Client Portal & Helpdesk

A portal your clients will actually use

Clients log in to see their invoices, approve estimates, follow their projects and sign contracts — no email back-and-forth.
  • Invoices & estimates
  • Estimate approval
  • Project visibility
  • Client profile
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Client Portal & Helpdesk
Contracts

Send, track and e-sign

Build contracts from templates, see when they are viewed and collect e-signatures, then keep a signed PDF on file.
  • Contract templates
  • View tracking
  • E-signature
  • PDF copies
Helpdesk

Every request, answered

Clients raise tickets; your team assigns, prioritises and replies, with bulk actions and export for busy days.
  • Ticket replies
  • Assignment & priority
  • Bulk actions
  • Export
Invitations

Onboard clients in minutes

Invite clients to the portal and follow their activity in a log, so you always know what they have seen.
  • Portal invitations
  • Activity log
  • Secure access
  • Branded experience
Eigenschaften

Connected Features

Each area of ERPSync shares the same customers, products, people and ledger, so work done in one place is instantly available everywhere else.

Ihr gesamtes Unternehmen, synchron.

Bringen Sie Projekte, Vertrieb, Finanzen, Lager, Fertigung und Personal auf eine Plattform – und hören Sie auf, Tabellen abzugleichen.

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Kontaktiere uns

In Kontakt kommen

Wir gedeihen, wenn wir innovative Ideen entwickeln, verstehen aber auch, dass ein intelligentes Konzept mit faucibus sapien odio messbaren Ergebnissen unterstützt werden sollte.