SSignum RiseFAST PROPOSALS · SMART CLOSURES

Signum Rise › Customer portal

Customer portal

A branded portal so your customers can help themselves

Your customers sign in from a personal link, with no username or password to remember. They see their quotes, accept them online, follow their milestones and report any issue.

A branded portal so your customers can help themselves · Signum Rise
System screenshot with sample data.

Fewer “where is my shipment?” calls

Your brand

The portal uses your logo and your color. To your customer, it is your system.

Quotes online

They see all their quotes, compare options and accept the one they choose. You are notified instantly.

Operation milestones

Every won quote shows its milestones so the customer knows where things stand.

Case reporting

The customer reports an issue from the portal and it reaches your team as a tracked case.

Direct contact

A customer service WhatsApp button and direct messages to your team.

In their language

The portal shows in English or Spanish and the customer switches with one click.

Day to day

Frequently asked questions

Does the customer need a username and password?

No. Each customer gets a personal link, which you can deactivate at any time and replace with a new one.

Can they see other customers’ data?

No. Each link shows only that customer’s information.

Is it included?

The customer portal is a module. In “Build your plan” you choose the modules you need.

Try it with your own lanes and your own numbers.

We prepare a tailored proposal based on your modules and users.

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