Access
Turn portal access on or off per customer.
More self-service for your customer
Not every question has to be answered by telephone or inbox. Within CRRM, customers receive a portal for work orders, orders, documents, invoices and a B2B webshop based on your Catalog.
Now
Many status and order questions take time
Workshops receive many recurring questions about progress, history, invoices, orders or available products. If all that information is only available internally, the workshop will spend a lot of time on manual feedback.
With CRRM
Status, webshop and documents closer to the customer
The portal connects to existing customers, catalog items, orders, work orders and invoices. As a result, self-service does not become a separate system in addition to CRRM.
From customer access to ordering and follow-up
Self-service only works well when customer, catalog, order and status remain together.
Catalog
Make products and settings usable for self-service.
Order
Have customer actions land in the same order flow.
File
Customer information remains linked to the internal context.
Wrapping up
Status, invoice and follow-up remain visible.
More transparency, fewer individual questions
The power lies in the connection to Catalog, order flow and customer file.
More status insight for the customer
Relevant information comes closer to the end user.
Less manual feedback
Not every question has to go through the desk or inbox.
Webshop from Catalog
Only active, visible products or packages with a retail price can be ordered.
Customer discount per group
Customer group A, B or C automatically determines the correct product discount.
Order to work order
An order can be accepted and work order lines immediately created.
Invoice and order form
Documents remain visible with the same order or invoice flow.
Where a customer portal must provide confidence
A portal is only useful when customers see information that matches the internal workshop flow.
| What you pay attention to | Separately arranged | With CRRM |
|---|---|---|
| Status information | Customers call or email for updates. | Work orders and orders can provide central insight. |
| Order | Orders come in through separate channels. | Customers order from catalog and portal. |
| Documents | Invoices, order slips and history are requested separately. | Documents and billing information remain in the same customer base. |
| Access | Portal access is separate from customer management. | Portal access can be configured for each customer. |
Self-service should not become a second administration.
CRRM connects customer portal, webshop, catalog and file to the same internal data.
Continue in the same flow
Connect self-service to your internal process
A portal only works well if the customer, order, catalogue, work order and invoice share the same basis.
Portal per customer
Manage access and customer data from the same card.
Orders from the webshopProcess customer orders in the business flow.
Make products available to orderUse catalog data as a basis for portal and webshop.
Keep invoices visibleHave documents and payment status matched to the file.
Packaging compliancePrepare webshop orders for traceable material administration.
FAQ
Frequently asked questions
Short answers about the customer portal direction.
Can customers place orders?
Yes. The portal contains a webshop direction in which visible catalog items can be ordered.
Can customers see invoices, order receipts or history?
Yes. Orders, documents and invoices are linked to the same order and file basis.
Is the customer portal a separate system?
No. It is a supporting layer on top of customers, Catalog, orders, work orders and invoices in CRRM.
Would you like to view the portal, webshop and workshop flow together?
Start for free and see how portal, webshop, Catalogue, customer discounts, order and work order flow connect.