Key Features & Functionality
01. Secure Customer Access
Each customer has a unique login that allows them to securely access only their customer account data, such as service requests, past services, and invoices, ensuring data privacy.
02. Customizable Data Management
The template is flexible, allowing businesses to adapt it to their specific needs by managing real-time custom data.
03. Workflow Automation & Integration
Businesses can integrate approvals, notifications, and permissions into the portal, enabling customers to participate directly in business processes and workflows.
04. Automated Communications
The template supports automated messaging and notifications, which can be set up to notify internal team members of new service requests or remind customers of upcoming invoice due dates.
05. Website Embedding
The customer portal can be embedded directly into a business’s website, providing a seamless experience where customers do not need to leave the site to access their portal.
06. E-commerce Capabilities
Optionally, the template can be expanded to include payment acceptance, allowing customers to pay invoices directly through the portal.




