Engage professionally through a private Customer Portal

A place for your customers to see and update tickets, view past quotes and invoices, and share files.

vtiger customer portal

What is a Customer portal?

The customer portal is a self-service portal where customers can get their business-related questions answered.

auto sync portal changes

Automatic syncing of changes in the portal profile

Changes your customers make in the portal profile are automatically replicated in the CRM records.

report issues from portal

Report issues and track their progress

Customers can report their issues directly from the portal by creating cases. They can even check out open cases and export them if needed.

FAQs easy check

Check out commonly asked questions with ease

CRM admins can enable the display of FAQ on the portal homepage, helping customers instantly find answers to common questions.

work on records from portal

Work on records from the customer portal itself

View personal and company records selectively by switching between Mine and All toggle. Display different records by using filters. You can also download documents from the Inventory modules.

exchange files via portal

Exchange documents and files

Allow customers to share documents directly through the customer portal; eliminate the need for email threads and manual attachments to contact records.

Case studies

Why our customers love us

propel

Take flight

PropelCare relies on Vtiger Help Desk to ensure light enthusiasts are not left in mid air.

xseed

Automate

XSEED automates its entire sales process with Vtiger CRM.

hackerearth

Hack growth

Hacker Earth accelerated growth by switching from Salesforce to Vtiger.

Ready to dive in?

Start your free trial today.

No Credit card required. Cancel anytime.