Frees up your salespeople, reduces paper work, increases customer satisfaction

If you’re like us you’ll want to develop a close relationship with your business to business customers and reduce the amount of administration time you spend dealing with paperwork and payments.

We’ve extended the power of our customer relationship management features by adding a Customer Portal to our low cost web based ERP, small business management software enabling you to give every one of your customers a unique and secure login to your system.

Our Customer B2B self service Portal enables you to:

  • Give customers instant online access to the information they need about stock availability
  • Speed up and simplify the order process by allowing your customers to:
  • look up product and create sales orders
  • view and approve estimates and sales orders
  • review and electronically pay sales invoices
  • Cut down the number of interactions and free up your sales people
  • Reduce your cost of sales
  • Give your customers access to price lists specific to them

The Customer Portal will help you increase customer satisfaction and build more intimate relationships with your customers.

Does it impact the number of users I have to pay for and what does it cost?

No, but for every sales order created in the B2B portal there is a transaction charge of $0.15 (£0.10). Customers don’t count as users and there is no charge for users on your system’s Customer Portal.

Easy set up and administration

With just a few clicks you can set up a login and e-mail your customers the web address and their login details. You have complete control over their access to your web based ERP small business management software.

Payment processing

We currently support payments through Paypal and Authorize.net, and we are very happy to add more payment methods and gateways for you.

New customer relationship management functionality on the way

This year we’ll be adding more time saving and useful features to the Customer Access Portal, these include:

  • Customer Support Tickets – this feature will allow your Customer’s to submit requests and questions through the Customer Portal which will help you keep even more accurate  records of interactions with your customers and improve your customer relationship management.
  • Unique Customer views – as we add more features to the customer portal you will be able to configure the view they have of your system.