Professional client collaboration

Client Room is a more effective way to work with your clients, giving you and your clients an easy and secure way of communicating and a clear overview of the status of your joint projects. This enhanced ability to keep track of your projects and share files improves customer satisfaction while increasing the likelihood of returning business.

Client Room allows you to easily, efficiently and securely communicate and share information with your clients online.

By storing all information and documents in one TeamEngine Client Room, there is no need to send confidential information by email. You can be sure that you always have the latest version of documents because they are created and edited directly in the Client Room. Since all activity is recorded in the history log, you will always be able to see who did what and who said what in the project.

Professional client collaboration

Share documents and files easily

In a document list, you can upload entire folder structures and edit and share files. The document list has many features that facilitate the progress of your project. One example is version control, which allows you to save a document as a new version. You can also easily set up approval processes for documents.

Share documents and files easily

Upload entire file structures - Save time

  • In Client Room you can upload all your material with one simple click. You can choose to upload single files or entire folder structures.

Drag and drop - For easy document management

  • You can use drag and drop to upload files or entire folders structures. You can also move documents and folders by dragging them to a desired location.

Version Control - Maintain control

  • With Client Room, you always have the latest version of a document. By working directly in Client Room, you can save the documents as new versions and avoid the risk of unnecessary duplications.

Activity History - Keep track of who did what

  • With the History function, you can easily create a list of the dates when changes have been made to a document. You can easily keep track of who has read and/or edited a document and to whom the document has been sent.

Shared calendar

Keeping track of meetings and deadlines is very important in a project. In your shared calendars, you can easily schedule meetings, add deadlines and milestones and send reminders. You can also invite members to meetings via the shared calendar. A list clearly shows who has been invited and who has accepted the invitation. This list is visible to all members in the shared calendar. It is also possible to create an agenda and to reference relevant meeting documents in a calendar entry.

Shared calendar

Create a meeting agenda - For more efficient meetings

  • You can create a meeting agenda in the Client Room calendar. For each agenda item, you can add a description and refer to related meeting documents. Here, you set up a meeting where everything is gathered in one place.

Link to meeting documents - For easier access to meeting documentation

  • In a calendar entry you can add references to relevant meeting documents. This lets participants know exactly what material they need to read before the meeting.

Participants - To see who will attend the meeting

  • When creating a calendar entry in Client Room, simply add participants to that meeting. Invited participants will receive an invitation via email.

Add the meeting to your calendar - To synchronize your daily planner

  • You can easily have calendar entries sent to your private calendar, helping you keep track of all your meetings. When you accept a meeting invitation, it is automatically added to your calendar.

Discussions and questions

Do you want to set up a mutually convenient time for the next meeting? Are there any specific ideas that you want to discuss? In the forum, you can post your ideas and create questions with different answer options. It is easy to answer and comment on all posts. Facilitate project-related communication within the Client Room discussion forum.

Discussions and questions

Create questions with answer options - For faster responses

  • In the discussion forum, you can create and publish multiple-choice questions and the answers generated. This gives you a good overview of both answers and comments.

Discussions and comments - To continue work even between meetings

  • Create a discussion, add comments and make decisions in Client Room. By keeping a record of discussions in the forum, you will know what has been said, and you can easily solicit comments on the subjects you are discussing.

Brainstorming - To share ideas

  • You can create brainstorming discussions where everyone lists their ideas.

Assign and follow-up on tasks

Keeping track of who does what, when it should be done and the result is always important. In the activity list, you get a clear and structured overview of all current activities. Other features of the activity list include the ability to assign responsibilities, set deadlines and send reminders.

Assign and follow-up on tasks

Delegate activities - To allocate responsibility

  • In the Client Room activity list, you can create activities and assign them to other members. When an activity is delegated to a member, it will show up on that member’s activity list. The member can then easily accept the assigned activity. Once a member has accepted an activity, she or he can start to edit and update the status of that activity.

Activity Status - For increased transparency

  • Each person assigned to a task can update the status of that task. They can also update the description and progress of each activity, making the current status visible to all members.

More features

To make TeamEngine Client Room as efficient, simple and secure as possible for your collaboration, we have included some other great features.

Start page

  • First impressions are very important. This is why each Client Room workspace has a customizable start page. Design this start page exactly as you want. In addition to a welcome message and images, the start page can display information about members, most recent changes and upcoming meetings.

Customizable client room

  • Design your workspace exactly the way you want it. Each workspace can have its own graphic design, company logo and banner. You can also choose color themes based on your graphical profile. Make Client Room your customized collaborative tool.

Access control

  • Client Room has an advanced access control system where members can be given different levels of permission for accessing modules. In each module, you can easily set up who is allowed to read, download or edit the material. You can also set up who has permission to administer the module and to whom the module is visible—all of which gives you total control.

Directory

  • Organizing data in a directory that functions well is vital to successful collaboration. With the directory function in TeamEngine Client Room, you can easily pull up the data and documents you need. A directory in TeamEngine Client Room is entirely customizable. Among other things, you can use text fields, e-mails, lists and tick boxes to sort the information you need. You can even import and export data.

Link list

  • In the Client Room link list, you can create a list of external links. Members can then easily access the web pages they need. You can add links to your intranet as well as to external websites. To get a clear structure, you can also sort the links into different categories.

Page

  • You create your own page in Client Room where you can add text, images and tables.

Send links by SMS and e-mail

  • Do you need to send a quick reminder or some information to project members? This is easy to do in Client Room. You can send links with information to the different modules, files and calendar entries—all by e-mail or even SMS. Choose to send to individual members, entire groups or to all members.

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