLESS CONTENT CREATION WITH SIM SOFTWARE'S CONTENT BLOCK EDITOR. EFFORTLESSLY BUILD AND STYLE COMPLEX LAYOUTS USING POWERFULLY INTEGRATED PRE-BUILT BLOCKS TO SHOWCASE TASKS, INVOICES, FILES, CHECKLISTS, FORMS, AND MORE. ENJOY DRAG-AND-DROP SIMPLICITY, DYNAMIC DATA INSERTION, AND CONTINUALLY UPDATED TEMPLATES.
- Content Pre-Build blocks let you create Dashboards to show each user's tasks, invoices, files, forms, checklists and much more!
- Create complex layouts and style content with little technical knowledge.
- Drag & drop content blocks containing text, photos, videos, charts, etc.
- Insert Dynamic Data using Placeholders or setting Custom Fields within the Block.
- Built-in Templates and a Template Library will be continually updated with fresh pre-built layouts & blocks.
- Easily embed or iFrame your unique content into a Dashboard to consolidate your needs in one place.
Dynamic Block Editor for Content
UNLOCK SEAMLESS CONTENT CREATION WITH SIM SOFTWARE'S CONTENT BLOCK EDITOR. EFFORTLESSLY BUILD AND STYLE COMPLEX LAYOUTS USING POWERFULLY INTEGRATED PRE-BUILT BLOCKS TO SHOWCASE TASKS, INVOICES, FILES, CHECKLISTS, FORMS, AND MORE. ENJOY DRAG-AND-DROP SIMPLICITY, DYNAMIC DATA INSERTION, AND CONTINUALLY UPDATED TEMPLATES.
- Content Pre-Build blocks let you create Dashboards to show each user's tasks, invoices, files, forms, checklists and much more!
- Create complex layouts and style content with little technical knowledge.
- Drag & drop content blocks containing text, photos, videos, charts, etc.
- Insert Dynamic Data using Placeholders or setting Custom Fields within the Block.
- Built-in Templates and a Template Library will be continually updated with fresh pre-built layouts & blocks.
- Easily embed or iFrame your unique content into a Dashboard to consolidate your needs in one place.
Use Forms in Your Portal
STANDALONE OR EMBEDDABLE FORMS HELP YOU STREAMLINE AND STANDARDIZE ONBOARDING. EFFORTLESSLY CREATE CUSTOM FIELDS ON THE FLY AND LET CLIENT CHOICES DICTATE THEIR JOURNEY, ALL WHILE AUTO-ASSIGNING PERMISSIONS AND TRIGGERING AUTOMATIONS.
- Kickoff Forms are dynamic and let you kick off a funnel or process for your clients.
- Update forms let you update existing contacts or let your clients add more info to their profiles.
- General Forms give you even more flexibility and can be used inside or outside of the platform.
- Trigger automations & integrations automatically upon completion of a form.
Use Forms in Your Portal
STANDALONE OR EMBEDDABLE FORMS HELP YOU STREAMLINE AND STANDARDIZE ONBOARDING. EFFORTLESSLY CREATE CUSTOM FIELDS ON THE FLY AND LET CLIENT CHOICES DICTATE THEIR JOURNEY, ALL WHILE AUTO-ASSIGNING PERMISSIONS AND TRIGGERING AUTOMATIONS.
- Kickoff Forms are dynamic and let you kick off a funnel or process for your clients.
- Update forms let you update existing contacts or let your clients add more info to their profiles.
- General Forms give you even more flexibility and can be used inside or outside of the platform.
- Trigger automations & integrations automatically upon completion of a form.
Brand Your Portal Completely With Your Brand
CUSTOMIZE EVERYTHING WITH YOUR BRAND, CUSTOMIZE WITH YOUR URL, AND PROVIDE YOUR CLIENTS AND STAFF EASY ACCESS WITH YOUR VERY OWN BRANDED MOBILE APP. YOUR CLIENTS WILL SEE ONLY YOUR BRAND, NOT SIM SOFTWARE.
- The entire platform can be customized to show ONLY your brand - SIM Software is completely hidden!
- Completely customize the login screen with your own branding, your domain, your URL, and enhance the experience with photos, announcements, favorite quotes, etc.
- Replace the SIM Software URL with your own custom URL which always shows to both your clients and your staff.
- You'll enjoy a FREE Branded Mobile App that you can encourage your clients to install on their own devices.
- Customize your client's experience with your own logo and colors.
- Customize all email notifications sent to your clients and staff through the software.
Brand Your Portal Completely With Your Brand
CUSTOMIZE EVERYTHING WITH YOUR BRAND, CUSTOMIZE WITH YOUR URL, AND PROVIDE YOUR CLIENTS AND STAFF EASY ACCESS WITH YOUR VERY OWN BRANDED MOBILE APP. YOUR CLIENTS WILL SEE ONLY YOUR BRAND, NOT SIM SOFTWARE.
- The entire platform can be customized to show ONLY your brand - SIM Software is completely hidden!
- Completely customize the login screen with your own branding, your domain, your URL, and enhance the experience with photos, announcements, favorite quotes, etc.
- Replace the SIM Software URL with your own custom URL which always shows to both your clients and your staff.
- You'll enjoy a FREE Branded Mobile App that you can encourage your clients to install on their own devices.
- Customize your client's experience with your own logo and colors.
- Customize all email notifications sent to your clients and staff through the software.
"Magic Link" Login
SAY GOODBYE TO THE HASSLES CAUSED BY FORGOTTEN PASSWORDS! WITH A SIMPLE EMAIL ENTRY, CLIENTS RECEIVE A SECURE, ONE-TIME "MAGIC LINK" THAT LOGS THEM IN INSTANTLY. CUSTOMIZE THE LINK'S DURATION OR CLICK LIMNITS TO ENHANCE SECURITY. PERFECT FOR EVEN THE MOST TECH-CHALLENGED USERS.
- "No Password" Magic Login option ensures that even tech-challenged clients will be happy to use the Portal.
- Simply enter an email address and the platform sends a one-time "Magic" login link via email.
- To balance convenience and security, you can customize the link to be valid for a specific duration and/or number of clicks.
- Simply clicking the "Magic Link" INSTANTLY logs them into your portal and redirects them based on their assignments.
"Magic Link" Login
SAY GOODBYE TO THE HASSLES CAUSED BY FORGOTTEN PASSWORDS! WITH A SIMPLE EMAIL ENTRY, CLIENTS RECEIVE A SECURE, ONE-TIME "MAGIC LINK" THAT LOGS THEM IN INSTANTLY. CUSTOMIZE THE LINK'S DURATION OR CLICK LIMNITS TO ENHANCE SECURITY. PERFECT FOR EVEN THE MOST TECH-CHALLENGED USERS.
- "No Password" Magic Login option ensures that even tech-challenged clients will be happy to use the Portal.
- Simply enter an email address and the platform sends a one-time "Magic" login link via email.
- To balance convenience and security, you can customize the link to be valid for a specific duration and/or number of clicks.
- Simply clicking the "Magic Link" INSTANTLY logs them into your portal and redirects them based on their assignments.
Template Library
AN ENTIRE LIBRARY OF PRE-BUILT DASHBOARDS, FORMS, PROPOSALS, PORTAL PAGES, DOCUMENTS, AND EMAIL MARKETING CAMPAIGNS. INSTANTLY PREVIEW AND USE TEMPLATES, OR CREATE AND SHARE YOUR OWN PRIVATELY WITH COLLEAGUES OR PUBLICLY WITH THE ENTIRE SIM SOFTWARE COMMUNITY.
- Gain access to pre-built Dashboards, forms, proposals, portal pages, documents, and email marketing campaigns.
- With a steady stream of contributions from the SIM Software Community, there will always be fresh ideas to choose from.
- Preview the template and if you choose, you can load it and immediately be ready to use inside your account.
- Create your own templates and share them privately with your colleagues, or with the entire SIM Software Community.
Template Library
AN ENTIRE LIBRARY OF PRE-BUILT DASHBOARDS, FORMS, PROPOSALS, PORTAL PAGES, DOCUMENTS, AND EMAIL MARKETING CAMPAIGNS. INSTANTLY PREVIEW AND USE TEMPLATES, OR CREATE AND SHARE YOUR OWN PRIVATELY WITH COLLEAGUES OR PUBLICLY WITH THE ENTIRE SIM SOFTWARE COMMUNITY.
- Gain access to pre-built Dashboards, forms, proposals, portal pages, documents, and email marketing campaigns.
- With a steady stream of contributions from the SIM Software Community, there will always be fresh ideas to choose from.
- Preview the template and if you choose, you can load it and immediately be ready to use inside your account.
- Create your own templates and share them privately with your colleagues, or with the entire SIM Software Community.
I love the fact that it creates a customer interface - through multiple channels - email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of setup, I had a portal, on my own domain. In the same day, I had a mobile app set up as well.
- Spencer J.
I love the fact that it creates a customer interface - through multiple channels - email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of setup, I had a portal, on my own domain. In the same day, I had a mobile app set up as well.
- Spencer J.
Consolidate Your Processes & Save BIG On Software Costs
SIM Software is the ultimate All-In-One Business Software multi-tool, perfect for small to medium sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform. Say goodbye to expensive & inefficient jumbles of "One-Trick Pony" software.
Consolidate Your Processes & Save BIG On Software Costs
SIM Software is the ultimate All-In-One Business Software multi-tool, perfect for small to medium sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform. Say goodbye to expensive & inefficient jumbles of "One-Trick Pony" software.
Automated CRM
Onboarding
Client Portal
Your Branding
Digital Marketing
Appointment Scheduling
Digital Dynamic Proposals
Billing + Packages
Contracts & eSignature
Project & Task Management
Payments & Subscriptions
File Exchange
Learning Management
Support Tickets
Interactive Community
Interactive Community
Automated CRM
Onboarding
Client Portal
Your Branding
Digital Marketing
Appointment Scheduling
Digital Dynamic Proposals
Billing + Packages
Contracts & eSignature
Project & Task Management
Payments & Subscriptions
File Exchange
Learning Management
Support Tickets
Interactive Community
Interactive Community
For more information on SIM Software click on the 'Book Now' link to book a demo on the software. Or to start your free trial, click on the link to start your 30-day free trial now.
For more information on SIM Software click on the 'Book Now' link to book a demo on the software. Or to start your free trial, click on the link to start your 30-day free trial now.