Customer Portal

Have the ability to "digitally" hold your purchaser's hand

The benefit of a private customer portal will ensure you are in touch with your purchasers throughout their buying journey, 24/7. Providing an "online home" before their real home is ready.

Powered by:
Saleforce | Salesforce Pardot | Herouku

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Overview

An "online home" before the real home is ready.

We often get asked how is the best way to limit Pre-Settlement drop-offs? Having the ability to “digitally" hold your purchaser's hand and personalise their experience is paramount.

The benefit of a private customer portal will ensure you are in touch with your purchasers throughout their buying journey, 24/7. Providing an "online home" before their real home is ready where they can view project updates, a document library, project information (videos, images, etc) and a personalised view of their unique property journey. All powered by Salesforce CRM.

To tailor this experience to each purchaser, we’re proud our portal solution delivers personalised language and currency options.

Allowing a "preferred language" and "alternate currency" to be set within Salesforce CRM to give your purchasers a tailored experience from the moment they are invited to enter the portal "front door".

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Features

Highlight Features/components:

  • Customers unique property journey timeline
  • Project updates
  • Document library
  • Preferred language and alternate currency options
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Gallery

Tailor your purchasers experience

Time to make better decisions

Do you need to improve efficiencies, reduce running costs and have a better user experience for your customers and team?

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Yes, I want a demo!

For a more tailored demo, please tell us about your company and your requirements.

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