Customer portal module
In short
Customer portal is a HelloTeam CRM module: a link for the customer: their own quotes, invoices and tickets, no account. Part of the free core CRM. It comes with no time limit and no card, together with contacts, companies and the timeline.
Updated:
- Part of the free core CRM
- No time limit, no card
- Together with contacts and companies
- In Hungarian and English
What does the Customer portal module do?
- Send a customer a link from their contact or company page: they see and download their own quotes and invoices, with no account.
- The customer opens a ticket and replies to it from the portal, when the helpdesk is on.
- Choose how long the link lives, and close it with one press when it is no longer needed.
What does it cost, and can I try it?
Details
Customer portal: free, part of the core CRM.
Free, with no time limit and no card, together with contacts, companies and the timeline.
What changed recently?
Details
- A module of its own since 15 October: free, and switched on for everyone.
Questions
How much does the Customer portal module cost?
Free, part of the core CRM.