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Solution · Portals & work instructions

Knowledge in one place. Always at hand.

A customer portal where clients track their file, or a portal with work instructions and training for your team, with instruction videos if needed.

What it does

Portals & work instructions, here's how it works.

  • Customer portal

    Clients log in securely, upload documents and track their file.

  • Work instructions

    Step by step, with photos or video, on the phone on the work floor.

  • Training and onboarding

    New employees learn faster with their own training portal.

  • Restricted access

    Everyone only sees what's meant for them.

Een bureau van een boekhoudkantoor aan het eind van de dag, met een laptop en ordners

In practice

CRM, client portal and smart tools

Leads with source and follow-up, a secure client portal for summonses, and a fine calculator that generates enquiries.

View the Traffic fine lawyer case
Website of Traffic fine lawyer

Lawyer · Hasselt

CRM, client portal and smart tools

Leads with source and follow-up, a secure client portal for summonses, and a fine calculator that generates enquiries.

CRMPortalSEO

Frequently asked questions

Questions about portals & work instructions.

Is a portal safe for sensitive documents?

Yes. Each user only sees their own data, access is restricted and the data is stored in the EU.

Can we add videos to it?

Yes, instruction videos can be added, including ones made with AI.

What does it cost?

We build every system to measure. After a free 30-minute analysis, you get a fixed price, split into phases. You start with what delivers the most, then expand once it pays off.

Free system analysis

How many times a week do you explain the same thing?

Tell us how you work today. In 30 minutes, we'll show you what this system can do for your business.

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