HolaBrief

HolaBrief is a client intake software solution designed to streamline the onboarding process for small to medium-sized businesses. According to the vendor, it aims to help businesses efficiently manage communication, files, and information in one platform, thereby accelerating their growth. HolaBrief is widely used by various professions and industries, including website design agencies, business consultants, marketing agencies, graphic designers, creative agencies, design studios, branding agencies, web development companies, advertising agencies, and more.

Key Features

Client Portal: Users can create on-brand, interactive, and professional client portals that centralize communication, files, and information in one platform. Clients are provided with direct access to a "Client View" where they can view files, information, and provide feedback. The vendor claims that clients can access the portal from their computer at any time without the need to create an account.

Build Interactive Briefs: Users can build interactive briefs using pre-designed templates or create custom briefs with interactive exercises like Moodboards, Customer Personas, or Competitors Map. This feature aims to simplify the information collection process and ensure comprehensive details are captured.

Gather Feedback & Streamline Communication: Users can share vital information with clients through a link, granting them direct access to a "Client View" where they can respond, upload files, and provide feedback. The platform serves as a centralized hub for feedback and collaboration, enhancing communication efficiency. Clients can access the portal from their computer at any time without the need to create an account.

On-Brand Client Portals: Users can share project-related information in on-brand client portals, including files, milestones, feedback, and more. This feature ensures transparency and provides clients with easy access to project-related information.

CRM for Website Design Agencies: HolaBrief offers a CRM tailored specifically for website design agencies. Users can efficiently manage leads and clients, track project status, team involvement, relevant files, and recent activity. The centralized view of all projects and clients aims to prevent missed deadlines and important document oversights.

Interactive Exercises: HolaBrief provides easy-to-use templates to engage clients in the discovery process and streamline the briefing process.

Brief Checklist: Users can stay on track during the briefing process with a built-in checklist, ensuring all necessary information is gathered and progress is easily tracked.

Customizable: Users can choose from pre-designed templates or create their own, allowing them to tailor the templates to their specific needs and maintain consistency in the briefing process.

Custom Branding: Users can add their logo and colors to maintain brand consistency, presenting a professional and cohesive image to clients by customizing the look and feel of their briefing documents.

Easy Collaboration: Users can invite team members to review and provide feedback, assign tasks, and track progress within the platform, ensuring effective collaboration throughout the project.