Tact Portal

TACT PORTAL

One-stop Digital Channels for Better Customer Engagement

TAILORED TO EACH CUSTOMER

Stand-alone or Embedded into Existing Apps or Websites

BRANDED CUSTOMER WORKSPACES

Messaging, File Collaboration, Live Meetings, E-signature, Approvals

MANAGEMENT CONTROL CENTER

Manage Team Responsiveness, Map Clients to Designated Agents, Easy Account & Client Reassignment

REPORTING & AUDITABILITY

Usage Reports, Archival, Search & Discovery

Audio & Video Messaging

Host live meetings, record videos, or integrate with other systems to provide a seamless and connected experience to your customers, vendors and teams

Commenting & Annotations

Quickly review, comment, approve and e-sign documents in one secure environment to more effectively collaborate asynchronously or in real- time

File & Document Collaboration

Organize accounts and projects, as well as share files and rich media externally and internally to drive faster interaction without opening up another email or app

Multi-Device Design

Works with iOS, Android, Windows, iPads and more so your teams can provide always-on service to customers whether on mobile, desktop, tablet or other devices

A NEW WAY TO WORK WITH YOUR CUSTOMERS

Tact Portal is the ideal way to close the communication and collaboration loop with your customers. The branded, intelligent workspace includes asynchronous messaging, secure file collaboration, live meeting, compliant e-signature and approvals.

Tact Portal can be deployed on the public cloud, private cloud or on- premise. Provide a one-stop shop for your customers to engage with your team on-demand.