Select Page

The Acumatica Self-Service Portal enables you to create a customer portal experience where customers can access their information including contracts, financial statements, support cases, and more. Communicate with customers and work more efficiently.

The portal works with Acumatica applications, such as CRM and Sales Order Management, to provide helpful tools for your customers to see all the relevant information about their account-related activities online.

You can also reduce customer support questions by providing anytime access to your knowledge base and document sharing.

 

Key Benefits:
  • “Always On”: Customers can access their account information 24 hours a day, 7 days a week, without picking up the phone or sending an email.
  • Document Sharing: Provide a secure location to share marketing material, educational material, company policies, and FAQs with customers.
  • Customer Account Inquiry: Give customers the ability to see all historical documents, balances, due dates, payments received, and amounts due. Customers can also update address, contact, and user access details.
  • Online Ordering: Business partners and resellers can view inventory and place orders themselves—speeding up the ordering process and freeing your sales team to focus on other activities.

 

Additional Features:

Customer Self-Service Capability

Self-Update of Customer Information

Financial Overview

Case Management

Online Ordering

Online Catalogue

Up-To-Date Pricing and Inventory Details

Document Sharing

Knowledge Base

Personalize the Portal

 

Contact us for more information on how Acumatica can work for your organization.

Check out the demo below to see the Acumatica Customer Self-Service Portal in action.