Customer Portal Add-on

paradigm accounting erp business mfg software from paragon

Resource-Saving Customer Portal Tool

The Customer Portal for Paradigm allows you to create accounts for your customers that they can use to access their own quotes, orders, and invoices online. Cut down on the number of quotes your salespeople need to create and eliminate constant phone calls for order status updates by allowing your customer to access their own data through our Customer Portal.

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Key Features

With our Customer Portal, customers with an account can:

  • View and print their own documents.
  • View order statuses in real-time – Production, Purchase Order, and Fulfillment Pro data are all shown.
  • View the inventory at their customer-specific price level.
  • Import a SmartBuild™ design as a quote to Paradigm.
  • Create quotes and release orders to their salesperson.
  • Draw their own special trims.
  • Pay invoices via credit card or ACH (EBizCharge integration required)
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How it Works

For the customer:

  1. Log into the Customer Portal via an internet browser.
  2. Add a quote and input Product IDs as well as custom trims, or import a CSV file to create a quote in seconds.
  3. Convert the quote into an order, set a ship date, and release the order to their salesperson for review!

Customers can view pricing, orders, invoices, and inventory and make payments. They can also sign into the Customer Portal with their SmartBuild account to import building materials.

For your company:

  1. Set up customer admin accounts for customers to serve themselves.
  2. Enjoy the automated customer ordering process!

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...the speaker asked if anyone actually liked their CRM. I was the only one who raised my hand. When asked why, I explained that our CRM, Paradigm, is industry-specific and integrates well with various machinery. The best part is that the engineers and developers at Paragon always take feedback to improve the software based on customers' needs...

- Meaghan, Sunshine Metals

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