Empower Customers, Simplify Support

Give buyers the control they need to manage their product experience.

Connect the Customer Experience

Give customers the autonomy to manage their account through a user-friendly portal.

• Offer a white-labelled customer portal with your own branding and unique URL for a seamless customer experience.
• Enable users to update their account details and communication preferences.
• Provide visibility of invoice history and product usage.

Enhance Autonomy

Provide customers with the ability to manage their product subscriptions and pricing plans.

• Reveal product upgrade options within the portal.
• Allow customers to switch pricing plans and tailor their product experience.
• Grant purchase of add-ons, for an existing base subscription.

Streamline Invoices & Payments

Simply billing management and payments.

• Facilitate the ability to view, download, and export invoices from the customer portal.
• Enable customers to add new credit card details for secure and seamless payments.
• Highlight outstanding invoices in the portal so that they can be settled on a timely basis.

Support Service Requests

Allow customers to track service issues.

• Permit customers to raise tickets for service issues directly from the portal.
• Assign tickets to the right business user for prompt resolution.
• Track ticket progress via the integrated service desk feature.

Integrate CRM Records

Bi-directionally connect to your CRM platform.

• Pull existing customer data via API.
• Push customer order information downstream, mapping to relevant data fields.
• Avoid data discrepancies within your tech stack.