No Code Software for Creating Custom Self-Service Portal

Provide users a customised mobile responsive transactional portal to fill applications, make payments, raise requests, check status, access reports, sign docs, access knowledge base, etc.

Configure self-service portals per your business & industry needs

Give your customers, employees & partners their own portal to manage their profiles and applications. For instance, the borrowers can easily apply for loans, students can easily apply for admissions, patients can easily book appointments, suppliers can easily accept purchase orders & raise invoices, etc.

Lending - Borrower Portal
Insurance - Policy Holder Portal
Education - Student Portal
Mortagage - Borrower Portal
Manufacturing - Supplier Portal
Construction - Field Service Portal
Real Estate - Home Owner Portal
Healthcare - Patient Portal
Service Providers - Customer Portal
Legal - Customer Portal
Automotive - Customer Portal
Government - Citizen Portal
Taxation - Customer Portal
Employee Self-Service Portal

Allow to fill applications using custom mobile forms with payments

Provide user-friendly, mobile-optimized application forms to ensure a smooth experience for the applicants. The application can be partially saved & resumed anytime, thereby enhancing applicant experience. Initiate call center action in case of application drop-offs at crucial steps.
Read More About Custom Apps & Workflows

Save draft applications for future entry

Many times the applicants are not ready to submit the application instantly. They feel the need to save the application & resume again where they last left it. Common examples are when an employee is applying for travel expense claim or when a student is applying for an admission or when a field service worker is filling in weekly timesheet, etc. The draft application is not assigned to a workflow until the user submits the application.

Easily track status of applications

Allow applicants to see the status of their applications or requests. The applicant can clearly see what is the current status of the request, the expected time of completion, status updates, etc. This reduces the load on your contact center.

Easily view and make pending payments

Allow customers to easily view all pending payments in one place & pay for these. Payment reminders are sent for pending payments.
Read More About Payments Collections

Easily book & manage appointments

Enable your end-customers to easily schedule and modify service appointments using self-service portal. Give your end-customers full-control of their service appointment, allowing them to book, re-schedule or cancel.
Read More About Appointments Scheduling

Securely access reports shared with you

Securely share reports with users. For example, health reports, service reports, etc. The reports stay avaialable on the self-service reports so that users can download at any time in the future.
Read More About Document Templates

Securely eSign documents

Allow users to easily view all documents to be signed in one place. The signees can simply click on the link, enter credentials & sign the document. The signee will be sent a code on mobile & email to sign the document. Once all signees complete signing the document, a fully signed copy of the document will be emailed to all signees.
Read More About eSignatures

Easily raise support tickets using custom forms

Configure a custom form to capture support tickets as required by your business. Configure auto-assignment rules to automatically assign tickets to agents to be completed within SLA.
Read More About Custom Apps & Workflows

Get queries answered in self-manner using knowledge base

All knowledge base articles & documents are available to authorized users for search in self-service portal. This allows customers, agents, employees of field, partners, etc. to get most of their queries answered in a self-service manner & thereby reducing load on your contact center.
Read More About Knowledge Management

Get into a live chat or WhatsApp chat with customer support

Allow users to seek instant support using live chat, WhatsApp or phone call. Auto-respond 24/7 to messages across channels, get 360 view of users, route tickets across departments, & reduce service costs.
Read More About Contact Center Automation and Omnichannel Customer Service

Easily schedule live video call with customer support

Allow users to seek support using live video chat. Allow users to easily schedule appointments for video calls. Allow participant to securely join video calls using a secured link. Record video meetings & easily access these recordings for compliance & audit purposes.