Streamline your customer interactions with
Customer Connect
The Customer Connect Online Portal is a web-based solution that gives your customers instant access to financial documents, including invoices and credit notes. This tool reduces inefficiencies by allowing customers to view, download, and print documents anytime, minimising the need for re-issues. Its customisable web page drives traffic to your dealership, helping to increase revenue.
Automate Customer Sign-Up
Seamless onboarding: Our advanced security, authentication, and role management system allows you to automate customer sign-up in just one click.
Save time: Simplify the process for both you and your customers, reducing manual work.
Invoice Access, Download, and Print
Full invoice management: Customers can easily access new and historical invoices, with the ability to download and print them for their records.
Improved visibility: Help customers stay on top of their account management with 24/7 access to their financial data.
Customisable Platform to Match Your Brand
Tailored experience: Configure the documents available in the portal. Choose which transaction types from Gold are available for your customers to view, download and print.
White label platform: Add your own logo and brand colours to your customer portal.
Enhance Cash Flow & Minimise Administrative Tasks
Increase Revenue: Customise your portal’s landing page to promote key services and promotions. Engage with your customers directly.
Reduce support calls: Minimise the need for customer service calls and cut down on administrative tasks, freeing up valuable time for your team.
The Implementation Process
Download our info sheet
Resources
Customer Connect
Product Manual
User Guides
Checklist
Updates
FAQs
From dealer set up to viewing invoices as a customer, download our product manual for everything you need to know about Customer Connect.
Download
There are currently no user guides available. If you’d like to make any suggestions, contact us at product_team@ibcos.co.uk.
Complete the checklist below or download and print your own copy here: Customer Connect
Updates, bug fixes or enhancements made to Customer Connect in the last year will appear here.
To view all our release notes, click here.
There are currently no FAQs. If you’d like to ask a question, contact us at product_team@ibcos.co.uk.
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