TERRA-411-12Live
An assistant on every page
With AI switched on, a chat opens from every page of the customer portal. The assistant answers in the customer's language from the order details they can see, takes a parts enquiry down with the part number, brand, machine, serial number and quantity, and opens the request itself, with the customer's photos. Prices, delivery dates and fitment go to your team, which gets one notice per conversation, closed when somebody answers. A manager can take over the conversation or let the assistant reply again.
Also inside TERRA-411 CUSTOMER PORTAL
The rest of CUSTOMER PORTAL.
TERRA-411-01Live
Status in their words
Received, pricing, quotation, confirmed, paid, preparing, shipped, delivered: eight steps a buyer recognises, worked out from the order, the papers and the payments.
TERRA-411 CUSTOMER PORTAL
TERRA-411-02Live
What was sent, as it was sent
Quotations, proformas and invoices with the lines and prices that went out, and the PDF the customer already holds.
TERRA-411 CUSTOMER PORTAL
TERRA-411-03Live
Shipments with tracking
Every box with its tracking number, what is inside it, the packing list and the delivery note once issued.
TERRA-411 CUSTOMER PORTAL
TERRA-411-04Live
Only their company
Each customer reads one company's orders, and never a cost, a mark-up, a supplier or a note your team wrote.
TERRA-411 CUSTOMER PORTAL
TERRA-411-05Live
A separate door
The customer portal answers on its own address and is the only thing there: your team's rooms are not reachable from it at all.
TERRA-411 CUSTOMER PORTAL
TERRA-411-06Live
View as client
One button on a company card opens the customer portal exactly as that customer sees it, read-only, so a manager can talk them through it.
TERRA-411 CUSTOMER PORTAL
TERRA-411-07Live
Requests with their own files
Parts picked from your catalogue or pasted as a list, or their own spreadsheet, PDF or photo: an order on your desk at once, the file read into lines, and the lines shown to the customer once a manager has confirmed them.
TERRA-411 CUSTOMER PORTAL
TERRA-411-08Live
A conversation on each order
The customer asks on the order, the manager answers from the order card, and an email tells the customer the answer is there.
TERRA-411 CUSTOMER PORTAL
TERRA-411-09Live
Accept a quotation online
The customer ticks the positions they take and the alternative they prefer: the order is won, the rest is marked not taken and stays off the proforma, and a manager is asked to send the proforma.
TERRA-411 CUSTOMER PORTAL
TERRA-411-10Live
Payment confirmation
Once the proforma is out, the customer sends the bank's confirmation from the order; it lands on the order card and a manager is asked to check it with the bank.
TERRA-411 CUSTOMER PORTAL
TERRA-411-11Live
A letter at every step
Request taken in, order confirmed, payment received, shipped with its tracking number, delivered: one letter each, never two, each opening the order in the portal. The quotation and the proforma your managers send carry the link.
TERRA-411 CUSTOMER PORTAL
TERRA-411-13Live
A welcome when access is ready
Once a confirmed customer account is linked to its company and can sign in, a welcome email names the company and opens the customer portal. Saving the link again does not send another welcome.
TERRA-411 CUSTOMER PORTAL
TERRA-411-14Live
A new customer, a company in one press
Somebody registers on your website and confirms the address: your team is told who, and the company your CRM already has for them. One press links the account; or a company is made from what they typed, with their person on its card, and their customer portal opens.
TERRA-411 CUSTOMER PORTAL
TERRA-411-15Live
Customers can change request quantities
Customers update quantities or remove positions with a record of what changed. Removed lines stay in ERP as Lost and the team is notified. Confirmed orders need team approval; existing payments, purchasing and shipments are reviewed before correction. Documents already sent keep their original quantities.
TERRA-411 CUSTOMER PORTAL
TERRA-411-16Live
Website and portal request autopilot
Catalogue matches, or ERP review with Take it/Create, produce a complete order and its branded confirmation. Company introductions and account invitations go once per email address. Liebherr requests go to Kraemer Mining from both website and customer portal requests. File imports wait for Confirm positions; supplier answers fill in costs. For customers outside the GCC, collection is in Germany; GCC orders include a weight-based freight estimate to Dubai and 14 extra days. Unknown weights need review. Agreed supplier-specific incoming freight allowances also feed manual and Autopilot costing, including shipment charges and transit days. A supplier marked Trusted on its card has its other part numbers and cross-references taken without a person, so the robot runs from its answer to the quotation. A person approves every quotation before it is created and emailed.
TERRA-411 CUSTOMER PORTAL