Customer Portals
One workspace for your customers.
A customer portal that centralizes account management, orders and service requests in one screen.
Tracking a service request
What need does it address?
Customers contact your team through different channels to check orders, documents and requests.
01 / Example use
Tracking a service request
- 01
Sign into the account
Orders · Service requests · Documents
- 02
Share requests and documents
Setup request · Shared document · Assigned team
- 03
Follow the status
Request received · Team reviewing · Customer update
Customers track requests and documents in one place while staff work against the same record.
02 /
Inside the solution
01Account and order tracking↗
Tracking a service request
We bring account and order information from suitable sources, limiting each user to authorized records.
02Service request management↗
Tracking a service request
We design request creation, attachments and status tracking around your workflow.
03Centralized communication↗
Tracking a service request
We consolidate conversations and notifications under the relevant record, defining customer and team visibility.
03 /
How does it fit your organization?
Account structure, customer permissions, order sources and support processes are assessed together.
Connection points
- REST API
Hosting options
- Cloud
Connections and deployment options are confirmed after reviewing your systems.
04 /
Frequently asked questions
Can customers see other accounts?
Account and user access rules are explicitly defined. Record isolation is checked using different accounts during acceptance testing.
Can it connect to our ordering system?
Connections depend on API and data access capabilities. We define which system manages order information.
Open-source tools to consider
Customer Portals
Start with your needs.
Share your current process and desired outcome so we can define a suitable starting scope together.