As a small business owner or entrepreneur, there are many aspects of your operation that require automation and fluidity to ensure that your business stays profitable.
We believe that one of the most important parts of your business involves the ability to successfully communicate with your customers and to take payments for the products and services you provide to your audience.
We believe, communication, cash-flow, and profitability (CCP) are the pillars that support any successful business. Especially, a Startup or a small business. For this reason, we built Mango, our all-in-one small business contact management system and billing portal to support your CCP. One of the most interesting features, we believe is the "Customer Portal".
What is "the Customer Portal"?
Well, the answer is simple. Every time you add a new contact to your Mango account, the system will automatically create an online account for your contact. Once you enter the desired username and password and click save, your contact will automatically receive an email alert telling them that you have added them as a contact.
The email will have your company logo, if you update your account with one, along with the contact's username and password and a link for them to log into their accounts.
What can a customer do in their account?
Once a contact/customer logs into their Mango account, they can see and pay for products and services you add to their account. Customers can also read updates and alerts sent out to them by you or members of your team, see the accuracy of some information you have for them, and many more.
Adding a new customer/customer login account information
1. Log into your mango account
2. Click on "Add a New Contact"
3. Enter as much information as you can. Be sure to choose a username and password for your contact as this is required. Your contacts' information will not save unless you do so.
4. Click save
Customer portal access (Demo)