Instant client portals that accelerate success

A client portal is a centralized, online space where you can share resources, collaborate, and align with stakeholders on mutual goals. It’s essential for managing customer relationships, streamlining communications, and ensuring account success.

Digital sales rooms enhance customer success by consolidating all account-related materials into a single, accessible location. They simplify onboarding, renewals, and ongoing collaboration, ensuring stakeholders stay aligned and engaged.

Distribute’s AI-powered client portals offer:

• Automated follow-up pages for every call.
• Consolidated materials in one accessible link.
• Real-time buyer engagement data to track activity.
• Expert templates for client-facing processes, such as onboarding, implementation, and renewals.
  

Distribute streamlines onboarding by generating client portals instantly. These portals include action plans, resources, and follow-ups, helping your customers get started quickly and efficiently.

Distribute provides expert-built templates for key customer success processes, including:

• Onboarding plans.
• Implementation frameworks.
• Quarterly Business Review (QBR) reports.
• Renewal proposals.

Buyer signals provide real-time notifications when stakeholders engage with your client portal or digital sales room. These insights allow you to identify active accounts, prioritize outreach, and address any potential issues proactively.

Yes! Digital sales rooms are ideal for account expansion and renewals. By consolidating materials and tracking engagement, they provide clear visibility into client needs, making it easier to present value and negotiate upsells.

Customer success teams, account managers, and sales professionals benefit the most. Distribute’s client portals simplify workflows, improve communication, and drive better results at every stage of the customer lifecycle.

AI-generated follow-ups save time by creating actionable, personalized updates after every call. These updates include summaries, action items, and next steps, ensuring smooth communication and alignment with customers.