Empower your customers with our fully customisable and branded self-service portals, designed to simplify the management of accounts and further enhance the customer experience.
With our tailored customer portals, users can easily obtain copy documents, query invoices, and make secure online payments without needing to contact your Accounts Receivable team.
By enabling your customers to self-serve day-to-day tasks, our portals not only enhance the customer experience but also reduce the administrative burden on your team, boosting efficiency and saving valuable time.
Improve your payment processes and transform your customer service with a portal built to meet your business needs.
Your own secure, back office control panel will allow
you to monitor activity on the portal, including:
Comprehensive usage statistics allow you to see how the customer portal is reducing operating costs and improving efficiency in terms of customer service. The management reports can showcase a number of trends, including:
We can integrate with your chosen payment gateway to enable you to take secure, PCI compliant payments from your customers.
Transactions can be reconciled with your accounts receivable software in a number of ways to speed up the process.
Allow your customers to download copy documents including invoices, credit notes and other files you want to provide.
Your customers have the ability to query their invoice which will send an email to your team to pick up and deal with.
Enabling MOTO payments allows you to take card payments over the phone and record the payment against the relevant invoices.
See various reports on how your customers are interacting with your portal including document downloads, logins, transaction values etc.
Scoping of requirements
Firstly we'll work with your team to scope out the requirements for your customer portal to establish what needs to be built, what data is needed and the format of the data.
Development & Integration
We'll develop your portal to meet the established requirements, including integration with your data and systems where needed.
Launch & Ongoing Support
Your customer portal is launched, and we'll continue to work with you to support your portal and develop additional features as and when needed.
Office B1
Redlands Business Centre
Sheffield
S10 5BY
0114 437 2801
sales@agilepaymentsolutions.co.uk
Agile Payment Solutions is a trading style of BlackJackal Ltd, a company registered in England No. 07611705, VAT registered number 119824402
