Tact Portal

TACT PORTAL
One-stop Digital Channels for Better Customer Engagement

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.

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