AvanturinSales and client experience
Customer Portal
Accounts, requests, documents and statuses.
Problem
Clients call to check statuses, and managers keep resending documents.
Who it suits
B2B companies and service organizations with regular clients.
What we offer
A secure account linked to your systems, where clients see their requests, documents and statuses themselves.
Main features
- Sign-in and roles
- Requests and statuses
- Documents
- Notifications
Typical stages
- 1Defining scenarios
- 2Connection to systems
- 3Account development
- 4Launch with the first clients
Possible integrations
- CRM
- ERP
- 1C
Related services
Customer and partner portalsA secure space where outside companies see their documents, requests and statuses.Customer accountsSign-in, profiles and history for the people who use your site.Access and role managementEveryone sees and does only what they are supposed to.B2B ordering portalsWholesale clients order on their own, at their own prices and contracts.
Questions
Is this a finished product?
No. It is a proven approach and a set of components that we configure and refine for your case. The scope and price are determined after discussion.
Can our accounting system be connected?
If it has an API or exports, yes. We will assess this in discussion.
Discuss Customer Portal
We will tell you whether it can be done, how and roughly for how much. No obligation.