Give customers a portal on your own domain
Your customers sign in on your own web address, such as portal.yourbusiness.in, to see what they owe, their invoices and statements, pay online, accept or decline quotations, order again and ask you for things. You connect your domain once and invite the customers you choose.
In EaseDesk: Settings → Organisation → Customer portal. Log in or start a free trial.
Steps
- 1 Open Settings, Organisation, Customer portal and type the name for your portal, such as portal.yourbusiness.in, then click Connect.
- 2 At the company where you bought your domain, add the CNAME record shown, with the name and value copied from EaseDesk. You are told when it is connected, usually within an hour.
- 3 Switch the portal on, choose what customers see, and add a welcome line.
- 4 Under Who may sign in, click Invite next to a customer's contact. They get an email with a sign-in link, and you can send the same link on WhatsApp.
- 5 Customers sign in later with their email and a code. Their requests come to your Inbox, and accepted quotations and new orders reach the salesperson at once.
The portal works on phones and computers. Customers pay online through your own Razorpay account when it is connected, or by UPI or bank transfer and then tell you with I have paid.
Questions
What happens if I change a contact's email?
Their portal access ends, because it was given to the old address. Invite them again at the new one. Order again takes only items you still sell, and not from a cancelled invoice.
Why does the portal need my own domain?
Your customers see your name in the address and your logo on the page, not EaseDesk's. The certificate for your address is made and renewed for you.
Can a customer see another customer's invoices?
No. Each contact sees only their own company's documents, and only after you give them access. Switching access off signs them out at once.
How does accepting a quotation work?
The customer types their full name and ticks that they accept. EaseDesk keeps the name, the time, the address they used and a fingerprint of the quotation's PDF, and marks the quotation accepted.
What does Order again do?
The customer picks a past invoice, changes the quantities and sends it. It arrives as a draft sales order for you to check prices and stock before you confirm it.
Settings says connecting a domain is available soon. Why?
Own domains are being switched on for all businesses. Lead capture and the Inbox work already.
Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated .