ERP Module
Customers & Customer Portal
One profile for the office — a self-serve portal for them.
Full customer profiles in the office, plus a passwordless portal where your customers track orders and approve quotes themselves.
Open a customer and click every tab — quotes, orders, equipment, tickets, activity
Open a customer and see everything: contacts, every quote you've sent, every order you've run, and the revenue history behind the relationship — the context you want before a pricing call, without digging through email.
Then give the customer their own view. A passwordless portal lets them track order progress in real time, approve quotes with one click, and see shipment status — with part thumbnails you can turn off per customer for sensitive work. It keeps customers informed and keeps your phone from ringing.
What you can do
- Complete profiles: contacts, quotes, orders, and revenue in one view
- Passwordless (magic-link) customer portal — nothing to remember
- Real-time order tracking and completion progress for customers
- One-click quote approval from the portal
- Shipment tracking and per-customer control over part image visibility
What's on the screen
The fields that matter in Customers & Customer Portal, and what each one does.
Contacts
People, roles, and how to reach them for each account.
Quote & order history
Everything sent and run for the account, in one timeline.
Revenue
What the relationship is actually worth, rolled up.
Portal access
Passwordless magic-link login to a self-service dashboard.
Part image visibility
Show or hide part thumbnails per customer for sensitive work.
See Customers & Customer Portal in your shop
We'll walk you through the whole platform on a live demo — no pressure, no slideshow.