1
Activate
Create customer access from the company record.
Secure customer self-service
Give customers access to the right records
Publish selected CRM information through a branded customer portal while keeping internal records and administration private.
One company administrator login is free. Paid users and optional add-ons are billed monthly.
Metisseo workspace
Customer Portal
- Company-specific permissions
- Responsive on desktop, tablet and mobile
- Connected customer history
What it includes
Features connected to the same CRM record
- Secure customer activation and login controls
- Published quotes and invoices
- Customer-visible documents
- Appointments and booking information
- Company branding and custom domain options
How it fits together
A clear workflow from record to outcome
2
Publish
Choose the records and documents the customer can see.
3
Respond
Let customers accept, pay, upload or reply where enabled.
4
Control
Keep internal notes and private records inside the workspace.
Questions
Frequently asked questions
Is the portal included automatically?
The customer portal is an optional £10 ex VAT per company per month add-on.
Can customers see internal notes?
No. Only records explicitly designed and marked for customer visibility should be published.
Can the portal use our branding?
Yes. It can use company branding and, subject to approval and setup, a custom domain.
Start with the core CRM
Create your free Metisseo company account
Set up one free company administrator, then add users and optional services only when they are needed.