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Portalsys
100% Customizable Solution | Own Hosting or Azure | Total Access Control
The web platform for sharing and managing information with your customers and employees
What Portalsys solves
Safety, organization and efficiency.
- Information dispersion between emails, Excel and local folders
- Delays in delivery and access to important documents
- Lack of customer visibility into their status and orders
- Waste of time on repetitive manual tasks
- Lack of control over who accesses what
Organize documents, track orders, and centralize communications in a single online application.
Features by Module
Login and Permissions
→ Account creation and management.
→ Profile assignment and access control.
→ Manual activation of logins.
→ Password recovery.
Clients and Contacts
→ Consult and edit the customer file.
→ Management of individual contacts and permissions.
→ Data change requests (with approval)
Documents
→ Upload files to client areas
→ Attributes such as validity, observations and categories
→ Email notifications (client and manager)
→ Access history for each document
→ Dashboards with recent and expiring files
→ Automatic synchronization
Orders
→ Two-way communication between manager and client
→ Tracking orders with attachments
→ Creating custom order types
→ Dashboards with latest interactions
Technical Parameterizations
Email server and account configuration Modular and scalable application management
Ideal for companies that...
✔️ Have a B2B client portfolio
✔️ Frequently manage sensitive information or documents
✔️ They are looking for a safer and more efficient communication channel
✔️ They are digitizing internal and external processes
Flexible and secure infrastructure
✔️ Own hosting or Azure.
✔️ Servers with backups and reinforced security.
Usage Profiles
Application Manager
Full control of the platform and accesses
Customer Manager
Direct interaction and monitoring with customers
Company Administrator
Global supervision of client and manager activity
Client
Secure and autonomous access to your information and requests
Book a personalized demo
Discover how Portalsys can adapt to your business. Our team will show you, in a real environment, how you can improve your customer relationship management.
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