Customer & Partner Portals
Give customers and partners answers without a phone call.
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.
- status and documents
- Self-serve
- portals and domains
- Per brand
- document storage
- Private
What it does
What it replaces
- Status-update phone calls
- Emailed PDFs
- Supplier spreadsheets
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.
Before and after
Client
Before: Calls twice a week to ask where the job is.
With the platform: Logs in and sees the stage, the photos and the next date.
Partner
Before: Emails referrals and never hears what happened.
With the platform: Submits in the portal and watches the deal progress.
See it in the demo
Sample Motor Group
Unified Inbox
Every channel in one thread per customer, with AI first response.
- Hi, is the black SUV on your website still available?
- AI assistantYes, it is at City Showroom and available today. Would you like to book a test drive? I have 10:30 or 2:00 tomorrow.
- 2:00 works. Can I bring my trade-in?
Sample data for demonstration. Changes you make here are not saved.