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Explained

What is a customer portal?

A customer portal is a private place on the web where each of your customers signs in and finds their own business with you — invoices, statement, offers, contracts, requests and projects — and acts on it without an email or a phone call.

Ask for a demoSee companies, rights and portals

What customers do in a portal

  • See their invoices and pay them, and download their statement.
  • Read a proposal or an estimate and accept it.
  • Sign a contract.
  • Open a support request and follow the answer.
  • Follow a project and approve a stage of it.

Why it saves time on both sides

Without a portal, each of these is an email, an attachment and a reply, and the latest version of a document lives in someone's inbox. With a portal, the customer always sees the current state, and your team sees what the customer did, when.

What makes a portal safe

  • Each customer sees only their own records, never another customer's.
  • The business chooses what is shown, for example per project.
  • New registrations wait until your staff confirm them.
  • Every action in the portal is written down.

Portals for vendors too

The same idea works for suppliers: a vendor portal where they send quotations, invoices and their items, and register themselves for your approval.

What to look for

  • The portal reads the same records as your system, so nothing is uploaded twice.
  • It works in Arabic and English.
  • Live chat or help articles are reachable from inside it.

How Zyntra OS does it

What it looks like in Zyntra OS, the business system Double Support makes in Amman.

A client portal

Invoices paid, the statement, proposals and estimates accepted, contracts signed, tickets, projects followed and signed off.

Companies, rights and platform

Registration you confirm

Customers register in the portal and wait apart until your staff confirm or refuse them.

Companies, rights and platform

A vendor portal

Vendors send their quotations, invoices and items, and can register themselves for your approval.

Purchasing & Inventory

Live chat and help inside it

Live chat in the client portal, and the same help articles your website reads.

Support & Knowledge

Questions about customer portals

Is a customer portal the same as a website?

No. A website is public and the same for everyone. A portal needs a sign-in and shows each customer only their own records.

Can I choose what a customer sees in the portal?

In Zyntra OS, yes: for example, what the client sees of a project is chosen per project.

Does Zyntra OS include a customer portal?

Yes. Zyntra OS has a client portal and a vendor portal, on the same records as the rest of the system.

More plain explanations

What is an ERP system?One system for sales, accounts, stock, people and projects, and why it matters. What is a CRM system?Leads, deals and customers in one place, from the first contact to the paid invoice. What is e-invoicing?What a national e-invoice is, what JoFotara and ZATCA ask, and how a business gets ready. What is a point of sale system?The till, the cash drawer, receipts and returns, and why a sale must reach the books. What is project management software?Tasks, plans, time and the workload of each person, and how a project pays for itself. What is HR and payroll software?Employee records, attendance, leave and the monthly payroll, from hiring to payslip. How to choose accounting softwareThe questions to ask before you choose: the books, cheques, banks, tax and e-invoicing.

See it with your own work

Ask for a demo and our team will show you Zyntra OS on work like yours, in Arabic or in English.

Ask for a demo +962 795 900 124 [email protected]