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Business Factory

Customer Experience

Customer Portal

Give customers a single place for bookings, documents, invoices and messages.

Available

From £995

Web App

Add to BusinessAll apps

What it does

Customer Portal is a branded login for the people who buy from the business. It reduces WhatsApp threads and lost PDFs by putting the operational relationship in one place.

Problem solved

Repeat-service businesses often run customer communication across inbox, text and paper. The Portal makes the relationship inspectable.

Workflow

  1. 01Customer receives access
  2. 02Views bookings and documents
  3. 03Sends a request or message
  4. 04Business responds in CRM
  5. 05Record stays complete

Features

Bookings and schedules

Customers can see upcoming work and request changes.

Documents

Agreements, reports and invoices sit with the customer record.

Messaging

Operational messages stay attached to the job, not a private phone.