Customer Portal
A dedicated portal for your customers. Invoices, projects, tickets, and documents – all in one place with activity timeline.
A dedicated portal for your customers. Invoices, projects, tickets, and documents – all in one place with activity timeline.
Customer Portal
A dedicated portal for your customers. Invoices, projects, tickets, and documents – all in one place with activity timeline.
Portal
Dedicated customer portal
Live
Activity timeline
Docs
Share documents
Brand
Custom branding
How the Customer Portal Works
Professional customer communication in three steps.
Set Up Portal
Set up the customer portal with custom branding and invite customers.
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Custom logo and colors
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Personalized welcome message
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Invitation via email
Set up the customer portal with custom branding and invite customers.
Set Up Portal
Set up the customer portal with custom branding and invite customers.
Provide Content
Share invoices, project progress, and documents with your customers.
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View invoices and quotes
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Track project progress
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Exchange documents securely
Share invoices, project progress, and documents with your customers.
Provide Content
Share invoices, project progress, and documents with your customers.
Communicate & Track
Use the timeline for transparent communication and support tickets.
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Activity timeline per customer
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Support tickets directly in the portal
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Complete communication history
Use the timeline for transparent communication and support tickets.
Communicate & Track
Use the timeline for transparent communication and support tickets.
All Portal Features
Professional customer communication for your business.
Invoices
Customers see their invoices and payment status.
Projects
Project progress transparent for customers.
Support Tickets
Customers create and track tickets.
Documents
Secure document exchange with customers.
Timeline
Chronological overview of all activities.
Custom Branding
Portal with your own logo and colors.
Why Your Customers Will Love It
A professional portal shows your customers that you value their time.
Professional Appearance
With custom branding and logo, your portal looks like your own platform -- not a third-party tool.
Everything in One Place
Invoices, projects, tickets, and documents -- your customers find everything clearly organized in one spot.
Transparency Builds Trust
Customers see the current status of their projects and requests anytime. Fewer inquiries, more satisfaction.
The Details That Matter
Two features that make the difference.
Activity Timeline
Every action is recorded chronologically. Your customers see exactly what happened -- without having to ask.
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Chronological overview of all activities
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Automatic updates on status changes
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Comments and notes integrated
Every action is recorded chronologically. Your customers see exactly what happened -- without having to ask.
Activity Timeline
Every action is recorded chronologically. Your customers see exactly what happened -- without having to ask.
Document Exchange
Share quotes, contracts, and reports securely with your customers -- directly in the portal.
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Secure file transfer
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Version history for all documents
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Notifications for new documents
Share quotes, contracts, and reports securely with your customers -- directly in the portal.
Document Exchange
Share quotes, contracts, and reports securely with your customers -- directly in the portal.
Perfect for Every Industry
Whether agency, IT service provider, or consulting -- the customer portal adapts.
Agencies
Show clients project progress, share designs, and collect feedback -- all in the portal.
IT Service Providers
Customers submit tickets, check status, and download documentation.
Consultants & Freelancers
Provide invoices, contracts, and project reports professionally.
Professionalize customer communication
Try the customer portal for free and impress your customers.