Fewer “any update?” calls. Happier customers.
Give every customer a private page in your own name and colours. As you move them through the CRM, their roadmap moves on by itself, so they always know what's next.
- EnquiryYou're hereThanks for getting in touch
- Survey
- Design
- Fitting
- All done
They pick the time. It lands in the right diary.
No more phone tag to book a survey. Customers choose from the days and times you offer, and the visit goes straight into the right person's calendar, linked to the customer.
- ✓You set the days, hours and who can be booked
- ✓Gaps between visits, and the notice you need
- ✓Whole-day bookings for fittings
- ✓Change or cancel, only if you allow it
Signed off and sent over, without the back and forth.
Designs approved in writing, photos of the room before you arrive, and questions sent to the right person, all kept on the customer's page.
Approved, with their name
Share the design or quote. They look it over, type their name and tap Approve, or ask for changes. You know who said yes, and when.
Photos before you arrive
Customers snap the room from their phone, and the photos land in their Customer photos box.
Contracts, signed on screen
With Keystone, an accepted quote becomes your own contract, filled in for you. Customers sign it in their portal with a finger or a mouse, then your people sign, in the order you choose, and everyone gets a copy.
A message, not a missed call
Customers write to you from their portal, and it goes straight to their salesperson, or whoever you choose.
Their team, with faces
Show who's looking after them: their salesperson, surveyor and fitter, with a photo, phone and email.
Details they keep up to date
Let customers fix their own phone number or parking notes, in the fields you pick. No retyping for you.
Your portal, block by block.
Build it in CRM setup. Pick the blocks you want, put them in order, and choose the stages each one shows at. Then design the roadmap with your own steps.
- ✓Thirteen kinds of block to pick from
- ✓Show a block only at the stages you choose
- ✓A roadmap with your own steps and words
- ✓Their first name filled in for you
They tap. Orkello does the rest.
Whatever a customer does in their portal can set off a CRM automation. And put their portal link in any automatic email: “You're sold! View your project.”
It looks like you, because it is you.
Customers see your name, your logo and your colour from top to bottom, in the theme your company uses. It feels like part of your business, because it is.
- ✓Your name and logo
- ✓Your brand colour
- ✓Your company's theme
- ✓Your own words throughout
- Enquiry
- Survey
- DesignYou're hereYour design, ready to approve
- Fitting
- All done
- Enquiry
- Home visit
- Design
- InstallationYou're hereYour bathroom goes in
- All done
Open to them. Closed to everyone else.
The Customer portal is an add-on. Switch it on, build it, and publish it when you're happy. You stay in charge of what every customer can see.
Better together, with one login.
Every Orkello app shares the same people, the same bell and the same search.