Supercharge your customer onboarding and service delivery
Powerful and flexible collaborative workspace for onboarding and professional services teams, focusing on customer engagement and accelerating project delivery time.
Centralize everything, gain visibility, increase efficiency
Eliminate complexity and confusion, thereby reducing time-consuming and costly procedures. Take advantage of the shared workspace, enabling effortless collaboration, communication, and the seamless sharing of crucial data between you and your customers.
Single space for everything
Utilize the workspace to centralize documents, chats, and tasks
Create branded customers login on separate or your own web domain
Efficiency
Create discussion forums or channels for different project aspects, allowing team members to communicate, ask questions, and share insights in a focused environment
Visibility
Gain insight and leverage data to make informed decisions
See which tasks are on track and which tasks are at risk
Create customer-specific onboarding projects with tracking
Scope will align and optimize the onboarding process, making it faster, more efficient, and equipping you with essential information for enhancements.
Create and
set up views
Customize
tasks appearance
Add widgets, documents
and attachments
Publish for selected users
or entire company
Manage share
permissions
Allow customers to set-up their teams
Add participants without cumbersome sign-up
Create and
set up views
Customize
tasks appearance
Add widgets, documents
and attachments
Assign and tasks to
teams or members
Dedicated communication for
separate topics
Monitor and
track changes
Leverage customizable fields to organize specific customer information and meet users unique needs
Share your knowledge base with multiple customers
Use templates
for projects
Assign and tasks to
teams or members
Dedicated communication for
separate topics
Monitor and
track changes
Create and
set up views
Customize
tasks appearance
Add widgets, documents
and attachments
The only tool you'll need
The incorporation of project management tools, contextual chats, and robust document management turns your Customer Facing Portal into a genuinely collaborative tool
Projects customization
Individual B2B customers often come with distinct requirements and workflows. Customizable views and tailored fields enable the organization of specific customer information and workflow to meet these unique needs.
Real-time communication
Use task-specific channels, along with direct and group chats to enhance clarity and speed in communication between your team and customers. Minimize email overload and eliminate the necessity for separate communication platforms.
Centralized Knowledge Base
Enhance collaboration and facilitate knowledge sharing. Effectively manage, organize, share, and store diverse knowledge types, including articles, FAQs, documents, and more. Designed for easy referencing in future projects and applications.
Try Customer Facing Portal for free
Take advantage of the shared workspace, enable effortless collaboration, communication and the seamless sharing of crucial data between you and your customers.