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Self-service for every customer, on your own records.
The CloudOffix customer portal gives customers a secure place to sign quotes, follow orders, pay invoices, manage subscriptions and open support tickets, all from the same records your team works on.
Everything customers ask you for, in one place
Sign and pay quotes
Customers open the online quote, add optional products, sign with their name and pay to confirm.
Orders and deliveries
Every order with its status, PDF and delivery slips.
Returns
Customers request a return directly from an order and follow it to the end.
Invoices and payments
Open and paid invoices, PDF download and online payment of open invoices.
Payment methods
Saved payment methods for faster checkout and recurring billing.
Subscriptions
Active subscriptions and contracts, with the payment method used to renew them.
Support tickets
Open tickets, add replies and follow every ticket to resolution.
Projects and tasks
Customers follow the projects and tasks you share with them.
Account and profile
Contact details, addresses and sign-up in a secure account.
Add the pages your customers need.
Any app you build with the CloudOffix App Builder can have its own list and detail pages in the portal, with comments on each record.
Warranty claims, service requests, documents or anything specific to your business appear next to orders and invoices.
Working with resellers and dealers?
The partner portal gives resellers, distributors and dealers their own workspace for leads, deals, orders and performance.
Customer portal questions
Can customers sign quotes online?
Yes. Customers accept a quote with their name and signature, and can pay at the same time to confirm the order.
Can customers pay invoices in the portal?
Yes. Open invoices can be paid online, and customers can save a payment method for later payments.
Can we add our own pages to the portal?
Yes. Apps built with the App Builder can be published as portal list and detail pages.
Explore Sales Cloud
Open your door to your customers.
Tell us what your customers ask your team for today, and we will show it in the portal.
Customer Portal - Personalized Customer Experience
Breaking the Barriers Between You and Your Customers
Customer Portal - Open the Door to Your Customers
Discover the power of customer portal, a dedicated section on your website designed exclusively for customer, with a personalized and seamless experience. With secure access, you can effortlessly manage and view all aspects of your shopping journey.
Experience the convenience of everything you need in one place - the CloudOffix Portal. Elevate your customer experience today.
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Profile Information
Enable customers to effortlessly personalize their profile, ensuring a personalized customer experience.
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Payment Details
Easily view and manage your purchase transactions with CloudOffix.
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Invoices
Seamlessly access and download your invoices with CloudOffix's online CRM.
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Delivery Details
The delivery details for each order are easily accessible and clearly displayed for customers to view on the portal.
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Order Management
Empower your customers with seamless control over their purchases and transactions.
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Support Tickets
Effortlessly connect with your customers through the customer portal for prompt assistance and support.
What is a Customer Portal?
Experience the ultimate personalized customer experience with our Customer Portal - your company's digital front door. It's a secure application gateway that enables customers, vendors, and partners to access your products and services with ease.
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Profile Information
Enhance the personalized customer experience by allowing them to conveniently review and modify their profile details, including addresses, shipment preferences, and invoice destinations.
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Payment Details
With our online CRM, customers can effortlessly view comprehensive payment information, including transaction history, payment methods used, and timestamps.
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Invoices
Experience the convenience of our customer portal integrated with the online CRM, where customers can effortlessly access and manage their invoices. With just a few clicks, they can log in to the personalized customer portal and securely download their invoices, ensuring a seamless and personalized customer experience.
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Delivery Details
With our online CRM, customers enjoy a personalized and streamlined experience, gaining full visibility into the delivery details of their items. Stay informed and track the progress and real-time location of your shipments, enhancing your personalized customer experience like never before.
Order Management
Simplify your customers' experience with a unified platform for purchasing, payments, and inquiries.
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Support Tickets
Simplify customer support with our centralized platform. View, submit, and track tickets effortlessly, all in one place. CloudOffix Portal ensures a seamless and personalized customer experience.
Dealer Management System
Empower your organization's dealer network and drive growth with the CloudOffix customer portal. Transform it into a dynamic Dealer Management System powered by CloudOffix's online CRM. Streamline operations, enhance collaboration, and provide a personalized customer experience.
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CloudOffix E-Commerce Cloud
Open Your Door to Your Customers!