Clients, requesters and client portal
In the laboratory, a client usually involves more than one person: the company that contracts and whoever requests the analysis. The records keep these roles apart, and the client portal lets clients check proposals and download reports according to the access granted by the laboratory.
Illustrative system screen. Demo data that does not represent client results.
What you'll find in this area
Company and requesters.
The contracting company and the requesters who ask for analyses on its behalf have their own records, with contacts and addresses.
The right contact for each request.
Each requester has their own contacts, which helps send documents to whoever made the request.
Proposal by secure link.
The client views and approves the proposal through a link with restricted access, with no user in the internal system.
Client portal.
Clients download reports as PDF, ZIP, XLSX or CSV and open support requests. Each client's access is granted and maintained by the laboratory.
Financial status in plain sight.
Customer 360 brings together the client's paid, open and overdue invoices, realized revenue and the financial health indicator.
One record from pipeline to report.
The client that enters as an opportunity is the same one that signs the contract and receives the report.
Fewer resend requests
With the portal, clients look up documents without waiting for them to be emailed again.
The proposal when the client needs it.
The link lets the client review the proposal while it remains valid.
Reports in the portal.
Released reports are available for download according to the laboratory's setup.
Controlled access.
The laboratory grants and maintains each client's access.
Frequently asked questions
What is the difference between a client and a requester?
The client is the company that contracts. The requester is the person who asks for the analysis on its behalf. One company can have several requesters, each with their own contacts.
Does the client need a login to see the proposal?
Not for the proposal: it is accessed through a secure link. For the reports and support portal, each client's access is granted by the laboratory.
Can one company have several requesters?
Yes. The company is registered once and gets as many requesters as needed, each with their own contacts.
What does the client find in the portal?
Reports to download as PDF, ZIP, XLSX or CSV, support requests and the proposals sent by link. What is available, and when, follows the laboratory's setup.
See the path from proposal to work order
In the demo, we show a proposal built with catalog services, approved by the client and turned into a contract and a work order, using services similar to yours.