Invoices & quotes
PDF, e-invoice and payment status live in the portal. A customer can open a quote without chasing an email.
Module · Customer center
Your portal. Your brand. Fewer follow-ups.
Customers see invoices, quotes, contracts, subscriptions and tickets themselves. Customer news, FAQ, guides and status updates sit there too – optionally on your domain.
Functions
What your customers handle themselves
Contracts & subscriptions
Running contracts and subscriptions, including how to cancel. The customer sees what is active.
Tickets
Requests start in the portal and land in support with the full customer history. Replies stay on the case.
Customer news
Messages to your customers, per brand. Maintenance, news and notices appear where they already log in.
FAQ
Common questions with categories and search. You write an answer once, the portal serves it before a ticket is opened.
Guides
Step-by-step guides, for example for setup. A topic opens the matching guide inside the center.
Status updates
Live status for services and incidents. Customers see what is happening before they call.
Your brand, your domain
Logo, colours and optionally your own domain. For the customer it feels like your system – because it is.
Other modules
Customers & CRM
Master data, contacts and the full history – encrypted in one place.
Customer center
A portal in your brand: invoices, news, FAQ, guides and status.
Accounting
Quotes, invoices, contracts, reminders and the handover to your tax advisor.
Subscriptions
Terms, renewal, cancellation and recurring invoices – separate from contracts.
Tickets & support
Requests with ownership, SLA and the full customer history.
Leads & new customers
Find matching companies, check their websites, take them on as customers.
Website monitoring
See outages and changes before the customer calls.
Email & newsletter
Newsletters and trigger-based email. No further marketing module.
Licenses & access
Licenses, credentials and expiry dates in one place.
Knowledge base
Wiki and process knowledge for the team – and articles for support.
Online shop
Sell, take payment, write the invoice – and see the customer journey.