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July 18, 2023

Customer Portal

Business Setup

Connecting manufacturers is core to our mission at Fulcrum. As such, we’re excited to announce the initial version of our Customer Portal. This introduces a new way to build relationships and provide transparency to your customers by giving them secure access to live information about their orders.

What’s included:

  • The Info Your Customers Ask About. Order and Invoice Statuses, relevant dates, and line item details.
  • Secure and Easy Access. You control which customers have access and grant permission to individual orders/invoices separately. Your customers can log in using a basic link.
  • Administrator View. You’ll be able to see what your customers will see and be assured about what is visible.
  • Organized and Filterable Grids. The information can be searched and filtered similarly to your own grids, so customers can easily find the information they’re looking for.

Read more on our blog here or watch a YouTube video for a brief overview.