Portal
The Unified Customer Portal
One front door for your customers. Portal consolidates service management, product quoting, and usage tracking into a seamless self-service experience — backed by Servixo, DealManage, and Meterix.
Everything Your Customers Need
A unified self-service experience that consolidates service, quoting, and usage management into one portal.
Service Module
Equipment management, service requests, RMA tracking, appointment booking, parts ordering, and invoice management — powered by Servixo.
Quotes & Buying
Browse product catalog, submit RFQs, manage quotes with approval workflows, version comparison, and pricing details — powered by DealManage.
Usage & Billing
Meter readings (single, bulk, CSV import), contract management, billing history, consumption tracking, and usage reports — powered by Meterix.
Unified Dashboard
Single dashboard with stats, alerts, and activity feeds aggregated across all active modules. Quick action shortcuts for common tasks.
Role-Based Access
Platform admins, tenant admins, and customer users each get tailored experiences. 35+ granular permissions with auto-provisioning.
Multi-Tenant Architecture
Each customer organization gets isolated data, custom branding, and configurable module access. Backend connections managed per tenant.
Three Platforms, One Experience
Portal routes every customer request to the right backend automatically.
Servixo
Service
Equipment management, service requests, RMA, and field operations
DealManage
Quotes
Product catalog, RFQs, quote management, and pricing workflows
Meterix
Usage
Meter readings, contract billing, consumption tracking, and reports
Portal
Unified Customer Experience
Your customers see one portal. Behind the scenes, Portal routes requests to the right backend automatically.
Complete Service Self-Service
Empower your customers to manage their entire service lifecycle without picking up the phone. From logging equipment issues to tracking repairs in real time, the Service Module puts control in your customers' hands.
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Equipment catalog and issue tracking
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Service request creation and real-time status tracking
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RMA self-service with return authorization
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Appointment booking and parts ordering
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Invoice management with online payment (Stripe)
Quote #QT-2026-1204
Streamlined Quoting Experience
Give your customers full visibility and control over their quoting process. From browsing your product catalog to accepting final pricing, every step is transparent, fast, and fully self-service.
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Browse product catalog with search and filtering
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Submit RFQs with detailed requirements
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Quote comparison with version history
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Accept/reject quotes with change requests
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Pricing transparency with discount displays
Usage Intelligence at Their Fingertips
Let customers track exactly what they're consuming, understand their billing, and submit meter readings on their own terms. Interactive charts and detailed breakdowns make usage data actionable.
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Enter meter reads (single, bulk, or CSV upload)
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Contract management with terms and conditions
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Billing history with detailed breakdowns
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Usage reports with interactive charts
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Consumption tracking by equipment
Powerful Administration
Two tiers of administration give platform operators and tenant managers the tools they need.
Platform Admin
System-wide configuration
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Tenant Management
Create, configure, and manage customer organizations
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Backend Connection Config
Configure Servixo, DealManage, and Meterix API connections
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System Health Monitoring
Real-time dashboards for backend status and performance
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API Key Management
Secure credential storage and rotation policies
Tenant Admin
Organization-level control
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User Management
Invite users with auto-provisioning and SSO support
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Custom Role Creation
Define roles from 35+ granular permissions
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Module Access Control
Enable or disable Service, Quotes, and Usage modules
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Audit Logging
Complete activity trail with export and compliance reports
Ready to Transform Your Customer Experience?
See how Portal can unify service, quoting, and usage management into a single self-service experience your customers will love.
Request a Demo