Customer Portal — tracks the work for your customer
Your customers manage their own account 24/7: they track orders live, view and pay invoices online, open service requests, start returns, digitally approve contracts, reconcile their balance and send feedback — all in a separate, secure login. Phone traffic drops; your customer moves on their own.
What does your customer do here?
Twelve areas — everything the customer needs on one panel, in one login. Open a card to see the live example.
Dashboard
Balance, recent activity, shipment tracking, pending contract approvals and alerts greet them first.
Orders
Order from the catalog, track status + shipping, confirm delivery, reorder in one click.
Invoices & Payment
See unpaid invoices, pay by card (3D Secure) or transfer, follow the payment profile.
Account Statement
Review bank, invoices and orders in one merged ledger, with multi-currency conversion.
Reconciliation
Approve or dispute the period balance — the reply lands as a notification to accounting instantly.
Quote & Proforma
View sent quotes, review and approve; approval → order on its own.
Service / Request
Open a service request via a 5-step wizard, track the technician and live ETA / location.
Returns / RMA
Start a return by product + reason + quantity, enter shipping, track and confirm the replacement.
Contracts
View contracts, give digital approval via link, download PDF.
Catalog & Stock
Search the catalog, open a price inquiry, set a "notify when back in stock" alert.
Notifications & Support
Follow notifications, open a support ticket, track via live chat.
Feedback
Send a complaint, suggestion or rating from the feedback button on every screen — with a screenshot.
Step-by-step usage
Your customer runs their whole workflow from the portal in six steps.
Secure login with email and password — the account is separate and isolated from your business.
- Email + password
- Separate session
Balance, recent activity, shipment tracking and notifications greet them first.
- Balance + activity
- Shipping + alerts
Order from the catalog or track past orders with status, and confirm delivery.
- Catalog + cart
- Delivery confirm
See unpaid invoices, pay by card (3D Secure) or transfer — receipt instantly.
- 3D Secure card
- Bank transfer
Start a service request or return; approve or dispute the period balance.
- Service / return
- Reconciliation
Give digital approval to your contract, share what's on your mind via feedback.
- Digital approval
- Feedback
Your customer is ready — go to the login
Separate, secure and open 24/7. Invite your customer, cut the phone traffic.