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Customer Portal

 

Self-service for your customers

Increase customer satisfaction. Reduce phone calls for customer service.

Customer Portal for Microsoft Dynamics provides your customers with a self-service portal to view sales orders, invoices and make payments to invoices.

Customers can view transaction history. Filters exist to show all open invoices, invoices due today, due in next 30 days, created in the last 7/ 30/ 60 days etc.

Customers can login and view open and closed invoices
Figure 1. Customers can login and view open and closed invoices

In addition, customers can search for invoices with a custom date range, invoice number and other criteria.

Electronic Payments with ACH and Credit card for your open invoices

Improve cash flow and eliminate paper checks

Customer Portal allows your customers to make electronic payments for invoices via ACH/ electronic checks and credit cards.

Payment of Invoices via ACH/ Direct Debit to bank account
Figure 2. Payment of Invoices via ACH/ Direct Debit to bank account

Customers can also maintain their bank accounts and credit card wallet so that they do not need to re-enter this information when they make a payment

Payment for open invoices with Credit Card
Figure 3. Payment for open invoices with Credit Card

Secure Hosted solution with attractive subscription pricing

No hardware to setup and maintain

Your customer portal can be up in hours. No web servers required. Secure infrastructure hosted on Microsoft Azure with SQL Server. Fully secure with 256 bit encryption and certified for PA DSS 1.2 by the PCI Standards Council.

Priced at $399 per month for unlimited users. Email sales@ignify.com for more information

Microsoft Dynamics AX for Real Estate Event
Sept 8, 11 am Manila
Sept 15, 11 am Singapore
More Information
CRM for Insurance Webinar.
Sept 10: 11 am Pacific
Sept 11: 9 am Singapore
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Sept 11, 2014:
11 am Pacific / 2 pm Eastern: Ignify eCommerce with Microsoft Dynamics ERP demonstration.
More Information
Warehouse Management with Microsoft Dynamics AX 2012 Webinar.
Sept 17, 11 am Pacific
Sept 18, 9 am Singapore
More Information
Sept 18, 2014:
11 am Pacific / 2 pm Eastern: Web-based and Mobile device Order Entry for Sales reps and CSRs with integration to Microsoft Dynamics ERP and CRM. Click here to register
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Ignify Wins 2012 Microsoft Dynamics Partner of the Year Award
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