Webinar: Customer Web Portal for Acctivate by Excel Software Services

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Acctivate Certified Consulting Partner, Lynn Thames of Excel Software Services demos Excel Software Services’ third party web portal for Acctivate and shows how businesses can:

  • Give customers an online portal where they can access their account information.
  • Accept online orders from customers or sales reps without investing in a full scale e-commerce system.
  • Increase the efficiency of sales reps with a mobile friendly portal into customers, products, and orders.
  • Set up their own CRM or customer service channel utilizing Acctivate’s Business Activities.
Webinar: Customer Web Portal for Acctivate
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