Builders · Developers · Strata
Customer Portal
Give customers one place for documents, approvals, progress and requests.
Example workflowCustomer Portal
Bring the most important customer interactions together without replacing every internal system.
What it solves
Make the work easier to see, do and prove.
Bring the most important customer interactions together without replacing every internal system.
Typical outcomes
One customer view
Less email
Better self-service
What it can include
Start focused. Add only what the workflow needs.
01
Documents
Designed around the people, decisions and evidence required for this part of the workflow.
02
Approvals
Designed around the people, decisions and evidence required for this part of the workflow.
03
Progress and messages
Designed around the people, decisions and evidence required for this part of the workflow.
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