Customer portal for quotes, orders and service requests

Enable new sales and customer service channels through a branded customer portal with quotation, ordering and servicing capabilities

With our Customer Portal module your organization becomes fully digital. Customers will now easily submit their sales order requests and raise service questions through a modern web-portal branded with your organization's colors and logo

Portal for Sales

Enable new sales channel through a branded customer portal. Configure products and order forms in a few minutes and you are ready to sell more.

Portal for Servicing

Let your customers raise service tickets and view the status of ongoing tickets.

Communicate to customer

Raise queries to your customers when additional information is required. They will receive notifications and will be able to follow up on your requests.

Customer portal - mobile view screenshot

Automated notifications for customers and your staff

Let your customers and your staff be informed of any step of the process: from submitting order requests to each step through to the end.

Automatically trigger internal processes

Once customer places a request ProcessMate may initiate a workflow by back-office with all information provided by the customer.

Status of order at any time

Let customers follow up on their orders and view their statuses.

Sales & quotation portal for your clients

Ability to sell digitally is important for both your B2B and Consumer clients. ProcessMate is equipped with a fully featured sales portal, which can be configured to accept orders directly or via a quotation request process, depending on the needs of your business. Your clients would conveniently pick products from your catalog into a basket, specify necessary information, uploaded requested document. The quotation process (if needed) follows a typical internal approval and client’s acceptance procedures, with the extra advantage of introducing a flow of tasks that your users and customers are advised to follow. This adds control and visibility for each task of every order or quote.

Sales portal for telecom services with basket-enabled quotation and/or ordering process

Quotation & orders

In many B2B and some B2C businesses, quotation process is a prerequisite of a successful sale. Running a quotation processes fast, making least mistakes, being responsive to clients and ensuring a quick turn-around time will boost revenue of any organization.

ProcessMate will establish your presence online, will allow your potential clients submit quote requests, based on your specific catalog of products and services.
On top of that, ProcessMate will turn every quote request and order into a process flow for your sales & delivery team. In the back office, everybody will know what to do next for each order, while clients will get timely notifications and increased visibility.

Quote with products or services, quantities: screenshot

Customers manages orders and requests

The portal is focused on allowing end-customers submitting requests for products or services. Users may be suggested to fill in particular information specific to a request type. For example, for requesting a quotation for construction work, an end-customer may have to specify data specific to construction, as well as to upload a floor plan as a file.

Screenshot: customer self-care portal with existing services, new requests and incidents

Viewing all current requests and their progress

All requests will be tracked in the platform and end-customers may login later and see the progress of such requests, as well as the details provided earlier. They might also request cancellation of a previously posted request.
End customers may also choose to be notified of the progress or status change of their ongoing requests.

Screenshot: individual customer requests and their progress

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FAQ

Can you configure a portal for my company?: Yes, we do provide such a service. Our engineers can provide you with a complete, turn-key Customer Portal solution fully configured to your needs and specifics.
Is there a backend capability for my staff?: Yes, our product has a fully-featured backoffice capability for your staff to manage quotes, orders, documents and invoices for the customers. It also includes Customer Relationship Management (CRM) module to manage customer records, as well as the configuration capabilities for products, customer portals and service requests.
What are features and modules of the Customer Portal?: Customer Portal may cover many features. In ProcessMate these are modules that can be switched on or off, based on your needs. These include: Ecommerce module for quoting and ordering, Customer Service module for processing customers requests, Document module for exchanging documents and facilitating document sign-off process, Invoicing for issuing invoices to customers and letting them pay them.
How easy is it to configure a customer portal for my company?: It’s relatively easy: to configure a portal you configure products for the Ecommerce (quotation/ordering) section, define types of customer’s service requests and customer tickets (problems). Additionally, the styling can be configured too – a logo, colors and fonts used, however ProcessMate can automatically scan it and apply it from your website.