TRILAY ERP+ gives each customer a web space to review their product catalog and price lists, submit orders, review documents and control their customer account and balances.
When customers request prices, documents or balances by phone and email, the sales team spends time on repetitive tasks and the information is not always up to date.
The portal relies on internal customer management and gives authorized access to each one.
Review of balances, outstanding documents and up-to-date account statements.
Invoices, delivery notes and associated documentation available to the customer.
Review of payments and balances; the recording is done in the internal workflow.
The portal information stays linked with the internal sales and invoicing workflow of the same ERP.
Request a demo and we will show you how the portal integrates catalog, orders, documents and customer account.