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Customer portal

Customers see their own invoices, documents and orders — at your address and with your logo.

Part of the chain

  • Capture
  • Sell
  • Deliver
  • Get paid

The portal runs on its own domain, with your logo and colours, so to the customer it looks like your system rather than a stranger's tool. It shows invoices, documents, orders, tasks and sites; an order can be placed from a basket and a document can be signed. Login is by PIN code, with no password.

What it covers

  • A separate domain, your logo and your colours
  • The customer sees their invoices, documents, orders, tasks and sites
  • A product basket, a stock view and order placement
  • Document signing and surveys in the portal
  • Login by PIN code — no password
  • Public forms: enquiry, service, subscription, NPS, damage reports with photos

Who it suits best

Industries for which this area is one of the main reasons to choose the system.

What it connects to

The connectors that change the most for this area. Each one is switched on in the settings.

Smart-ID and mobile signature A qualified electronic signature on the document record: Smart-ID or mobile signature, via Mark ID.
All integrations

FAQ

Questions about this area

Did not find your answer? Ask us

Will the portal look like our system?

Yes. The portal runs on its own domain, with your logo and your colours.

What can the customer do on their own?

View invoices and documents, place an order from the basket, create and follow tasks, sign a document, answer a survey.

Do we have to create a password account for the customer?

No, login works by PIN code. That removes the most common portal problem — forgotten passwords.

Other areas

Inventory and products A warehouse that is not a separate application: stock and price are visible right in the deal line. Projects and tasks From the deal to the finished work and the invoice for it — with real time and materials. Service and sites Customer emails no longer disappear in a mailbox — they become tickets with an owner. Customers and contacts You type in the name and the company details fill themselves in. Before the deal you can see whether the partner is reliable.
All features

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