DojoPORTAL

Overview

Customers want to see the status of their order, job or contract without calling. Partners and suppliers need to submit and track work. Portals give each group a branded, secure login that shows only their records, pulled live from the platform, with documents, messages and approvals in one place.

Portals over your native pipeline, documents and payments. Requires Revenue Pipeline.

Shows status from your CRM or help desk, and sends uploads back where the connector allows it.

What it does

• Customer status

  Customers see live status of orders, jobs, deliveries and invoices, with documents to download.

• Partner and supplier access

  Partners submit leads, quotes or work orders and track them, without access to anything else.

• Secure documents

  Contracts, reports and certificates stored privately and shared per customer with an audit trail.

• Branded per business

  Each brand or business unit can run its own portal on its own domain from the same platform.

How it works

1. 1

   The core runs in every DojoCOMMAND from day one. Every other native app is already installed, so switching one on takes a click.

2. 2

   Portals over your native pipeline, documents and payments. Requires Revenue Pipeline.

3. 3

   Shows status from your CRM or help desk, and sends uploads back where the connector allows it.

Availability by plan

• Open Mat

  Not offered

• White Belt

  Add-on · $900/mo per location

• Black Belt

  Add-on · $900/mo per location

• Sensei

  Included

Good to know

• Portal users only see records shared with them.