With the customer portal, which is based on JustRelate Web Builder, JustRelate offers its CRM customers a self-service solution that both increases customer satisfaction and significantly improves the efficiency of customer communication.

It is extremely practical and convenient for customers to keep an eye on everything relevant, for example to be able to place orders around the clock and track their processing progress, submit inquiries or complaints via the support page, and much more.

Companies can also only benefit from digital support with every customer contact, primarily due to the significantly increased efficiency, lower error rate and lower costs associated with such aspects. The 24/7 availability of the services offered in the portal of course also strengthens customer loyalty.

The customer portal allows its visitors to work intuitively with their data from the JustRelate CRM. For this purpose, is has a universally usable REST interface that also makes it possible to integrate it with other systems.

The JustRelate Web Builder and also the CRM itself can be extended with new fuctionality for exchanging further data and using it interactively, in case additional self-service options are to be made available to the portal users.

With the help of the user-friendly interface, editors can easily adapt and expand the individual data and other content directly on the portal web pages. This means that no programming is required, for example to offer portal visitors additional content or to make information more easily accessible.

In addition to a clearly laid out dashboard that makes all important content available at a glance, the customer portal comes with the following standard functions:

• Tickets
  Here, the portal user has a helpdesk available with direct communication options (e.g. for inquiries, error reports, complaints), including the option to upload documents, make further inquiries, etc.
• Events
  Events (e.g. training courses, congresses) to which the portal user has been invited, including the option of accepting or canceling.
• Quotes, orders and contracts
  The quotes, orders and contracts the portal user has access to, including details such as a description, binding period, status, delivery conditions, etc.
• Equipment
  Devices or machines, device and accessory parts, etc., the portal user has access to, including details.
• Documents
  The documents relevant to the portal user, which can be filtered by type, such as invoices for orders, accompanying information on events, etc.
• Subscriptions
  The newsletters and other mailings the portal user can subscribe to, provided that Neoletter is integrated.
• My profile
  Personal data such as name, email address, salutation, consent under GDPR to store data and communication, etc.

Not only customers, but also partners, retailers and other groups of people greatly appreciate having all their activities in one place and always having an overview of them, as well as being able to benefit from personalized offers and self-service options. JustRelate also develops portals for these target groups for you, using the same technology. Don't hesitate to contact us for details!