Online scheduling
Give customers a clear way to request and schedule service with the customer and work context flowing into CRM.
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ControlAxis Customer Portal
Give customers clarity. Keep Control.
Included with ControlAxis CRM, the Customer Portal connects customers to online scheduling, shared work updates, estimates, invoices and approved field proof while CRM remains the operational source of truth.
Included with CRM
The Portal is CRM-connected and included with CRM and the complete
suite, not sold as a separate app.
Offer online scheduling
Let customers request and schedule service through a connected
experience.
Extend the record
Present approved CRM, Estimator and Lens updates without manual
duplication.
Focused capabilities
Less “what’s the status?” More confidence in the next step.
Bring the information customers need into one clear experience while detailed operational work stays in the CRM-connected ControlAxis system.
Estimates and invoices
Make important commercial information easier for customers to find and understand.
Shared work updates
Give customers a simple place to review the status information and next steps you choose to make available.
Approved visual proof
Help customers see documented condition, progress and completed work when visual evidence tells the story best.
Connected by design
A customer experience powered by CRM context.
The Portal is not a separate source of customer data. It extends your CRM customer and work record into a deliberate customer-facing experience, with Estimator and Lens providing the approved details that matter.
CRM
CRM provides the customer and work context behind every shared update.
Explore CRM →Estimator
Give customers a clear place to review the estimates you choose to share.
Explore Estimator →Lens
Publish approved before, after and issue evidence without a separate upload process.
Explore Lens →Ready to give customers clarity and keep Control?
See how the Portal fits your customer communication workflow.