Sage Intacct Customer Portal
Improve customer visibility and reduce customer service phone calls and emails with a self-service customer portal.
Sage Intacct
provides clients with a one-stop shop for all the information they need
Create a Customer Portal with Sage Intacct
Many of our clients previously struggled with providing information and updates to their clients. Often, providing this information required sending multiple emails or phone calls. This is burdensome for your employees and frustrating for your customers.
With our E-Link tool, we provide companies like yours with an online self-service customer portal. When your customers log in, they’ll have complete visibility into their data along whatever dimension you need, including invoices, transactions, service history, and more. This reduces incoming customer service phone calls and emails while improving customer service.
Sage Platforms
E-Link handles all data connection points for Sage Intacct Customer Portals, including:
Customer Data
Increase visibility into customer data with a self-service online portal, including addresses, contact information, and more.
Account Data
Clients will easily be able to view and change their account data without customer service emails or phone calls.
Invoice & Payment Data
Streamline payment collection and provide client visibility into the status of all invoices, including past and outstanding invoices.
Order History
Provide customers with their complete order history, including all past orders regardless of channel and the dates and status of all upcoming orders.
Transaction Data
Provide clients with instant access to all transaction data, including, pricing information, the time and location of the order, and more.
Shipping & Tracking
Standardize shipping and tracking information between Sage Intacct and your customer portal while providing automatic client updates.
CertiPro is Sage Marketplace Certified
Sage Marketplace helps businesses find effective ERP solutions by vetting and approving companies offering Sage integrations and enhancements. CertiPro has passed Sage’s quality and reliability standard to become a trusted and approved
Certified Sage Marketplace Partner.
improve visibility and provide better service to your customers
How E-Link Integration Works
E-Link saves you time and money with a seamless bidirectional data sync between Sage Intacct and your customer portal. This improves customer communication and removes the burden from employees who previously fielded constant customer emails or phone calls.
We designed E-Link to be highly customizable and flexible so that we can build the perfect solution for any business.
BENEFITS
ERP Customer Portal Integration Benefits
Improve Visibility
Increases visibility and automatically provide client updates
Single Source
Provides customers with a single source of information
Save Time
Reduces employee time spent on customer service phone calls
Real-Time Updates
Provides real-time customer or vendor updates
Improve Relationships
Improves client communications and relationships
Highly Customizable
Highly customizable so it provides exactly the functionality you need
See How CertiPro’s E-Link Integration Improves Client Communications
See E-Link’s full functionality, which extends all the way from simple portals that provide visibility to full-service eCommerce portals.
WHAT WE DO
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Sage ERP Development
Our expert team of Sage-certified developers and consultants specializes in customizing and implementing Sage X3, Sage 500, and Sage 100.
