Go Even Further with QuotePLANR
Discover the QuotePLANR difference with our Customer Portal module. Our platform stands out for its:
Secure File Exchange
QuotePLANR ensures a sophisticated, secure platform for seamless file exchange in the Customer Portal module.
Centralized File Access
Offers centralized access to organise essential documents efficiently within the Customer Portal.
Empower Clients
Provide easy access to information and reduce support inquiries with QuotePLANR’s robust Knowledge Base in the portal.
Third-Party Integrations
Streamline processes, enhance customer experience, and integrate with top accounting packages such as QuickBooks, Xero, Sage, Zoho Books, and more.
A Modern Service Business with Feature- Rich Customer Portal
We believe in setting industry standards by providing innovative features.
Collaboration Tools:
Enhance teamwork and communication within the Customer Portal module.
Customization:
Tailor the portal to your brand and needs for a personalized user experience.
Community Forum:
Foster discussions, knowledge-sharing, and feedback within the quotation portal.
Chatbot Integration:
Seamlessly integrate chatbots for instant assistance and information retrieval.
Self-Service Portal:
Empower customers with self-help resources for a smoother experience.
User Authentication and Security:
Ensure a secure environment with robust authentication measures.
Account Management:
Effortlessly manage user accounts and permissions within the CRM with the customer portal.
Integrations:
Integrating CRM, ERP, and marketing automation systems streamlines processes and ensures a cohesive customer experience.
Invoice & Document Management:
Streamline the handling of invoices and important documents.
Dashboard:
Gain insights at a glance with a comprehensive and intuitive dashboard.
Support and FAQs:
Provide quick solutions and guidance through dedicated support features and FAQs.
Reporting and Analytics:
Harness data with robust reporting and analytics to make informed decisions.We Go Beyond Customer Satisfaction!
Quick Time:
Accelerate quotes via QuotePLANR’s swift Customer Portal.
Fast Turnaround:
Rapid responses and quick quotes with our Agile Portal
Easy to Use:
Effortless workflow through user-friendly Portal.
Ready in a Snap:
Streamline tasks for swift, precise results.
Scalable:
Perfect for small businesses, grows seamlessly.
Customer-Centric:
Prioritize satisfaction with seamless quote access.
Detailed Reports:
Enhance decisions and gain insights from interactive reports.
Real-Time Collaboration:
Foster teamwork with real-time communication.
Cost Tracking:
Manage quote costs with integrated tools.
Cloud Accessibility:
Access your portal anywhere, anytime.
Free Trial:
Test QuotePLANR risk-free and experience CRM benefits.
Reasonably Priced:
Affordable plans align with your business needs.
Ready to Maximize your ROI with a Perfect Customer Experience?
Get a Streamlined quotation portal and CRM with a customer portal now with QuotePLANR!
Get Started with QuotePLANR’s Customer Portal
Share your Requirements
A free Demo from our experts
Unlock Your Free Trial
Organize your records with the Customer Portal
*We prioritize GDPR compliance and hold ISO 9001:2015 & ISO 27001 certifications for your data and IP safety.