Basic
Customer portal connected to your CRM
- Connection to CRM
- Display of necessary data
- Option to upload files or other information
- Saving files
A portal as an extension of your CRM. Designed for your customers, partners, or internal employees who need insight into the sales process but shouldn't have direct access to the CRM.
Show your customers which stage of the process they are in—just like delivery services provide updates on package shipments.
Let your customers check themselves in. They can provide the necessary information at their convenience and upload required documents. If they want to repeat an order, they can do it with just one click in the portal.
Show your partners or employees additional data from your CRM without needing to grant them direct access.
All your customers' orders in one place, neatly organized with all necessary details.
Display the history of all orders with the option to reorder in just one click.
Monitor the progress of your business process—whether it's a quick purchase or a complex procedure. A seamless experience, just like shopping on an e-commerce site.
All order-related documents—contracts, orders, or invoices—accessible to customers whenever they need them.
Give customers the opportunity to rate their purchase experience through a review system.
Happy customers will gladly recommend you—just provide them with a tool to do so.
Deliver the highest level of customer experience. They can check the status of their orders 24/7.
Not every employee needs full CRM access. Show them only the data they need and let them update relevant information.
Selling through partners? Provide them with a portal to track deal status, transaction amounts, commission payouts, and service request management—all in one place.
Customer portal connected to your CRM
If the pre-made template isn’t enough, we’ll customize it just for you.
We will connect with you, review your processes, and show you how successful companies operate. If you're interested, we’ll guide you through the next steps and assist you with your digital transformation.
We’ll get in touch with you, review your processes, and show you how successful companies do things. If you're interested, we'll guide you through the next steps and help you with the entire process of your digital transformation.