Webinar: Customer Web Portal for Acctivate by Excel Software Services

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.