A place for your customers to see and update tickets, view past quotes and invoices, and share files.
The customer portal is a self-service portal where customers can get their business-related questions answered.
Changes your customers make in the portal profile are automatically replicated in the CRM records.
Customers can report their issues directly from the portal by creating cases. They can even check out open cases and export them if needed.
CRM admins can enable the display of FAQ on the portal homepage, helping customers instantly find answers to common questions.
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.
Allow customers to share documents directly through the customer portal; eliminate the need for email threads and manual attachments to contact records.
Aurik gets complete visibility into business operations by running on Vtiger's cases and tickets.
Hogar Futuro increased customer satisfaction by 15% by implementing the Vtiger Help Desk and Sales module.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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