Customer Self-Service Portal

Leverage the Acumatica solution to deliver even greater value to those you serve by offering new ways for them to access information and perform key activities anytime.

How Customer Portals can work for you

Acumatica Portals enable you to create a customer portal experience where customers can access their information including contracts, financial statements, support cases, and more. The Acumatica Customer Portal helps you communicate with customers and work more efficiently. The portals work with your Acumatica applications, such as CRM and Sales Order Management, to provide helpful tools to allow your customers to see all the relevant information about their interaction and perform account-related activities online. You can also reduce customer support questions by providing anytime access to your knowledge base and document sharing.

Key Benefits of a Customer Portal for Your Company

  • “Always On”

    Customers can access account information 24 hours a day, 7 days a week, without picking up the phone or sending an email.

  • Document Sharing

    Provide a secure location to share marketing material, educational material, company policies and FAQs with customers.

  • Customer Account Inquiry

    Give customers the ability to see all historical documents, balances, due dates, payments received, and amounts due. Customers can also update address, contact, and user access details.

  • Online Ordering

    Business partners and resellers can view inventory and place orders themselves—speeding up the ordering process and freeing your sales team to focus on other activities.

Important Features of Customer Portal

Customer Self-Service Capability

By using Self-Service Portal, your customers can access their account information, create and manage support cases, and create and track online orders—all without picking up the phone or sending an email. All of these services are available 24 hours a day, 7 days a week.

Self-Update of Customer Information

Customers can view and promptly update their company address and contact information, to keep the data in the system up to date at all times.

Financial Overview

Customers have the ability to see all historical documents, balances, due dates, payments received, and amount due.

Case Management

Submit new cases, which seamlessly flow into Acumatica ERP. The customers can view the cases they submitted, track the statuses of these cases, provide additional information when required, and reopen closed cases.

Online Ordering

With Acumatica Distribution Management applications, your business partners can use the Self-Service Portal to browse inventory and place orders on-line 24 hours a day, 7 days a week. The customer tracks the status of the order, shipment, and view the invoice.

Online Catalogue

With online ordering in Acumatica Self-Service Portal, you give your customers access to the products you sell with their descriptions and images. You control which products are visible to each user and which warehouses goods can be shipped from.

Up-To-Date Pricing and Inventory Details

Inventory and pricing are always up-to-date because it is connected to the same database as your other Acumatica applications.

Document Sharing

Self-Service Portal provides a secure location to share important content with customers, such as marketing and technical documents — all without the need to build a separate webpage.

Knowledge Base

The Knowledge Base (KB) wiki is designed to host support references, such as information on specific solutions, frequently asked questions (FAQ), and common troubleshooting issues and their resolutions. The KB articles, created and published by your company’s support professionals, ensure that your customers can search the knowledge base to find answers to their questions as they want.

Personalize the Portal

Include user-defined fields to customize the portal interface and delight customers by keeping relevant information within easy reach.

See what Acumatica customers are saying

"Once we launched, it was amazing. During the first month we billed $1.7 million straight out of Acumatica and closed the month in 45 days. In January, it only took 30 days to close, February 15 days, and March was 5 days."
Derrick Elledge, VP of Operations
Power Storage Solutions
"It’s all about how Acumatica listens to you and how quickly they respond. They really do want to hear from users to understand our business processes so they can incorporate new features and enhancements to make things even easier. It’s just amazing!"
Kelly Burns, ERP Developer & former Chief Operating Officer
M3 Technology Group

Ready to put Acumatica to work for you?