Software and apps
A customer portal that shows where things stand.
A sign-in for your customers, partners or suppliers: documents, orders and status in one place, connected to the systems you already run.
- Received
- In progress
- Done
Your documents
Who uses it, and for what
- 01
Your customers
See where their case stands and find their documents, without writing an email.
- 02
Partners and suppliers
Upload what's needed and see their orders, and only theirs.
- 03
Your team
Answers fewer status questions, because the status is already there.
When every status question becomes an email
Customers ask where their order is, partners ask for the latest document, and someone in your office answers each one by hand, from systems the asker can't see.
A portal shows them themselves: a sign-in, the records that concern them, and the steps they may take. It reads from your CRM or ERP, so nothing is kept twice.
What's included
- A sign-in with roles, for customers, partners or staff
- The records and documents each user may see
- Forms and approvals inside the portal
- The connection to the systems behind it
What's not
- A portal beside your systems that keeps its own copy of the data
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