Customer and partner portal
One place to work with the companies you buy from and sell with.
Your supplier shares what concerns you: your cases, your invoices, the documents waiting for your signature and the plan you agreed. You sign in with a code sent to your email. There is no password to remember.
For customers
Everything your supplier owes you an answer on.
Each person sees only their own organisation's records, in the areas their supplier opened for them.
- Cases. Raise a question, follow every reply from the team, and mark it resolved when you have what you need. Replies also arrive by email.
- Invoices. See what is due and what is paid, download any invoice as a PDF, and pay online where your supplier takes payment by link.
- Documents to sign. Read the agreement or quote waiting for you and sign it with your finger, a pen or a mouse.
- Success plan. The goals you agreed together, how they are going, and the next milestones, kept up to date by your account team.
For partners
Sell together without chasing anyone by email.
Resellers, distributors and referral partners work in the same portal, on their own side of it.
- Deal registration. Register a deal and see it reviewed and approved. An approved registration protects the deal for the period your programme sets.
- Leads. Accept or decline the leads offered to you. Contact details appear once you accept.
- Pipeline. Follow the deals you sourced or influence, at the stage they are in.
- Marketing funds. Request funds for an event or campaign, then claim them with your receipts as proof.
- Content and certifications. Download the latest sales material and see your team's certifications and when they expire.
Security and privacy
Access is given, never found.
Invited only
Your team invites each person and chooses the areas they may use.
No passwords
A 6-digit code or one-time link by email. The sign-in page never reveals who has access.
Only their own records
Another organisation's records answer "not found". Internal notes, health scores and pricing never reach the portal.
Kept apart and logged
Separate from your staff's sign-in. Every outside read and write is recorded, and access can be revoked at once.
Give your customers and partners one place to work with you.
In your logo, colours and type, at your own address. The portal comes with Infrakinetic Customer Success, the partner side with Partners & Distribution, and portal users are not paid seats.