All solutions
Requests and client portal
Every request becomes a tracked case with a status, documents and invoices, and your customers follow it themselves after signing in by email.
- Where it already runs
- Connects to
- HubSpot
- Zoho
- Odoo
- The services behind it
The problem
Requests arrive by email, phone and WhatsApp, and nobody can say at a glance what is open, who has it and what the customer was told.
Today
- A request lands in a personal inbox or a WhatsApp chat
- Its status lives in someone’s head or a spreadsheet
- Customers call to ask where things stand
With the solution
- Each request opens a case with an owner and a status
- Documents, messages and invoices stay on the case
- The customer signs in and sees the status without calling
What’s included
- A request form on your website that opens a case
- A board for your team with owners, stages and due dates
- A customer portal with email sign-in and no passwords
- Documents and invoices attached to each case
How it starts
- We map how a request moves through your team today
- We set up the form, the stages and the portal around that path
- Your team runs real requests through it for a few weeks, then we adjust
Questions
GuidesClient portal or shared inbox: when requests outgrow emailGuidesWhat makes a system cost more or lessDo customers need a password?
No. They sign in with a one-time link sent to the email address they wrote from.
Do you use this yourselves?
Yes. Requests to ZoolCoder run through the same kind of portal, at /portal.
Can it connect to our CRM or accounting tool?
Yes. Cases and invoices can sync with the tools you already use, through their API.
Book a free process check
Tell us how the work runs today. We reply with the first step worth changing.
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