Customer Portal Software

Empower your customers with data at fingertips

It’s Time to Transform the Way
You Manage Your Sales and Customers

With the Customer Portal software, you can be superfast and highly effective in providing a meaningful customer experience and streamline business operations.

How it Works

Key Capabilities

Centralized Data View

Get holistic view of customers with accurate reporting of customer details.

Enhanced Sales Efficiency

Better sales efficiency with detailed financial reporting, accounting analysis, and up-to-date sales forecast.

Multi-Company Management

Add more than one company and manage them separately in their own environment.

Real-time Quote Generation

Ensure order accuracy with automation of quote generation process with editable documents in real-time.

Secure Order Processing

Get orders to customers in no time by creating timely orders and ensure automated order processing.

Customized Login Access

Through unique user access, customize the access for admin and sales representatives as per their role.

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Our
Industries

Integrate this portal with your Business Solution and enjoy uninterrupted workflows!

Our Solutions

Questions? Look here.

Can I use it as a standalone app?

Yes, Customer Portal can be integrated with your business application, or used as a standalone solution. As a self-service portal, this online customer portal software can aid both salespersons and customers and function as a mini CRM solution.

Which apps can I integrate it with?

Yes, this customer management portal can be integrated with your existing business solution or ERPs like Sage Intacct, Sage X3, Sage 300, Sage 100, Acumatica etc.

What does the pricing module look like?

This efficient solution is available in the best prices to suit your business needs. Our pricing module is based on number of licenses and usage.