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).

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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  • Financial Overview: Give customers the ability to see all historical documents, balances, due dates, payments received and amount due within the Customer Portal.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.
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I should mention that Advanced Business Software Corporation’s support team has been the best consulting group I have ever worked with. As I have done this before, I went into it with a very real knowledge of what we were up against, and the problems that we would face. Your group was there at every turn. This experience has far exceeded my expectations in every way. Our last system and software conversion took a year and a half to complete, with three times the employees working on it. Our project with you was done in seven months, from planning to final execution. Thank you to all of you.

Lynda Reynolds Comptroller, New Kingdoms