Customer management & portals
Your customers and cases in one place
What information do you need about a customer? What tasks should a portal handle? Together with you and our software partner, we develop a solution that answers these questions and fits your daily work.
- Contact overviews tailored to your needs
- Track enquiries and cases
- Organise notes and documents
- Customer portals within the agreed scope
Is this right for you?
A custom solution is especially worthwhile in these situations.
Customer information is scattered across emails, Excel and notes.
Your customers should be able to view documents or the status of an order themselves.
Several staff members look after the same customers.
What you gain
A clearer overview
Important information is organised in the way your team needs it.
Shorter paths
Enquiries, documents and tasks can be brought together in a suitable workflow.
Personal support
Qalvora remains your contact for planning, coordination and handover.
What this could look like for you
Three typical applications as inspiration. We plan your solution around your needs.
Agency
Clients see project status, files and invoices in their own login.
Real estate
Enquiries, viewings and documents per property and prospect in one place.
Consulting
Notes, appointments and documents for every engagement, for the whole team.
Possible features
These features are examples. We tailor the actual scope to your business and agree it before implementation.
- Contact overviews tailored to your needs
- Track enquiries and cases
- Organise notes and documents
- Customer portals within the agreed scope
- Roles and permissions
- Data import and export after assessment
How we work together
Initial consultation
We understand your process and honestly check whether a custom solution makes sense.
Concept and quote
Together with our partner we describe features, effort and costs.
Development
The solution is built in stages. You test interim versions and give feedback.
Launch and support
We hand over, train your team and agree on ongoing support if you wish.
What to expect
So you know what to expect before our first conversation.
What we need from you
- A description of your current process
- A contact person for questions and testing
- Access to existing systems, if they are to be connected
Duration
The duration depends on the features. We plan in stages so you see first results early.
Costs
After the initial consultation you receive a quote with a clearly described scope. Ongoing costs such as hosting and maintenance are shown separately.
The initial consultation is free and non-binding.
Frequently asked questions
Any questions left? We are happy to answer them personally.
In many cases yes, for example from Excel or a previous program. We check the data before importing it.
Access is controlled through roles and permissions. Hosting and data protection are clarified before development.
The solution can be optimised for smartphones. Whether a dedicated app makes sense is something we discuss together.
Shall we plan your idea together?
In a free initial consultation, we discuss your requirements. With our software partner, we plan the right implementation and prepare an individual proposal.