Customer Portal

Offer secure self-service without separating customer data.

Give customers a branded place to review account history, jobs, documents, bookings, invoices, and payments using the same source records as staff.

Open module experience →

Included capabilities

What Customer Portal adds

Secure customer access

Service and account history

Bookings and documents

Invoices and payments

Connected by design

This module uses the same tenant identity, permissions, shared records, automation events, and reporting conventions as the rest of AppSite. It can be introduced independently without creating another isolated data silo.

Works well with

Customer

AppSite CRM

One customer record shared across the platform.

Customer

Chat

Connect team conversations and AI assistance.