Customer Portal

Communicate With Clients Through Your Site

Manage Customer Interactions

Customer portal to manage all your interactions with clients on your webpage rather than email.

Secure Access For Clients

The customer portal is created for each client and is secure; only accessible to you and your client. Upload your new product info, categories or price lists onto a customer’s individual dashboard. Specify what your customers have access to by creating customised packages which includes the ability to choose the product categories and different ranges they have access to.

Easy To Manage

This software will greatly enhance your customer interactions and make managing admin much easier. With an entire online invoicing and estimates app, our customer portal app makes it a breeze to manage customers.

Offer World Class Customer Portal

Managing client interactions over email is risky and archaic.

There is too much room for confusion and if a staff member leaves
there is the risk that clients’ requests will get lost in the handover.

Get up to date with an online system for managing your relationship with your clients.


once off
On Request
  • Unlimited Staff Members
  • Unlimited Clients
  • Unlimited File/Document Storage
Optional Extras
  • Time Limited Client Access On Request

    Once Off Setup

  • SMS Notifications Setup On Request


  • Feedback Wizard Integration On Request


Manage All Client Interactions In One Place


Attract more leads to your website and turn them in to customers.


Track your contacts, correspondence, appointments and tasks.


Manage all client interactions on your website.

Customers Reviews

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More Clients?
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