Central Document Repository
Always sending out the same documents? With Customer365 you can provide a central documents area that ensures that you're not constantly sending these documents via emails and also that you have only one area that you have to update when documents are changed. Ideal for terms and conditions.
Case Management
Manage support through your portal and reduce the workload on your support team. Customers can log and review existing cases in the CRM system reducing the need for them to email and call your support team. This improves customer satisfaction and therefore retention.
Knowledge Base
Help customers help themselves by exposing the Sage CRM solutions entity. Make the most of your CRM solutions data by allowing customers to access this information to reduce support requests and improve customer satisfaction.
Case notes, files and screenshots.
Customers can log in create new issues and add details, notes, files and screenshots in a single area empowering them to provide comprehensive information to help resolve any issue.
Allow customers to review old cases
Customers can log in and review old cases and their solutions freeing up resources from answering emails with the same questions.
Customer information
Customers can see information that you have on them in the Sage CRM system and request changes. You can even expose some fields to allow them change the data themselves.
A single user can also manage several companies using the one logon.
Menus can also be shown or hidden depending customer data.
Track Software and Document Downloads
When you provide software and documents from your Customer365 portal you can see who downloaded what and when with email alerts. This is ideal to track leads and keeps an eye on activity from your customers and partners.
Control Access and Password Recovery
Access is controlled from Sage CRM's self-service admin.
Users can recover their passwords from the system
Responsive UI
Optimized to work on all Desktop/Tablet and smartphone devices.
Sage CRM Orders and Quotes
Getting queries on quotes and orders is tedious and you can provide access to those from the portal empowering your customers and partners.
Extend and Brand
The system can be branded with your colors of choice and logo.
As Sage CRM allows you to extend the system and create custom entities so too we can extend Customer 365 to meet your needs. We would be delighted to speak to you about how we can do this. Remember its your business! Your way!