Customer portal
LeanSwift Customer Self-Service Portal
Creating an Extraordinary Customer Experience
with a Customer Self-Service Portal
Customer Portal offers a single point of access to structured information about customer transactions and self-service functionality such as pay invoices, user management and much more.
Customer Portal offers a single point of access to structured information about customer transactions and self-service functionality such as pay invoices, user management and much more.
Real-time synchronization between portal and your Infor M3 CloudSuite.
Save time, money and effort by empowering your customers to get timely access to information they need at any time and from anywhere.
Share the right information with your costumes in a user-friendly and secure manner.
Highlights
Easy Customer Onboarding
Easy, quick registration for external customers. No registration for internal customers with single sign-on access provided by your M3 ERP users on CloudSuite. Provide the user with the right online experience, level of access, customer service and convenience for a great user experience.
Intuitive Interface
An uncluttered and simplified visual interface for quick and easy management. Enable customer access to proprietary company information such as ordering history, customer account information, shipping addresses, past invoices, credit memos, payments and many more.
Customizable Options
Many portal-level customizations are available. Customer’s user privileges to the portal can be configured and controlled in tandem with customer roles and permissions in M3.
Manage User Accounts
Customers provided the ability to create sub accounts for users in the customer’s organization and manage their access to the portal.
Invoices
Provide customers the ability to review their invoices, search, filter, sort and download open invoice statements in real-time.
Orders
Provide customers the ability to review their orders, search, filter, sort and download order information in real-time.
Invoices
Provide customers the ability to review their invoices, search, filter, sort and download open invoice statements in real-time.
Orders
Provide customers the ability to review their orders, search, filter, sort and download order information in real-time.
Payments
A seamless payment experience with real time integration with M3. Make payments using credit cards via CyberSource payment gateway or just use credit invoices to make payments. Customers can also pay on their account directly against open orders.
Easy Customer Onboarding
Easy, quick registration for external customers. No registration for internal customers with single sign-on access provided by your M3 ERP users on CloudSuite. Provide the user with the right online experience, level of access, customer service and convenience for a great user experience.
Intuitive Interface
An uncluttered and simplified visual interface for quick and easy management. Enable customer access to proprietary company information such as ordering history, customer account information, shipping addresses, past invoices, credit memos, payments and many more.
Payments
A seamless payment experience with real time integration with M3. Make payments using credit cards via CyberSource payment gateway or just use credit invoices to make payments. Customers can also pay on their account directly against open orders.
Orders
Provide customers the ability to review their orders, search, filter, sort and download order information in real-time.
Invoices
Provide customers the ability to review their invoices, search, filter, sort and download open invoice statements in real-time.
Manage User Accounts
Customers provided the ability to create sub accounts for users in the customer’s organization and manage their access to the portal.
Customizable Options
Many portal-level customizations are available. Customer’s user privileges to the portal can be configured and controlled in tandem with customer roles and permissions in M3.
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