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Share the right updates
Make useful order information accessible without exposing internal-only notes.
promoxcrm feature
Give Customers Their Own View
Share selected project information, files, approvals and updates in one customer-facing workspace.
Clearer everyday workflows
Give customers one place to stay informed.
Share relevant order information, approvals and updates without adding more back-and-forth email to your team’s day.
- Give customers a dedicated place for relevant updates
- Keep shared files and order information easier to find
- Reduce repeated status questions with clearer visibility
- Keep portal access focused on the right customer context
Built around your workflow
A customer experience with fewer loose ends.
A portal works best when the information customers need is current and the internal team knows how to respond. Decide what customers can see, then connect that experience to a clear service workflow.
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Keep requests actionable
Define who follows up when a customer asks a question or submits information.
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Make access intentional
Confirm which contacts can view which records before inviting customers to the portal.