Manage the relationship with your customers and partners
Make your customers and partners the actors of your success thanks to a collaborative and intuitive exchange space
A private access for your customers and partners
Involve your customers
- Give your clients access to an intranet where they can exchange with you via secure end-to-end messaging, access all their documents (contracts, invoices, conclusions, reports, etc.), and also complete the documents you request. Take advantage of this intranet to send them targeted and intelligent information recommended by AI via the marketing module and give them access to the directory of your firm.
Engage your partners
- Work with your partners as if they were in the office next door by giving themexclusive access to a secure space where they can write their own reports and conclusions, exchange with you via secure messaging and access all their documents.