Portal, by CRM Online
The new CRM Online customer portal for info@hand provides your customers with a view into your business system and provides them with the ability to interact directly with relevant data within the system. Whether it’s updating their details, viewing financial history or paying invoices, your customers will appreciate the transparency that you can provide using the new customer portal.
The portal has been designed from the ground up for usability and style. It provides a direct link into info@hand and runs completely off the info@hand database (no separate portal database), while applying the appropriate levels of security to access data.
The CRM Online customer portal allows your customers to:
- Instantly view key information via the dashboard.
- Update their contact details.
- Submit cases, bugs and request new quotes from any page using the quick add functionality.
- View full financial history, including invoices and payments.
- View current quotes and orders, and approve quotes.
- Pay outstanding invoices using the online credit card processing.
- Download files directly from the portal (access is controlled via info@hand Documents module).
- View a full history of cases and bugs, including attachments and notes attached by support team (subject to portal flag in note).
You can get more information on the CRM Online Customer Portal here.
About CRM Online
CRM Online was created with the goal of bringing technologies that improve business to Australian companies. Our primary goal is to streamline processes by providing businesses with the ability to more effectively manage their most valuable asset, their information.