Acumatica Customer Self-Service Portal
Leverage the Acumatica Customer Self Service Portal to deliver even greater value to customers by offering new ways for them to access information and perform key activities anytime.
How Acumatica CRM Customer Self-Service Portal can work for you
Acumatica Customer Self Service Portals enable businesses to create an experience where customers can access their information including contracts, financial statements, support cases, and more. The Acumatica Customer Self-Service Portal helps users communicate with customers and work more efficiently.
The portals seamlessly interface with Acumatica modules, such as CRM and Sales Order Management, to provide helpful tools to allow customers to see all the relevant information about their interactions and perform account-related activities online. Reduce customer support questions by providing anytime access to knowledge bases and document sharing.
Acumatica Customer Self-Service Portal Benefits
“Always On”
Customers can access account information 24 hours a day, 7 days a week, without picking up the phone or sending an email.
Document Sharing
Provide a secure location to share marketing material, educational material, company policies and FAQs with customers.
Customer Account Inquiry
Give customers the ability to see all historical documents, balances, due dates, payments received, and amounts due. Customers can also update address, contact, and user access details.
Online Ordering
Business partners and resellers can view inventory and place orders themselves—speeding up the ordering process and freeing your sales team to focus on other activities.
Key Features of the Acumatica Customer Self-Service Portal
By using the Acumatica Self-Service Portal, customers can access their account information, create and manage support cases, and create and track online orders—all without picking up the phone or sending an email.
All of these services are available 24 hours a day, 7 days a week.
Customers can view and promptly update their company address and contact information, to keep the data in the system up to date at all times.
Customers have the ability to see all historical documents, balances, due dates, payments received, and amount due.
- Submit new cases, which seamlessly flow into Acumatica ERP.
- The customers can view the cases they submitted, track the statuses of these cases, provide additional information when required, and reopen closed cases.
- With Acumatica Distribution Management, business partners can use the Self-Service Portal to browse inventory and place orders on-line 24 hours a day, 7 days a week.
- The customer tracks the status of the order, shipment, and view the invoice.
- With online ordering in the Acumatica Self-Service Portal, customers can access the products being sold with their descriptions and images.
- Control which products are visible to each user and which warehouses goods can be shipped from.
Inventory and pricing are always up-to-date because it is connected to the same database as other Acumatica applications.
- Self-Service Portal provides a secure location to share important content with customers, such as marketing and technical documents — all without the need to build a separate webpage.
- The Knowledge Base (KB) wiki is designed to host support references, such as information on specific solutions, frequently asked questions (FAQ), and common troubleshooting issues and their resolutions.
- The KB articles, created and published by a company’s support professionals, ensure that their customers can search the knowledge base to find answers to their questions as they want.
- Include user-defined fields to customize the portal interface and delight customers by keeping relevant information within easy reach.
