Acumatica Portals enable you to create a customer self service portal experience where customers can access their information, including contracts, financial statements, support cases, and more. The Acumatica Customer Portal helps you communicate with customers and work more efficiently. The portals work with your Acumatica applications, such as CRM and Sales Order Management, to provide helpful tools to allow your customers to see all the relevant information about their interactions and perform account-related activities online. You can also reduce customer support questions by providing anytime access to your knowledge base and document sharing.
Customers can access account information 24 hours a day, 7 days a week, without picking up the phone or sending an email.
Deliver payment flexibility by enabling customers to submit payments anywhere, anytime. Customers can view invoices, make payments, and store credit cards on the Acumatica Portal.
Provide a secure location to share marketing material, educational material, company policies and FAQs with customers.
Give customers the ability to see all historical documents, balances, due dates, payments received, and amounts due. Customers can also update their address, contact, and user access details.
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.
By using Self-Service Portal, customers can access their account information, create and manage support cases, and create and track online orders—all without picking up the phone or sending an email.
All of these services are available 24 hours a day, 7 days a week.
Customers can view and promptly update their company address and contact information to keep the data in the system up to date at all times.
Customers have the ability to see all historical documents, balances, due dates, payments received, and amounts due.
Inventory and pricing are always up-to-date because it is connected to the same database as other Acumatica applications.