Customer portal
Stock, orders, shipments, invoices and documents; each customer sees only its own data.
Let your customers find the answers themselves.
Your customers see their own stock, orders, shipments and invoices in the portal. Your sales and support team follows the same customer in the CRM, together with the real data of the operation.
What gets easier
What gets easier for your customer-facing teams
Requests through the portal
Return requests, support cases and quote requests are opened in the portal; quotes are accepted there too.
Users and access
Invite customer users, give them roles and preview the portal through the customer's eyes; expired access closes by itself.
Leads, opportunities and follow-ups
Leads become opportunities and opportunities become quotes; follow-up tasks and campaigns sit on the same customer record.
Support cases and SLA
Customer requests are tracked against a service time; late cases become visible.
Data privacy requests
Data subject requests are recorded and their legal deadline is tracked; communication consents sit on the customer record.
With the rest of Zagru One
The same record moves on to the next step by itself.
This solution shares its data with the others on the same platform. No files passed between teams, nothing typed in twice.
3PL billing and finance
Every warehouse task charged by tariff, draft invoices, unbilled work tracking and profitability.
Quoting and pricing · CPQ
Quote requests, configuration, contract-based pricing, approval, versions, acceptance and conversion to orders.
Control tower and analytics
A prioritised work list, shipment and order journeys, SLA tracking, ready-made reports and dashboards.
Industries
Where is it used most?
At 3PL and logistics companies giving their customers stock and shipment visibility, and at e-commerce and retail businesses working with business customers.
FAQ
Questions you may have
Does the portal need a separate installation?
No. The portal is part of Zagru One; it is switched on per customer in the settings and users are added by invitation.
Can a customer see another customer's data?
No. Each customer's data is kept apart at database level; a portal user sees only their own company's records.
Let's look at it with your own operation.
Tell us which solution you want to start with; we'll run the demo around your own use case.
- 30-minute intro with the team that builds the product
- Demo on your own products and flows
- No commitment, no sales pressure
Get a demo with your own data
Leave your details and we'll get back to you shortly.