Sales
Customer portal
A link through which a customer sees their own quotes, invoices, orders and tickets, without an account.
What you can do with it on Monday
- 01
Send a customer a link from their contact or company page: they see and download their own quotes and invoices, with no account.
- 02
The customer opens a ticket and replies to it from the portal, when the helpdesk is on.
- 03
Choose how long the link lives, and close it with one press when it is no longer needed.
More in Sales
- DealsDeals with your own stages, from enquiry to won.
- QuotesQuotes on a link, invoiced with one press once accepted.
- ContractsContracts signed on a link, with expiry and notice reminders.
- SubscriptionsRecurring fees and subscriptions, invoiced automatically.
- TasksTasks with due dates and owners.
- Internal calendarOne calendar for tasks and appointments.
- TelephonyCompany numbers, the call log and a phone receptionist.
Common questions
What happens to my data if I switch Customer portal off?
Its screens leave the menu and its addresses stop opening, but nothing is deleted: switch it back on and everything is where you left it.
Can I try it?
No need to: it is part of the Free plan, with no time limit and no card.
Start free, pay for what you need
The core CRM is free for good, with no card; you can try every paid module for 14 days. If it doesn't suit you, export everything and leave: the data stays yours.
- NAV-ready invoicing through Számlázz.hu or Billingo
- GDPR: subject access export and real erasure
- Hungarian interface and help centre
- Export any time, as CSV