Client companies, contacts, invoices and transactions stay linked. Team members can follow the relationship without digging through chats.
CLIENTS & SUPPORTKnow every client.
Know every client.
Keep the entire team in sync.
Bring contacts, invoices, payment history and support tickets together, with a private client portal for each customer.
- Client company and contact records
- Linked invoices and payment history
- Separate client portal
- Support tickets and conversation history
- Staff roles and restricted access
Client workspaceFintaro
Client profile✓
Invoices→
Payment history●
Support requests✓
HOW IT WORKS
Keep the entire team in sync.
Bring contacts, invoices, payment history and support tickets together, with a private client portal for each customer.
Customers can view their invoices, payment statuses and support conversations without access to internal finances.
Keep questions, responses and status changes together for the whole team.
Assign roles to finance, administrators and support so sensitive information stays accessible only to the appropriate people.
IN PRACTICE
Try Fintaro for free ↗Stop searching for client context
When a customer calls about an invoice, your team can see the document, previous payments and ticket history from one place.