Give customers and partners their own door into your CRM.
Portal360 lets your customers and partners sign in with their own account and see only what belongs to them: orders, invoices and balances, support cases they can open and follow, and knowledge base articles, with invitations and access managed from the CRM.
| Item | Type | Date | Status |
|---|---|---|---|
| INV-2041 | Invoice | Aug 18 | Due |
| ORD-1183 | Order | Aug 15 | Shipped |
| Case 00042: login issue | Case | Aug 14 | In Progress |
| INV-2036 | Invoice | Aug 02 | Paid |
What you get with Portal360
Portal users get their own account, scoped to their company and their records only.
Customers see their orders, invoices and outstanding balance without emailing you.
Support requests are opened in the portal and tracked with status updates.
Published Knowledge360 articles answer common questions before a case is opened.
Invite a contact from the record; access can be revoked with one click.
Enable it from the marketplace at no charge.
Invite your top customer to the portal today and stop forwarding invoice copies by email.
Portal360 in your pocket
Everything above works in the Ohana360 mobile apps too: a bottom tab bar with your favorite tabs, one-tap actions and push notifications. Included in every plan.
And everything the platform gives every app
Frequently asked questions
A free add-on that gives your customers and partners their own login: they see their orders, invoices and balance, open and follow support cases and read knowledge base articles.
No. Each portal user is scoped to their own company and records only.
Invite a contact from the record page; the invitation email carries the login link and access can be revoked with one click.
Portal360 is a free add-on: enable it from the marketplace at no charge.
Try Portal360 with your own data
Start free, then enable Portal360 from the marketplace. This add-on is free.