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Online and Self Service Customer Portals
Want to be open 24/7?
We all work odd hours or deal with people in different time zones, expecting your office to be open 24/7, as a mid market organisation, is probably just not realistic. Self service 'contact centres' are becoming increasingly popular, not only with suppliers but customers who want or need to be able to access relevant information, when they need it, or, request customer support when it is convenient to them.
So, what is a Customer Portal?
In terms of your Customer Relationship Management solution, we offer a way for your customers to access specific information from your OpenCRM system, using an Internet connected computer and a web browser (just like the one you are using right now). This includes being able to;

• View Invoices – due and historic
• Receive and manage Quotations on-line
• Download Public and Private documents
• View Sales Order history
• eSign Sales Orders online
• Display Project and their status, including activities and any supporting documents
• Report and track helpdesk tickets
• Manage ‘My Account’ details
• Automate Returns Authorisation procedures
• Display information pages specific to registered users
Customer Portals are also referred to as ‘Self Service’ because Customers can access the information – anytime, anywhere.
Portals can also be used very effectively to communicate with Partners and Suppliers, sharing information or collaborating on projects in real time.
Why not contact your account manager to discuss how you can get more from your OpenCRM solution just click here or call (0044) (0)8452 303083




