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Customer portal

Your customers follow their project on their own.

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crm.portal

What you gain

“Where's my order?”, “Could you send me the invoice again?”: questions like these keep your teams busy. The customer portal gives every customer secure access to their projects, documents, invoices and conversations. Your customers feel reassured, your teams get their time back.

  1. 01 Reassured customers Progress, documents and invoices available at any time.
  2. 02 Fewer interruptions Answers are self-service.
  3. 03 Centralised conversations Messages and files linked to the right project.
  4. 04 A modern image A portal in your name, simple and secure.

Features

Customer portal

01
Live project tracking

Every stage visible to your customer.

Customers see how their projects or orders are progressing, with the stages you choose to make visible. Internal tasks stay internal.

What it enables

  • Visible status and stages
  • Visibility set per project
  • Notifications at every step forward
  • Several projects per customer
02
Documents and shared drive

Everything they need, neatly filed.

Quotes, contracts, invoices, plans, photos: shared documents are organised and ready to download. Customers can also upload their own files through a secure link, with a quota and virus scanning.

What it enables

  • Shared drive per customer
  • Secure upload links
  • Tracked sharing (who opened what)
  • Online invoices and payments
03
Messages and support

One clear channel, linked to the project.

Customers talk to your team from their portal, project by project. Support requests become tickets that are tracked through to resolution.

What it enables

  • Messaging per project
  • Support requests and tickets
  • Custom request forms
  • Full history
04
Approvals and deliveries

The customer approves in one click.

Mock-ups, deliverables, delivery notes: customers approve or comment directly. Approval moves the project forward and is time-stamped.

What it enables

  • Deliverable approval
  • Comments and change requests
  • Time-stamped acceptances
  • Next stage triggered automatically
05
Secure, multi-user access

Every person on the customer's team gets their own access.

A customer can invite several colleagues with different rights. Sign-in by password, temporary link or Google / Microsoft account, with two-factor authentication.

What it enables

  • Several users per customer
  • Rights per user
  • Simplified sign-in and two-factor authentication
  • Shared secrets vault (access details, credentials)

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

You decide what your customers see and what they can do: visible stages, shared documents, delivery sign-off, support requests, custom forms. The portal carries your colours and your own domain name.

Integrations available

Compatible with the tools you already use.

Sign-in
  • Google
  • Microsoft
  • Apple
  • Two-factor authentication
Payment
  • Stripe
  • PayPal
  • Mollie
Storage
  • Google Drive
  • OneDrive / SharePoint
  • Dropbox

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

crm.contactsCustomers & contactsEverything you know about your customers, in one place. dms.documentsDMS & media libraryEvery document found in seconds, and properly protected. erp.billingInvoicingAccurate invoices, sent on time, paid faster.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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