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
Características

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.

Todo o seu negócio, sincronizado.

Reúna projetos, vendas, finanças, estoque, produção e pessoas em uma única plataforma — e pare de conciliar planilhas.

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Contate-Nos

Entrar em contato

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