Save your customer’s time and provide extra value by offering them the ability to access their information and perform related activities on the Acumatica Customer Self-service Portal. The portal allows you to give your customers access to their contracts, contracts, financial statements, support cases, and more.
Simplify and enhance communication with your customers. Given that Acumatica is an integrated solution, the customer portal works with your CRM and sales order management. This will allow your customers to access information on their interactions and perform account-related activities online.
Reduce customer queries by availing access to FAQs through your knowledge-base and convenient document sharing.
Customers can access account information 24 hours a day, 7 days a week, without picking up the phone or sending an email.
Provide a secure location to share marketing material, educational material, company policies and FAQs with customers.
Give customers the ability to see all historical documents, balances, due dates, payments received and amount due. Customers can also update address, contact and user access details.
Business partners and resellers can view inventory and place orders themselves—speeding up the ordering process and freeing your sales team to focus on other activities.
Let your customers DIY through secure password-protected access to their accounts. The modern-day customer expects instant gratification and this portal allows you to fast-track your service and improve customer communication.
Reduce the number of grievances and service backlogs. Create accounts, enjoy knowledge management by providing your customers with a knowledge base of FAQs and knowledge base articles. Customers love the sense of autonomy and the portal improves your customer experiences. Empower yourself with secure file sharing with the file-sharing service and easy access to file storage.
Choose Acumatica and improve your customer satisfaction. A business management system with intuitive knowledge base software for you to provide your customers access to readily available information. Share documents. Secure access by email address.
Gone are the days when you had to keep large file size brochures on google drive. Customer communications and self-service simplified.
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