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Customer Self-Service That Actually Works

Give your customers 24/7 access to orders, invoices, and account info. They get answers instantly. You get fewer support calls.

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Key Benefits

Reduce Support Volume
Customers find answers themselves instead of calling or emailing your team.
Improve Customer Satisfaction
Instant access to information means happier customers who feel in control.
Available 24/7
Your portal never sleeps. Customers can access information any time, any device.
Real-Time Data
Information syncs from NetSuite so customers always see the latest status.

Key Features

1

Order History & Tracking

Customers view all orders, track shipments, and access order details.

2

Invoice & Payment History

View invoices, make payments, and download receipts.

3

Account Information

Update contact info, view credit limits, and manage preferences.

4

Document Access

Download BOLs, packing slips, certificates, and other documents.

Frequently Asked Questions

What can customers see in the portal?

You control what customers see. Typically this includes orders, invoices, shipments, and account information. You can show any data from NetSuite saved searches.

How do customers log in?

Customers can log in with email/password, Google, or SSO depending on your configuration. We support magic links for passwordless authentication.

Can different customers see different things?

Yes, access is controlled by customer role and can be customized at the field level. Each customer only sees their own data.

Related Use Cases

Vendor Portal

Share POs, payment status, and documents with vendors. Fewer emails, fewer calls, better relationships.

Learn more

Partner Portal

Give partners the tools, resources, and information they need to sell effectively. Track deals, share leads, and grow together.

Learn more

Your portal starts here.

Connect your NetSuite, invite your first customer, and go live — all in the same afternoon.

Get started todaySchedule a demo

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