Grow Your Company with End-to-End CRM Software in the Cloud
Customers are the most important part from the application. The main purpose this application is build is to serve clients. Clients area is separated from the administration area. They have their own portal and can easely manage tickets,invoices,contracts,estimates.
Customer Portal enables you to provide customers with highly personalized, interactive service on the Web. Your customers will be able to receive answers to their questions, complete transactions, submit support issues and query your knowledge base. With an open line of communication, and a range of self-service options, you’ll boost customer satisfaction as well as long-term retention.
The Client Dashboard is a way for your clients to view pending estimates, view invoice and payment history, and what’s due.
They can also be able to access knowledge Base, Projects, Contracts, Proposals and Support. Check unpaid invoices and send invoice reminders or add payments, view recent activities
Clients can accepts or decline an estimate for a better offer by clicking on Decline.
Your clients can view a list of the estimates they’ve received from you. If they are satisfied with the price, they can take your business forward by clicking on the Accept button.?
Your clients can view a list of invoices sent by you in the portal. They can open the invoice by clicking on one of them.
If the invoice is unpaid, they can choose to pay instantly by ?clicking on Pay Now. Your clients can make payments by choosing a mode of payment. Various payment gateway options can be given to the client.
The client can keep track of all the payments made for invoices sent by you.
If you had enabled the “Allow customers to view projects” option in the portal settings, an additional module will be made available in your customer’s client portal.
The Projects module in the client portal will list all the projects created for your customer.
When you click on one of the projects, you will see the following tabs:
You can select the option whether to show the client all the milestones and tasks related to projecct.
If enabled, Client can see the Milestones and tasks created for particular project
You have great support ticket system with Staff notes,ticket replies, ticket statuses can be viewed by client
Customers can enter trouble tickets by logging onto Client panel and can access personalized content and relevant support documentation.
Provide access to key customer support tools, such as the Knowledge Base.