Empower Your Customers with Self-Service
The Act! Online Portal gives your customers and contacts secure, real-time access to their account information and allowing them to update their record and upload documents, all from within Act!
Providing a better customer experience, reducing support overheads, and boosting engagement with an easy-to-use, customisable portal.
The Act! Customer Portal is only available to Act! Advantage Professional or Ultimate cloud users
Give your customers the ability to access, update, and manage their information anytime, anywhere.
Act! Online Customer Portal streamlines communication and enhances customer satisfaction.
- Allow customers to update their records securely
- Provide instant access to support tickets & documents
- Enable self-service options for faster resolution
- Customisable to include your branding
- You decide what fields are available on the portal
Seamlessly Manage Customer Access & Control Data
With Act! Online Customer Portal, you can give your customers 24/7 access to their data, while keeping everything secure and up to date inside Act!. Easily manage what they can see and update, without extra manual work.
- Customise what customers can view & edit
- Automatically sync updates to keep Act! accurate
- Give secure login access with self-service password resets
Online Customer Portal is available with an Act! Advantage Professional or Ultimate subscription.
