Solution
Customer Portal
Let customers serve themselves, around the clock
Overview
A customer portal removes the routine enquiries that consume your team's day: order status, outstanding balance, past invoices, dispatch tracking. Customers answer these themselves at any hour.
Core Modules
Order Placement
Customer-specific catalogue and pricing with repeat-order shortcuts.
Order Tracking
Live status from confirmation to delivery.
Account Statement
Outstanding balance, ageing and payment history.
Document Access
Invoices, challans and certificates downloadable at any time.
Support Requests
Ticket raising with status tracking.
Online Payment
Pay outstanding invoices directly through the portal.
Feature Highlights
- Customer-specific pricing
- Credit limit visibility
- Repeat order shortcuts
- Multi-user access per customer
- Mobile-responsive design
- Download history
Why It Pays Off
Fewer routine calls
Status and balance queries are answered by the portal.
Orders arrive around the clock
Customers place orders outside your working hours.
Faster payment
Visible outstanding balances with a payment link shorten collection.
Free consultation
Interested in Customer Portal?
Tell us how your process works today. We will show you which parts this solution covers out of the box, and what would need customising.
- Response within one business day
- NDA on request
- Fixed-scope or retainer engagement