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Customer Portal

Self-service portals for your customers to manage their accounts

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Overview

What is the Customer Portal Solution?

R-Core Customer Portal Solution gives your clients a branded, secure self-service experience reducing your support load while improving customer satisfaction. From account management and document access to ticket raising and order tracking, your customers get what they need without calling your team.

Professional ServicesReal EstateERP & Software ClientsLogisticsFinanceRetail

Key Features

Everything you need, nothing you don't

Branded Self-Service Portal

A fully white-labelled portal with your logo, colours, and domain your clients interact with your brand, not a generic platform.

Account & Contract Management

Clients view and manage their account details, contracts, payment history, and outstanding balances at any time.

Document Centre

Share invoices, statements, reports, and contracts securely clients download what they need on demand.

Support Ticket Management

Clients raise and track support requests directly in the portal with status updates and communication logged throughout.

Order & Project Tracking

Give clients real-time visibility into their orders, project milestones, and delivery progress.

Role-Based Access Control

Control exactly what each client user can see and do by company, department, or individual user level.

How It Works

Up and running in 3 simple steps

01

Brand & Configure

We set up your branded portal with your logo, colour scheme, and custom domain ready in days.

02

Connect to Your ERP

The portal pulls live data from your ERP accounts, invoices, orders, and tickets are all real-time.

03

Invite Your Clients

Clients receive secure invitations, create their accounts, and start managing their relationship with your business self-service.

Industries

Built for your sector

This product is trusted across a range of industries each with unique requirements that our platform is designed to meet.

Professional ServicesReal EstateERP & Software ClientsLogisticsFinanceRetail

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