CRM
Acumatica Customer Self-Service Portal
Acumatica Customer Portals, part of the Customer Management Suite, enable you to create a customer portal experience to help you work and communicate with customers more efficiently.
REDUCE STAFF WORKLOADS, INCREASE CUSTOMER SATISFACTION
- Empower your partners and customers. Helpful tools enable customers to see al the relevant information about their interaction with your organization and perform account-related activities online. You can also reduce customer support questions by providing anytime access to your knowledge base and document sharing.
Leverage your Acumatica investment. Acumatica Portals use the same database and interface as your own Acumatica instance, so you can efficiently create online experiences including B2B ordering* and self-service access customer portals.
Customers can easily access their contract information, including billing details
*The B2B Portal works with and requires Acumatica’s Customer Management and Distribution Management Suites.
Key Benefits
“ALWAYS ON”
- Grant customers access to account information 24 hours a day, 7 days a week, without picking up the phone or sending an email
CLIENT SELF-SERVICE
- Offer customers the ability to perform activities and answer their own questions by providing access to the information they need most
EXTEND THE VALUE OF ACUMATICA
- Leverage your existing Acumatica solution to deliver even greater value to those you serve by offering new ways for them to access information and perform key activities
DOCUMENT SHARING
- Provide a secure location to share marketing material, educational material, company policies, and FAQs with customers
REDUCE SALES TEAM WORKLOADS
- Enable your sales team to focus on more strategic activities by reducing the number of sales and support related inquiries they receive
ON-LINE ORDERING
Business partners and resellers can view inventory and place orders themselves—speeding up the ordering process and freeing your sales team
Features and Capabilities
CUSTOMER SELF- SERVICE CAPABILITY
Grant customers 24/7 access to their account information, create and manage support cases, and create and track online orders—all without picking up the phone or sending an email.
FINANCIAL OVERVIEW
Give customers access to all historical documents, contracts, balances, due dates, payments received, and amount due.
UP-TO-DATE PRICING AND INVENTORY DETAILS
Ensure accurate inventory and pricing is always displayed because it is connected to the same database as your Acumatica Distribution Management applications.
CASE MANAGEMENT
Allow customers to submit new cases, which seamlessly flow into Acumatica ERP. The customers can view the cases they submitted, track the status of each case, provide additional information when required, and reopen closed cases.
KNOWLEDGE BASE
Allow customers to search for answers to their questions, allowing more customer self-service and generating fewer support calls.
DOCUMENT SHARING
Provide a secure location to share documents with customers, such as marketing material, educational material, company policies, and FAQs, without building a separate web page.
ONLINE ORDERING
Let your business partners browse inventory and place orders on-line 24 hours a day, 7 days a week. The customer can track the status of the order, shipments, invoices.
ONLINE CATALOGUE
Give your customers access to the products you sell with their descriptions and images. You control which products are visible to each user and which warehouses goods can be shipped from.