Win More Business With The Best Service Using Steelhead's Customer Portal

Welcome to Steelhead's customer portal—a game-changing solution that elevates customer interactions. This powerful tool doesn't just enhance customer service; it transforms it. Ready to see how you can win more business with the best customer service at no additional cost?

Think about how much time you're spending on phone calls and emails just answering customer questions such as "Where are my parts?", "When will my parts be ready?", and "Are my parts on schedule?" Spend less time on the phone and provide industry-leading customer service with the updated Steelhead customer portal. Empower customers to access order status, invoices, and more anytime, anywhere. Instant updates keep clients in the loop, building trust and satisfaction. Maximize operational efficiency, cut down on customer service workload, and allow your team to focus on high-value tasks that drive your business to further success.

Set yourself apart with this competitive advantage while your peers force customers to call, email, or suffer in silence. Your customers can enjoy instant access to the information they need. Steelhead's customer portal is a fully digital solution for customers to get what they need without you holding their hand. Designed with a highly user-friendly dashboard for a seamless experience, you have the ability to customize the portal, reinforcing your brand identity and creating more of a white-glove experience for your customers.

Your company logo shows here along with your company information, and you can control everything that customers will be able to see. Permissions for customers can be easily configured. For example, if you want them to see everything, simply turn permissions on and confirm changes. You can preview the portal from your customer's perspective to ensure everything looks right.

Setting brand colors is simple—just click a color or input your HEX number and save it. You can also add messages for all users with basic markdown editing, which is useful for posting holiday hours or other announcements from your company.

Inviting customers to the portal is easy—select a customer, check the box next to any users you'd like to invite, or add additional users by inputting their email addresses. Customers will receive an email notification where they can create a username and password to log in securely and access their information at any time.

Customers can also request access through documents sent by email. For example, if you send a quote via email, they can open it and click "Request Access," which sends you a notification. You can quickly approve requests individually or use the bulk confirm button for multiple requests.

Order status is directly linked to parts in Steelhead, providing customers with up-to-the-minute information on quotes, invoices, and more—all at their fingertips. Transform your customer experience and take your service to the next level. Exceptional customer service is a major key to success.