Deliver exceptional customer experiences and foster strong client relationships with Wizard’s Client Portal. Our feature-rich portal empowers your customers with self-service capabilities, enabling them to access information, manage their accounts, and engage with your business seamlessly. With WizardCloud ERP, you can provide personalized service, improve customer satisfaction, and drive loyalty.
SECURE ACCOUNT ACCESS & REAL-TIME ORDER STATUS
Offer clients secure and personalized login access to their accounts, enabling them to view order history, track shipments, and receive real-time updates on order progress and delivery status.
DOCUMENT SHARING AND SUPPORT SERVICES
Provide a centralized repository for document sharing, allowing clients to access and download invoices, contracts, and other relevant documents. Additionally, offer a support ticketing system for efficient resolution of client inquiries and issues.
CONVENIENCE AND SELF-SERVICE
Empower clients with self-service capabilities, allowing them to access information, manage accounts, and track orders at their convenience. This reduces support overhead and enhances overall customer satisfaction.
REAL-TIME TRANSPARENCY & CUSTOMER SATISFACTION
Provide real-time visibility into order status, shipment tracking, and account information, ensuring clients remain well-informed and confident in their interactions with your business. By offering a seamless and intuitive client portal experience, you can improve customer satisfaction, build loyalty, and foster long-term relationships with your clients.
Wizard’s Client Portal integrates seamlessly with other modules of WizardCloud ERP, such as CRM and Accounting, to provide a unified customer experience. The integration ensures a seamless flow of information and enables efficient collaboration across your organization.
FREQUENTLY ASKED QUESTIONS
Clients can access the Client Portal through a secure login provided by your business. They can use their unique credentials to access their accounts and explore the portal’s features.
Absolutely! The Client Portal provides real-time order tracking, allowing clients to monitor the progress of their orders, track shipments, and receive updates on delivery status.
Yes, clients can manage their account information, such as contact details, billing addresses, and preferences, through the Client Portal. They have the convenience of updating their information at any time.
Yes, we prioritize the security of your clients’ data. The Client Portal utilizes advanced security measures, including encryption and access controls, to ensure that sensitive information is protected.
Absolutely! The Client Portal includes a support ticketing system that allows clients to submit inquiries, report issues, or request assistance directly through the portal. This ensures prompt and efficient resolution of their concerns.
Yes, the Client Portal seamlessly integrates with other modules of Wizard ERP, such as CRM and Accounting. This integration ensures a cohesive and efficient flow of information, providing a unified experience for your clients.
While the Client Portal is designed to be intuitive and user-friendly, we provide documentation and resources to guide clients in using the portal’s features. Our support team is also available to assist them with any questions or issues.
Have more questions? Our knowledgeable support team is here to assist you. Contact us for further inquiries and get the answers you need.