Customers expect fast answers. They want to check an order, find an invoice or review account information without waiting for a response. When that information is locked inside your ERP system, even a simple request can create extra work for customer service, accounting and sales teams.
The Acumatica Customer Portal gives customers self-service access to information. Connected directly to Acumatica Cloud ERP, the portal helps businesses improve service while reducing routine requests.
Watch the video to see how the Acumatica Customer Portal works and how it can create a smoother experience for customers and teams.
Give Customers Access Around the Clock
The portal allows customers to access account information on demand. Depending on how it is configured, customers may be able to:
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Review current and historical invoices
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Check balances and payment activity
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View sales orders and shipment details
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Place orders through an online catalog
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Submit and track support cases
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Access shared documents and resources
Because the portal is connected to Acumatica, customers can work with current information from the same system employees use. There is no need to maintain a separate database or manually update a disconnected customer site.
Reduce Routine Work for Your Team
Customer self-service does not replace personal service. It removes repetitive tasks so employees can focus on conversations that require judgment, problem-solving and relationship building.
When customers can retrieve invoices or monitor order status on their own, accounting teams spend less time resending documents. Customer service representatives can focus on more complex issues. Sales teams gain more time to support customers and pursue opportunities.
Create a More Connected Experience
Orders, support cases and customer activity can flow directly into Acumatica, reducing duplicate entry and the risk of errors. Customers gain greater visibility while your team maintains control over the information and functions available to each user.
The Acumatica Customer Portal extends the value of your ERP system beyond your organization. Watch the video above to see it in action, then talk with 3Value about how customer self-service could fit your business and strengthen the experience you provide.