July 18, 2023

Fulcrum introduces a Customer Portal

Give your customers easy access to updates on orders or invoices through a secure customer dashboard.

We’re excited to announce the release of a brand new feature – an easy-to-use portal that Fulcrum users can leverage with their customers.

This Customer Portal offers a new way to maintain relationships and provide transparency. It brings us one step closer to connecting manufacturers across the United States and beyond, which is core to our mission at Fulcrum. 

Fulcrum users can decide which customers they want accessing Orders or Invoices through this customer dashboard.

Live data from the production management side of Fulcrum flows directly there, so your customers can always see the most up-to-date information. This enables customers to answer their most frequently-asked questions without any phone calls or emails.

Customers can see vital details like Sales Contacts, Ship By Dates, Order Totals, Status, and more, with filtered views for easy access.

The Portal is view-only, acting more as a customer dashboard, so there’s no risk of any information being changed unintentionally. A link to the Customer Portal can even be embedded into Fulcrum email templates, to make it easy for customers to access and visit the page anytime they want to check the status of their order.

Because we know how important it is for you to protect your data and information, we created the Administrator View for Fulcrum users. This allows you to see exactly what your customers can see to ensure only the information you want selected is available for them to view. In building out this feature, we found it important to offer full control to our users.

We’re excited about this product capability, but it’s just the beginning! In the future, we plan to expand beyond view-only access, giving customers the ability to request quotes, make changes to existing orders, share drawings, and more. 

If you have any questions, reach out to your Customer Success Manager or email us at contact@fulcrumpro.com.

Ready for more? Schedule a demo.