Customer Portal

Customers find tickets and orders on their own. You stay in the CRM; they get a clear portal, without chasing messages.

On the home they see open tickets and orders in progress: they know where things stand without writing you in chat or calling.

Customer Portal
Sara R.
Hi Sara R.! Welcome to your dedicated customer portal.
3
Ticket Balance
€ 2.480
Total Orders Value
Open tickets (3)
Date # Ticket
3 Sep 2026 TK-104 Login issue
31 Aug 2026 TK-098 Invoice copy
26 Aug 2026 TK-087 Delivery delay

When they need help, they open a ticket from the portal: title, topic, description and a file. It arrives already tracked in the CRM, ready for the team.

New Ticket
Title Login issue
Topic Customer Support
Priority High
Status New
Company Acme Systems
Contact Marco B.
Owner Sara R.
Due date 06/09/2026
Description
I cannot access the order page after the last update.
I already tried clearing the cache and another browser.
File screenshot.png
File error_console.png
Send

In the catalogue they find products and services with a price, order when they want, and you fulfil in the same workflow you already use.

Catalog
List
Item Categories Price
Wireless headphones
PRD-01
 Catalog € 89
Desk lamp
PRD-02
 Catalog € 45
Notebook stand
PRD-03
 Catalog € 32
USB-C hub
PRD-04
 Catalog € 59
Initial consultation
SRV-01
 Services € 80
All features

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