Software & systems
Customer portal
Your customers see the status without calling
What this is about
The most common question in daily business is “How far along are you?” A customer portal answers it before it is asked, with the status, the appointments and all the documents for the order.
What is included
- Individual access for each customer
- Order status with appointments and contact person
- Documents: quote, order, record, invoice
- Queries and approvals directly in the portal
- Notification at every step of progress
Process
How we go about it.
Define
What should the customer see, and what not?
Build
Set up the portal, access and notifications.
Test
Start with selected customers.
Roll out
Distribute access and incorporate feedback.
Frequent questions
This is what we are often asked.
Is it too complicated for customers?
Not if it stays simple: link, code, status. That is exactly how we build it.
Do customers see internal notes?
No. There is a clear separation between the internal and the external view.
Is it worthwhile for small businesses?
Above all for them, because every call saved means more real working time.
Sollen wir uns das ansehen?
Ein kurzes Gespräch genügt, um einzuschätzen, was in Ihrem Betrieb sinnvoll ist — und was nicht.