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Business modules
Customer Portals BM
Each client a separate, secure portal.
What is Customer Portals BM?
With Customer Portals, you give each customer their own secure environment where they can view their data, documents or requests. This reduces the pressure on your customer service and looks professional. Customers manage more themselves, you stay in control.
How does it work?
- Configure a dedicated portal for each client with the right components.
- Decide what the customer can see and do.
- Invite the customer with their own login.
- Manage all portals centrally from one overview.
Use cases
An installation company that lets customers view quotes and invoices.
An accountant who shares documents securely with clients.
A service provider that lets customers submit and track requests.
A supplier that lets customers check their order status themselves.
Benefits
- Less back-and-forth emailing and phone calls.
- Customers can sort out their affairs themselves 24/7.
- Professional, secure appearance per customer.
- Central management of all portals at once.
Frequently asked questions
Can each customer only see their own data?
Yes, each portal is protected so that a customer only sees their own information.
Can I determine per customer what is visible?
Yes, you set per portal which sections and data the customer gets to see.
How do customers get access?
You invite customers with their own secure login; they don't need to install anything else.
Also within Business Modules
Use Customer Portals BM for your business?
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