Customer Portal
Give customers controlled access to relevant quotations, orders, invoices, receipts, projects, service activity and installed assets without exposing internal ERP screens.
What Customer Portal includes
Each capability has its own explainer page and remains governed by the company product scope and user permissions.
Secure Access Links
Issue expiring, revocable customer access with hashed validators.
Explore capability 02Commercial Documents
Share quotations, orders, invoices and receipt history.
Explore capability 03Quotation Response
Allow customers to accept or reject valid quotations.
Explore capability 04Project & Service Visibility
Show shared projects, requests, work orders, contracts and assets.
Explore capability 05Customer Feedback
Collect CSAT and NPS responses from authenticated customer access.
Explore capabilityHow the workflow moves
What this module is designed to improve
Modules commonly used with Customer Portal
Sales
Quotations, orders, invoices, receipts and customer balances.
Explore module Structure every request from intake to resolutionCustomer Service
Service requests, SLA deadlines, comments and customer feedback.
Explore module Plan, execute and evidence onsite workField Service
Work orders, technician schedules, time, parts and acknowledgement.
Explore module Connect delivery, effort and customer visibilityProjects & Timesheets
Projects, tasks, assignments, timesheets and project reporting.
Explore moduleSee Customer Portal in the context of your business.
Tell us about your companies, users, workforce and priority modules. We’ll prepare a focused product conversation.