Separate customer access
Customers only see what you choose to publish.
Give every customer one clear place to get answers.
Customers can check requests, invoices, files, schedules, and updates without asking your team for another status check.
Simple for customers Connected to your CRM Private by design
UniPortalCustomer portal
Account up to dateWelcome back, Helio Foods
SelectedEquipment access review
Customers can do the simple things themselves.
They can ask for help, check progress, and find shared information without calling or emailing your team.
UniPortalWhat do you need help with?
Ask for help without starting an email chain.
A short form collects the details your team needs, including an optional file.
- Large, clear controls
- Email when the status changes
- Works on phones and computers
Customers see what you choose to share.
Your team keeps private notes and internal work inside Unified. The customer portal only shows approved updates, files, invoices, and account information.
Your teamUnified workspace
Private note Private
Internal approval Private
Customer update
Customer viewHelio Foods portal
Update waitingNo new customer update yet.
Invoice readyInvoice 2048 can be viewed or downloaded.
Shared fileService overview.pdf
Only approved updates appear here
Your branding
The portal can reflect your company name and colors.
Connected customer record
Every portal action stays linked to the right customer.
Give customers a clearer way to stay informed.
Start with requests, files, invoices, or schedules. Add more when your customers are ready.