Customer Portal

Customer portal software for invoices, payments, and order history

The Syncli.cloud customer portal is the self-service door for clients. They can reach invoices, payments, and order history without asking staff to forward a PDF.

What Customer Portal does

• Invoices and payments visible to the customer who owes them.
• Order history next to the same customer CRM already knows.
• A branded place for requests and service history.
• Less back-and-forth for documents File Manager already stores.

How it connects

The portal faces the customer. CRM, Accounting, Bookings, and File Manager are what it shows.

Frequently asked questions

What can customers do in the portal?

They can reach invoices, payments, order history, and service records you choose to expose.

Does the portal replace CRM?

No. CRM is the internal customer record. The portal is the part the customer signs in to.

Related modules

• Accounting — Ledger, invoices, and payments connected to the work that created them.
• CRM — Leads, deals, conversations, and customer follow-up in one record.
• File Manager — Shared documents and storage, kept with the work they belong to.