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.

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.

Send, track and e-sign ERPSync

Live

Helpdesk

Clients raise tickets; your team assigns, prioritises and replies, with bulk actions and export for busy days.

Every request, answered ERPSync

Live

Invitations

Invite clients to the portal and follow their activity in a log, so you always know what they have seen.

Onboard clients in minutes ERPSync

Live

Caracteristicas

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

Capture leads, move deals across a kanban pipeline and nurture customers with campaigns and surveys.

Turn quotations into approved sales orders, deliveries and invoices — with returns and commissions built in.

Reúna proyectos, ventas, finanzas, inventario, fabricación y personal en una sola plataforma, y deje de conciliar hojas de cálculo.

Contáctenos

Prosperamos cuando se nos ocurren ideas innovadoras, pero también entendemos que un concepto inteligente debe respaldarse con resultados medibles.