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Customer Portals

Give each customer or partner a secure place for documents, jobs and messages.

Customer and partner portals connected to your real records, so people see live status instead of asking someone to check.

Scoped quoteWe agree scope, implementation and ongoing service before work starts.

What it does

  • Self-serviceLet people find answers without calling.
  • DocumentsShare files without long email threads.
  • Shared workLet both sides follow the same job or project.
  • AccessShow each person only what belongs to them.

Who uses it, and what it connects

People

CustomerPartnerAccount managerSupport

Connects

Customer accessDocumentsJobsMessages

Works with

The same platform and the same data, so work moves between systems without retyping.

10Customer MailboxQuoteSee the customer, order, invoice and next action beside every email.11SMS Gatewayfrom €29/moSend and receive operational SMS from your own number and connect each message to the right job.12WhatsApp Gateway€99/moSend documents, invoices, payments and delivery updates in the customer's WhatsApp conversation.

Add Customer Portals to your company system.

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