Client Management
Create and easily manage website and project information for your clients. Strengthen client relationships and optimize business processes.
Client Management
For agencies and freelancers serving multiple clients, client management is critically important. Tracking each client's sites, access credentials, transaction history, and communication details separately is complex and time-consuming. With Birtıkta's client management feature, you can manage all your clients from a central panel, group sites belonging to each client, and create client-based reports.
The client management module offers a comprehensive CRM experience beyond just site tracking. You can define your clients in detail with client notes, communication history, invoice information, and custom tags. This way, you can see at a glance which service you provided to which client and when, when the last communication was made, and the client's special requests.
You can define separate access permissions for each client and allow your clients to view their own sites. When combined with the white label feature, you can offer your clients a professional portal experience completely under your brand.
Client Management Features
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Client Profiles: Create detailed profiles for each client. Add contact information, company name, address, tax information, and custom notes.
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Site Grouping: Automatically group sites belonging to clients. See at a glance which site belongs to which client.
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Client Tags: Categorize your clients with custom tags. Filter with tags like "Premium", "E-commerce", "Enterprise".
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Communication History: Record all communications with the client. Track emails, notes, and important dates.
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Client Portal: Define a custom login area for your clients. Allow them to view their site status, reports, and backups.
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Bulk Operations: Perform bulk operations on all sites of a specific client. Backup, update, or scan all sites with one click.
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Client-Based Reports: Create custom reports for each client. Inform your clients with monthly work summaries and performance metrics.
Access and Permission Management
You can define different levels of access permissions for your clients. This way, your clients can only access the information they need to see.
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Read-Only Access: Client can only view site status and reports, cannot perform any operations.
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Limited Access: Client can perform specific operations (backup download, report viewing).
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Full Access: Client can perform all operations on their own sites.
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Custom Permission Set: Create custom permission combinations for each client.
All client data is stored securely and processed in compliance with KVKK/GDPR. You can export your client information or delete it when necessary.
Frequently Asked Questions
How many clients can I add?
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There is no limit to the number of clients. You can create and manage as many client profiles as you want.
Can my clients log into their own panel?
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Yes, you can define separate login credentials for each client. Your clients can view their own sites at the permission level you set.
Can I export client data?
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Yes, you can export all your client data in CSV or Excel format. Data deletion can also be performed for KVKK/GDPR requirements.
Can I customize the client portal with my brand?
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Yes, with the White Label feature, you can fully customize the client portal with your own brand. Logo, colors, and domain name can be changed.
Can I assign multiple sites to one client?
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Yes, you can assign unlimited sites to each client. Sites are automatically grouped under the client and included in client-based reports.
Can my team members see client information?
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With the team management feature, you can determine which team member can see which clients. Share sensitive client information only with authorized personnel.