Customer Portal Software

The many benefits of using Customer Portal Software

For many businesses, the interaction between business and the customer is at the core of what makes the business successful. A well-implemented customer portal software can dramatically improve the efficiency and effectiveness of communication, data transfer and messaging between a business and the customer.

What makes a good Customer Portal Software?

Implementing a customer portal only makes sense when the use of the portal has benefits that make it clearly better than previous ways of doing things. SuiteDash has been designed from the ground up to address the common pain points of businesses who need to communicate and interact with customers in a secure, efficient and private way.

• Provide your customers access to data and content that is designated specifically for them.
• A secure document portal that you can use to post files, PDFs, etc… for customers to download. Each customer will only see the documents that have been designated specifically for them. You can also create shared folders that will make documents available for groups of customers, or all customers if that’s what is needed.
• Secure encrypted messaging takes the place of email in a way that promotes secure communication, accountability and keeps a record of the communications so that it’s clear what has been said, and what has not been said.
• Online invoicing and recurring billing give you the power to get paid directly in the portal, which directly contributes to the bottom line as it makes collecting payment much easier for you, and more convenient for your customers.

Give your Customers a secure, yet easy way to access their data, documents & reports.

SuiteDash offers an optimal balance between convenience and security as a relates to how customers interact with the customer portal. Each customer will have their own unique login credentials, which is best practice when it comes to security. However, customers are often a bit clumsy around technology, so we do everything possible to make accessing the customer portal is straightforward as security can possibly allow. When your customers receive an invitation to the portal, they will be able to set their own password, which means they can use whatever method is familiar to them for setting the password. But, if you feel that even that is not enough, you can enable “Magic Link” login for your customers, in which case they only have to enter their email address at your custom login page. After they enter their email address, they are sent an email with a link that when clicked, will instantly log them into the portal thus bypassing the need for them to know or remember a password.

100% White Label lets you promote YOUR brand!

When you ask your customers to create an account and login to a software platform that is obviously not YOU, you then introduce an element of mistrust and apprehension. SuiteDash give you the ability to completely “White Label” brand the environment (from the login page, to the email notifications, to the logged-in environment) in a way that the customer will never know or even think about the source of the software. All they will know when they are using your White Label Branded Customer Portal is how impressed they are with how professional you look, and how secure they feel when they login to your portal.

Your customers will feel right at home in your professional & secure Branded Customer Portal

Create your White Label Branded Customer Portal, and give your customers a seamless experience that compliments your branding.  Using our intuitive logo, color & custom menu options to design a layout that matches your organization’s professional identity.

Capability to create a custom URL

We even provide an automated tool that will allow you to map your own domain name to your Portal so that even the SuiteDash URL will be replaced with yours. Notice in this example that even the Title tag and the Favicon have been customized, and this is easily done using the SuiteDash interface. See an EXAMPLE HERE. This level of White Label Customization is unparalleled in the software world, and gives your Customer’s a truly authentic and secure experience as they interact with your brand.

Fully Customizable Email Notifications

Creating branded emails has never been easier. Quickly add your company’s logo, change the layout to your colors and even add your social media profiles. You can continue the branding throughout the layout and design of the email notifications with the subject line, body text, and footer along with being able to change your ‘From’ name and ‘From’ email to better fit your company.