Customer experience
Customer dashboard portal
A branded self-service portal wired straight into NetSuite, so customers stop calling to ask where their order is.
Northwind Supply · customer portal
Signed in as Kestrel Fabrication · data from NetSuiteOpen orders3
Balance due$0
Credit available$25,880
Next deliveryToday
1
Order placedSO-10482 · 14 Oct
09:122
Packed3 cartons · Bay 4
13:403
ShippedUPS 1Z 84A…
16:054
Out for deliveryETA today
08:205
Invoice paidINV-8812 · $4,120
cardINV-8812 · $4,120paid
INV-8790 · $1,960statement
Case 3341 · damaged cartonopen
Sample data · demo accountProducts · Customer experience
What is included
What you get.
Included
Included
Included
Included
Included
How it runs
One flow, end to end.
The path a record takes once this is running. Every step is logged, so when something stops you can see where.
Customer signs inOrders and invoicesTrackingPay onlineCase logged
record createdvalidatedpostedloggedreconciled
Watch it run
Recorded in a demo NetSuite account.
Sample data throughout. The screens are the kind we build and leave running for clients.
Sample data · demo account
Sample data · demo account
Sample data · demo account
Support tickets tied to order status typically drop once customers can self-serve. Reporting and analytics get past native saved-search limitations too, with scheduled delivery to Excel and PDF.
Start a conversation
Considering NetSuite, or already living with it?
Tell us what is not working. If it is a half-hour fix we will tell you that, and you can decide whether to pay anyone at all.