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FEATURES > CUSTOMER PORTAL
Engage professionally through a private Customer Portal
A place for your customers to see and update tickets, view past quotes and invoices, and share files.
What is a Customer portal?
The customer portal is a self-service portal where customers can get their business-related questions answered.
Automatic syncing of changes in the portal profile
Changes your customers make in the portal profile are automatically replicated in the CRM records.
Report issues and track their progress
Customers can report their issues directly from the portal by creating cases. They can even check out open cases and export them if needed.
Check out commonly asked questions with ease
CRM admins can enable the display of FAQ on the portal homepage, helping customers instantly find answers to common questions.
Work on records from the customer portal itself
View personal and company records selectively by switching between Mine and All toggle. Display different records by using filters. You can also download documents from the Inventory modules.
Exchange documents and files
Allow customers to share documents directly through the customer portal; eliminate the need for email threads and manual attachments to contact records.
CASE STUDIES
Why our customers love us
Aurik
Aurik hoàn toàn có thể nhìn thấy các hoạt động kinh doanh bằng cách chạy trên các vỏ và vé của Vtiger.
Hogor Futuro
Hogar Futuro đã tăng 15% sự hài lòng của khách hàng bằng cách triển khai mô-đun Bán hàng và Bàn trợ giúp Vtiger.
GB Advisors
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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