OptiSolutions

Management Portal

Clients

Manage your client accounts and relationships

Total Clients
7

6 active

Open Tickets
13

Across all clients

Active Projects
10

In progress

Total Revenue
$402,000

Lifetime value

Client Directory
Showing 7 of 7 clients
ClientIndustryLocationContactStatusTierOpen TicketsActions
AC
Acme Corporation
CL-001
ManufacturingNew York, NY
John Doe
john.doe@acme.com
Active
Premium
3
TSI
Tech Solutions Inc
CL-002
TechnologySan Francisco, CA
Jane Smith
jane.smith@techsolutions.com
Active
Premium
2
GI
Global Industries
CL-003
EnergyHouston, TX
Bob Wilson
bob.wilson@globalind.com
Active
Enterprise
1
S
StartupXYZ
CL-004
TechnologyAustin, TX
Alice Brown
alice.brown@startupxyz.com
Active
Standard
2
MC
Manufacturing Co
CL-005
ManufacturingDetroit, MI
David Lee
david.lee@manufacturingco.com
Active
Premium
0
RE
Retail Enterprises
CL-006
RetailChicago, IL
Sarah Johnson
sarah.johnson@retailent.com
Inactive
Standard
0
HS
Healthcare Systems
CL-007
HealthcareBoston, MA
Michael Chen
michael.chen@healthsys.com
Active
Enterprise
5
Client Portal Access
Manage client access to the OptiSolutions Client Portal
OptiSolutions

The OptiSolutions Client Portal allows your clients to submit tickets, view service status, and access support resources independently.

Allow clients to access the portal

Clients can create support tickets

Access to help articles and guides

Client Portal Features

Ticket Management

Submit and track support requests

Service Status

View real-time system status

Knowledge Base

Self-service help resources

Contact Support

Multiple support channels