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Empower Your Clients 24/7 with Acumatica’s Customer Portal

Presented by:

Brady Bloomer

Business Solutions Consultant

SVA Consulting


Cailee Hanson

Business Solutions & Pre-Sales Consultant

SVA Consulting

Webinar details:

Ready to transform how you interact with your customers?

The Acumatica Customer Self-Service Portal enables businesses to create an experience where customers can access their information including contracts, financial statements, support cases, catalogs, invoices, and more.

Watch as SVA Consulting's experts explored innovative features and real-time solutions that empower your customers and streamline your operations.

We discussed:

  • Financial Overview – Provide customers access to historical documents, contracts, financial balances, due dates, and payment details.
  • Up-to-Date Inventory, Pricing, and Online Ordering – Ensure accurate inventory and pricing with real-time updates from your Acumatica database. Customers can place orders and track orders, shipments, and invoices 24/7.
  • Online Payments – Allow customers to process payments, access invoices, and securely save payment methods on the Acumatica Portal.
  • Case Management – Enable customers to submit new cases directly into the ERP system. They can view and track the status of their cases, provide additional details as needed, and reopen previously closed cases.

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