Customers email to ask where their order, case or application stands.
They log in and see the current status, updated automatically.
CLIENT & CUSTOMER PORTALS
Your customers should be able to see where things stand without emailing someone. A portal built around your service removes the status-update phone call entirely.
Tell Us What Your Business NeedsCustomers email to ask where their order, case or application stands.
They log in and see the current status, updated automatically.
Documents arrive as email attachments and get renamed by hand.
Customers upload into the right place, and the system checks what is missing.
Your team retypes what customers send you.
What the customer submits becomes a record in your system immediately.
Yes. It is your software, on your domain, with your look and language.
That is usually the point. The portal reflects data from the systems you already run so nobody maintains two versions of the truth.
Yes. Access rules are built in from the start so each customer only sees their own information.