Customer portal

A private area where customers see their documents and requests.

18 features to choose from. The suggested ones are marked; you decide the priority of each.

Features for a customer portal

MUser accounts and login · Sign up, sign in and password reset.Suggested: Must
MRoles and permissions · Admins, staff and customers see different things.Suggested: Must
SSign in with Google or Apple · One tap sign-in for customers.
MPages you can edit · Change texts and pictures yourself.
MSpanish and English · Every page in two languages.
SSearch · Find products, pages or records fast.
MOnline payments · Card and bank transfer payments through a payment gateway.
LElectronic invoice connection · Send sales to your electronic invoicing provider.
LBooking calendar · Time slots, capacity and rescheduling.
MReports dashboard · Sales, bookings or tasks in charts.Suggested: Should
SImport from Excel · Bring in the lists you already keep.
SExport to Excel or PDF · Download lists and reports.
LConnection to your software · Exchange data with a program you already use.
SAutomatic emails · Confirmations and updates sent for you.Suggested: Must
MAdmin panel · Manage users, content and orders.
SFile uploads · Upload and share documents and photos.Suggested: Must
LTasks and work orders · Assign, follow and close work.
SActivity log · See who changed what, and when.