Client Portal

One place to organise, communicate and store work relating to your customer

GetBusy's Client Portal is customisable, feature rich and connects to your company’s internal workflows.
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Communicate, manage and complete customer work more effectively, growing your revenue and improving customer retention.

Real-time communication

Builds trust through timely, comfortable and productive communication.

Work efficiently

Solve communication and accountability bottlenecks by connecting communication to key information including documents, tasks and chat history.

Complete work

Request an electronic signature on a document and speed up the process of obtaining approvals and completing work.

About GetBusy's client portal

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One place to work

Co-ordinate tasks and documents that give structure to the way your team works. GetBusy provides Document Management, Task Management and eSignature functionality allowing you to create workflows for any types of jobs or process.

Branded client portal

Share content, manage approvals, track activity and communicate safely with your clients and colleagues in a secure way.

Enhanced security

Files shared in GetBusy are encrypted from end-to-end, so they’re completely secure throughout the signing process. Don’t worry about losing documents in the post or important contracts ending up in the wrong hands when you send them by email.

eSignature capabilities

Easily get documents legally signed by anyone inside or outside of your team – with a complete audit history.

Version Control

Manage the entire document process from drafts to completed GetBusy provides an audit trail for clear traceability of revisions and finalised version. Easily find and search different document content.

Microsoft outlook plugin

Turn a document received on email into an eSignature document and have all recipients, attachments and body text from the original email seamlessly copied into GetBusy.

Integrate into 1000s of apps

GetBusy integrates into 1000's of apps – supporting and enhancing your existing workflows.

One place to work

Co-ordinate tasks and documents that give structure to the way your team works. GetBusy provides Document Management, Task Management and eSignature functionality allowing you to create workflows for any types of jobs or process.

Branded client portal

Share content, manage approvals, track activity and communicate safely with your clients and colleagues in a secure way.

Enhanced security

Files shared in GetBusy are encrypted from end-to-end, so they’re completely secure throughout the signing process. Don’t worry about losing documents in the post or important contracts ending up in the wrong hands when you send them by email.

eSignature capabilities

Easily get documents legally signed by anyone inside or outside of your team – with a complete audit history.

Version Control

Manage the entire document process from drafts to completed GetBusy provides an audit trail for clear traceability of revisions and finalised version. Easily find and search different document content.

Microsoft outlook plugin

Turn a document received on email into an eSignature document and have all recipients, attachments and body text from the original email seamlessly copied into GetBusy.

Integrate into 1000s of apps

GetBusy integrates into 1000's of apps – supporting and enhancing your existing workflows.

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