Give customers and members useful access online.
Let people book, pay, update information or get help without calling the office. Progress builds portals and connections around the software your business already uses.
What should people be able to do?
For a club, that might be booking a tee time and paying dues. For a professional association, renewing membership and accessing member resources. For a business, requesting service, paying an invoice or checking account information.
Software you may already use.
The right place to start is the software already helping you run the business. Sometimes it can do exactly what customers need. When it needs to share information with another part of the work, we help make that connection useful.
Let customers pay an invoice online, with the payment kept alongside the accounting record.
Give customers a place to update details or work with the CRM information that applies to them.
Give customers account access for the information and service requests they need to follow.
Give customers a support space where they can view and update their requests.
Start with the software that fits.
You may already have a portal, be choosing a platform or need a small application with specific features. We can work with the software you have, help implement a selected product or build the missing functionality.
If customers can already pay an invoice through your accounting software, that may be the right place to begin. If the payment also needs to update an order held somewhere else, we work through the connection between those two parts of the business.
Together, we decide what information belongs online, what each person can see or change, and how the office handles exceptions.
Online services connected to the work.
Our work includes customer and member portals that connect online requests, renewals and payments with existing business records. In another project, gate-house staff gained access to membership information where they worked.
Read the gate-house example in Projects →What would you like people to do online?
Tell us who will use it, what they should be able to do and which software is involved. Bring the tools you use today, a platform you are considering or an idea we can work through together.
For software providers: discuss customer-specific connections around your platform →