Customer Portals for Applications, Documents and Updates
A secure place for customers to see applications, upload documents and follow updates.
Track your progress
- Application sent
- Documents in review
- Next update
Upload a file or send a message.
The Business Problem
Customers keep asking for status updates and send documents by whatever channel is closest, so staff spend time answering the same questions and collecting files.
The Solution
A secure customer area connected to your internal records, showing each customer their own status, outstanding items and messages.
How It Works
Customers sign in to a secure area.
They see their status and what is outstanding.
They upload documents against requests.
Staff updates in the CRM appear for the customer.
Capabilities
- Secure customer sign-in
- Application and case status
- Document upload
- Messages and notifications
- Connection to the internal CRM
- Access control by customer
Related Services and Examples
Is This Right for You?
This solution is a good fit if:
- Clients keep emailing to ask for status or documents
- You collect the same information repeatedly by message
- Clients need a secure place to upload and review files
Common Questions
What can clients do in a portal?
Typical features include secure login, document upload, status visibility and messages. Exact features are agreed during scoping.
How is client data protected?
Access control and secure handling are designed in from the start. Details depend on the requirements of your business.
Discuss Customer Portals
Tell us how this works today and where it breaks down. We will respond to the requirement.