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Customer Portal / Client Self-Service

Empower customers with 24/7 access to information, orders, and support

OVERVIEW

What is Customer Portal?

Customer Portal (Client Self-Service) is a secure web-based platform that gives your customers direct access to their account information, order history, invoices, support tickets, and other services without needing to contact your team. It creates a personalized dashboard where customers can manage their relationship with your business independently and conveniently.

For Philippine businesses handling high volumes of customer inquiries about orders, invoices, or account status, a customer portal dramatically reduces support workload. Instead of answering repetitive questions via phone or email about "Where's my order?" or "Can I get a copy of my invoice?", customers can access this information themselves 24/7 from any device.

Whether you're serving B2B clients who need access to multiple invoices and contracts or B2C customers tracking orders and managing subscriptions, a customer portal improves satisfaction through convenience, reduces operational costs, and frees your team to focus on complex issues that truly require human attention.

Growth
HRIS
Inventory
Finance

Benefits of Customer Portal

Click on a benefit to learn more.

Centralized Data Management

All business information in one system—no more switching between multiple platforms or reconciling conflicting data sources.

CAPABILITIES

Key Features

Multi-company management

Financial management & accounting

Inventory & stock control

Purchase order management

Sales order processing

HR & payroll integration

Real-time reporting & analytics

Workflow automation

Role-based access control

Mobile accessibility

Cloud-based deployment

BIR compliance & e-invoicing