Customer Portal

Customer Portal (New in 4.1)

The Customer Management Suite provides a solution to efficiently work and communicate with customers with the introduction of the Acumatica Customer Portal (New! in 4.1).

View Datasheet

Highlighted Features

  • Help Customers Help Themselves: 24 hours a day, 7 days a week, your customers can access account information, create new support cases, and retrieve the latest case updates-all without picking up the phone or sending an email.
  • Financial Overview: Give customers the ability to see all historical documents, balances, due dates, payments received and amount due within the Customer Portal. Customers can also update address, contact and user access details.
  • Knowledge Base: Allow customers to search for answers to their questions 24/7. This also helps knowledge transfer, allowing more customer self-service and generating fewer support calls.
  • Document Sharing: Provides a secure location to share documents with customers, such as marketing material, educational material, company policies and FAQs, without needing to build a separate web page.
Complimentary software audit. Schedule now
Is your system healthy?

For several years, our company tried to cost justify a barcoding and scanning solution to replace the labor-intensive efforts we were experiencing taking quarterly physical inventories at all of our distribution centers. After searching and analyzing many available solutions, we were pleasantly surprised when Advanced Business Software Corporation approached us with a custom solution utilizing their position as resellers of Psion Teklogix, a provider of rugged handheld scanners combined with the expertise of the programming group from Advanced Business Software that would allow us to achieve this goal and do it cost effectively. I can state with confidence that our partnership with Advanced Business Software and Psion Teklogix has met our expectations and provided a substantial return on investment to the Dixie Plywood Companies.

IT Director, Dixie Plywood Companies

Software We Work With