Sales & customers
Customer portal
Give your customers an online space to find their documents, pay, sign and message you.
Who it’s forCustomer-facing teams, and your customers themselves.
What you do with Customer portal
- Invite customers to a portal in your colours, at your company’s address on octyo.com
- Show them quotes, orders, invoices, appointments, subscriptions, projects and documents to sign
- Let them act: accept a quote, pay, sign, upload a file or open a request
- Exchange messages with them: your team is notified, and replies are also sent by email
- View the portal as the customer sees it, follow their activity log and close their sessions
- Let customers update their contact details and email consent
With the other apps
What Customer portal shares with its neighbors, with nothing typed twice.
Not to be confused with
CRM, Customer portal or Customer service?
The CRM tracks your sales until the deal is signed, Customer service answers customer requests, and the Customer portal gives customers one place to find everything.
In the same area
Which plans include it
- Discovery: your free app of choice
- À la carte: added to your other apps
- Essential: as an add-on
- Complete: included, with every other app
Try Customer portal for free.
With the Discovery plan, Customer portal can be your free app, for up to 3 users. The other apps stay one click away.
