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Guided tour · about 5 minutes · French audio
See what your teams can accomplish.
Explore everyday tools, including contract questionnaires and documents for signature, with examples from the portal.
Always within reach
Useful information in one place.
Products, quantities, customers, invoices, orders, suppliers, payments and other authorized information stay up to date for the portal’s tools.
Organize
The portal presents it clearly for your business.
Use
Each team finds what it needs to work.
Core capabilities
From visibility to action.
Management overview
Sales, gross margin, average invoice, inventory, payments, top customers and trends.
Detailed search
Find a product, customer, order or invoice and see the information connected to it.
CRM and communications
Contacts, activities, tasks, opportunities, emails and newsletters in one customer history.
Contracts and signed documents
Prepare a contract from an order or use a reusable document. Collect answers and signatures, then keep the final PDF in the customer file.
Report assistant with OpenAI
OpenAI understands the request in your own words. Connect 360° ss then prepares the table or chart in the portal.
Dedicated spaces
Customer, supplier and employee spaces with access suited to each role.
Contracts and questionnaires
The right answers, when it is time to sign.
Add a questionnaire to your contract and choose who will answer it. A preferred delivery date, a contact person or a service choice: you decide which details to collect.
- Up to five questions in English and French: text, email, date, checkbox or a choice from a list.
- The designated signer completes required answers before signing.
- Questions and answers remain in the contract and its final PDF.
Documents for signature
Prepare once. Reuse for your customers.
Work authorizations, service confirmations or other business documents: create English and French templates, then prepare a separate copy for each customer.
Choose the document and customer
Select the template, language and recipient. Add attachments and a questionnaire when needed.
A personal link, one signature
The customer opens the invitation, reads the document, answers the questions and signs. No portal account is needed.
A complete copy is kept
Track deliveries, find the signature and answers, then download the signed PDF. Follow-up remains linked to the customer in the CRM.
Control and privacy
Everyone sees only what concerns them.
Your business chooses the features and information available to each person.
- Access by role — menus adapt to each user’s responsibilities.
- Your own company space — your information and settings remain separate.
- OpenAI understands the question — no accounting data is sent to OpenAI.
Your context is unique
Request a presentationLet’s identify the tools that fit your processes.
A focused presentation helps select the features and access your teams need.