Client portals
Your customers check orders, invoices and documents without calling you.
If any of these sound familiar, we can help.
- 01Half the day on the phone answering “where's my order?”.
- 02Invoices forwarded by email over and over again.
- 03Every customer asks for information in a different format.
What's included
We agree the exact scope with you in the proposal.- Wholesale distribution
- Industry
- Technical services
- Logistics
- 01
Per-customer access
Each one sees only their own data, with users and permissions.
- 02
Orders and invoices
Live statuses and PDF downloads.
- 03
Connection to your ERP
Data comes from where it already lives, no duplicates.
- 04
Alerts
Email or notification when something changes.
A portal where a distributor's customers track their orders and download invoices.
Connected to the ERP. Follow-up calls drop and the sales team wins back hours.
What exactly do my customers see?
Whatever we decide together in the proposal: orders, invoices, incidents, documents or whatever they ask you for by phone today. Each customer sees only their own.
Do they have to sign up themselves?
Not necessarily. We can create the accounts for you and invite them by email, or let them register and you approve them.
Does it work on mobile?
Yes. The portal adapts to any screen and, where it makes sense, can be installed as an app on the phone.
You might also be interested in
- Web platformsInternal tools and back officeThe tool your team needs, built for your process.
- Web platformsManagement dashboards and scorecardsYour business numbers on one screen, updated automatically.
- Mobile appsApps for field teamsYour team works from their phone, on the road or on the shop floor.
Tell us about your project.
We'll get back to you within one business day. We start by understanding the problem, not by selling you a solution.