Limitless possibilities with the Unified Client Portal.
Bright Automate presents a highly robust and adaptable portal for your clients, partners, and team, fully customized to your brand with white-label capabilities.
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Effortless client and partner onboarding.
Simplify onboarding for clients, partners, and team members using role-based forms. Create unlimited groupings and automate the process by collecting the desired amount of data.
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Customize access with ease.
Toggle views within the portal based on role groups you establish. Seamlessly control access to workspaces, assets, documents, projects, and more, all segmented according to the same roles.
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Empower your staff, clients, and partners with targeted training.
Effortlessly create unlimited courses and organize them based on user role groups. Incorporate assessments to gauge understanding and ensure your clients, partners, and staff grasp your valuable content.
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Comprehensive client dashboards.
Present your clients with a comprehensive dashboard showcasing all your efforts. Track website traffic, call data, lead submissions, SERP rankings, email and SMS campaigns, social activity, PPC performance, client projects, and much more. Customize visibility levels to provide full or limited access to your clients.
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Tailored branded portals for clients and partners.
In addition to customizing your own portal with your brand, you can extend the same branding options to your clients, enabling them to have their own branded portals for their businesses. With unlimited plans, the hierarchy of branded portals is infinite, providing limitless possibilities.
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Efficient Asset Manager for all client files.
Bright Automate leverages enterprise-grade hosting on Amazon Web Services, ensuring robust data protection with multiple layers of backups. Safeguard your files effortlessly by securely hosting client files with a simple drag-and-drop folder interface.
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Seamless SSL portal branding.
Easily integrate your branded domain into Bright Automate with a few simple clicks and let SSL installation happen automatically. Enjoy the flexibility of applying unlimited portal domains for all your clients and partners.
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Mission
Helping businesses grow with smart, AI-powered automation that boosts efficiency and delivers lasting results.