Self-Service Portal empowers your customers
The Self-Service Portal is designed to facilitate the flow of information and services by making them easily accessible to your customers. The Self-Service Portal puts information and services at your customers’ fingertips anytime, anywhere. Best of all, it is all in one place with a single login. Give your customers the power to manage their own information in a way that integrates seamlessly with your CRM.
Optimise your customers’ experience
At CRM-service, we understand the importance of building solid customer relationships. That’s why we offer a one-stop CRM solution designed to help you effectively manage your customer interactions. The Self-Service Portal is part of our catalogue of tools you can use to make life easier for your customers and take your business to the next level.
Fully Equipped Customer Portal
Invitations to Tender
Make quoting easier than ever with a platform that exchanges data with your CRM in real–time. Provide your customers with a clear channel to process quotes while ensuring you have all the information you need to quote.
Update Information
Keep essential contact information up to date with minimal effort. Customers can update their details, and changes are in the CRM. Key contacts can also update information about other people or information about the company.
Communication and Helpdesk Functions
Create a channel of communication between your customers and yourself. The Helpdesk functionality is perfect for communication, such as contact requests, feedback, or support. Messages are stored in the customer portal and available to the customer anytime.
Invoices
Make sure your customers can easily understand and track their bills by displaying past and current invoices in the self-service portal. Depending on your payment service provider, you can even enable Pay Now on invoices to simplify the payment process.
Mini Webstore
Put your products on the Self-Service Portal so your customers can view them and place orders quickly through the portal. Orders placed by your customers are automatically and instantly uploaded to your CRM.
Integrations and External Links
Seamless integrations give your customers access to everything you need in one convenient place, eliminating the need to switch between platforms. Imagine providing your customers with relevant resources, guides, and news at the click of a button, all within the portal.