Customer Portal
Available nowShips with Rutba CRM
A self-service window where your customers follow their orders stage by stage, message you about one, and ask to return the items they pick.
What's inside
Every screen in Customer Portal
2 screens, listed the way the app's own menu lists them. This is what you see after signing in, not a feature list written for this page.
Main menu
- My Orders
- Returns
Rutba AssistantComing soon
Ask Customer Portal about your own records.
The Ask button sits in Customer Portal's top bar. It answers from your records as you (seeing only what your role in Customer Portal already shows you) and lists what it read, so the answer can be checked.
How Rutba Assistant works →The Web Orders agent
Keeps a question inside Customer Portal.
The Sales & Customers agent
Asks across Affiliate Program, CRM, Helpdesk, Marketplace, Web Orders and Point of Sale.
Ships with
Rutba CRM
Every customer, every deal, one place
Track leads from first contact to won or lost, keep every conversation attached to the customer it belongs to, and run your support desk off the same contact record your sales team uses.
From $9 per user / month. One plan covers every app in Rutba CRM. See plans →
Also in Rutba CRM
Contacts, leads on a board by stage, logged calls and meetings, follow-ups and saved segments: the system of record for who your customers are.
Your own customer service desk: tickets and threads, routing rules you can test before they go live, and SLAs that count business hours, all against the same customer record.
List on outside marketplaces or on another Rutba shop: catalog, price and stock pushed out, orders pulled in, and their status sent back.
Try Customer Portal with Rutba CRM
Start on your own, or tell us what you run today and we will show you what moving across looks like.