Customer Self Service Portal
Empower your customers with easy-to-use help desk software
A customer self-service portal to help you succeed
Create a customer self-service portal experience that reduces customer support questions directed towards your company. Deliver greater value to your customers with 24/7 access to their financial statements, support cases, contracts and more.
Available online at any time, customers can access the portal whenever they need to without needing to phone or email customer support.
Customers can directly update their contact and user access details, as well as view their historical documents, balances, payments and more.
Speed up order processing by allowing resellers and business partners to view inventory and place orders directly.
Share marketing, educational, and FAQ materials in a secure location available to all customers.
Important features of the MYOB Advanced customer self-service portal
Give your customers ease of access to the information they need, when
they need it, with a self-service portal. They can access account
information, create and manage support cases, and create and track
online orders, without even needing to call your service
Let customers view the cases they have submitted, track their
progress, reopen closed cases and provide additional information with
case management that seamlessly flows into your software.
Connected directly to your overall database, you can be sure that
your inventory and pricing is always up to date.
With online self-service access to their account information,
customers can view and update their address and contact information at
Browse inventory and place orders online at any time. Your customers
can even track the order status, shipment, and view the invoice all
from their customer portal.
Share your documents and important information with customers in a
secure location, without needing to build a separate webpage.
Through the self-service portal customers can see their historical
documents and transactions, as well as due dates, and amounts
Control which products are visible to each user in your online
catalogue and what information and images that user sees, as well as
what warehouses products are shipped from.
Host and support information to help customers troubleshoot their issues and find resolutions. With articles created and published by your support professionals, you can ensure that your customers can find the answers they need for any of their FAQs.