Portail clients

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.

Portail clients
Sara R.
salut Sara R.! Bienvenue sur votre portail client dédié.
3
Solde des Tickets
€ 2.480
Valeur Totale des Commandes
Ouvrir des billets (3)
Date # Billet
3 sept. 2026 TK-104 Login issue
31 août 2026 TK-098 Invoice copy
26 août 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.

Créer un billet
Titre Login issue
Sujet Service client
Priorité Haut
Statut Nouveau
Compagnie Acme Systems
Contact Marco B.
Propriétaire Sara R.
Date d'échéance 06/09/2026
La description
I cannot access the order page after the last update.
I already tried clearing the cache and another browser.
Fichier screenshot.png
Fichier error_console.png
Envoyer

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.

Catalogue
Lister
item Catégories Prix
Wireless headphones
PRD-01
Catalogue € 89
Desk lamp
PRD-02
Catalogue € 45
Notebook stand
PRD-03
Catalogue € 32
USB-C hub
PRD-04
Catalogue € 59
Consultation initiale
SRV-01
services € 80

Besoin d'aide?