What is a Client?
 

In General Terms:

A client is an individual or organization that engages with your business to purchase products or services. Clients represent the end-users or customers who not only pay for your offerings but also build ongoing relationships with your company. They are the essential foundation of your business, driving revenue and growth through their purchases and continued patronage.

In the OBS (OnBoardSoft) Portal:

A client is the end customer who purchases products and services through the channel partner network. Think of it as giving your customers their own personalized portal—like an online shopping experience for business services—where they can browse offerings, get quotes, place orders, and manage everything in one place.

As a Client, You Can:

• Register directly or through an agent's referral link
• Request and receive customized quotations
• Place orders and make secure payments
• Track your services and manage your account
• Access billing, agreements, and support

Why Add Clients to the Portal?

Adding clients to the portal transforms your sales process by enabling self-service capabilities that reduce administrative workload while improving customer satisfaction. Clients can independently request quotes, place orders, and manage their services 24/7 without waiting for manual assistance. For your business, this means automated tracking of every transaction, accurate commission calculations for referring agents, and complete transparency across your entire sales channel—all while scaling effortlessly as your customer base grows.