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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.
Also inside TERRA-411 CUSTOMER PORTAL
The rest of CUSTOMER PORTAL.
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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.
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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.
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Shipments with tracking
Every box with its tracking number, what is inside it, the packing list and the delivery note once issued.
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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.
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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.
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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.
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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.
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A conversation on each order
The customer asks on the order, the manager answers from the order card, and an e-mail tells the customer the answer is there.
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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.
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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.
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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.
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Replies in the customer's language
With AI configured, an assistant answers customer portal messages using the customer's visible order details. Files and questions needing review go to your team. A manager can take over the conversation or let the assistant reply again.
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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.
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