The report reaches whoever asked for it
In a lab, the client is almost never one person: there's the company that signs the contract, whoever requests the analysis, and whoever receives the report. Put all three in one record and the result lands in the wrong inbox, with the phone ringing to ask about progress. Gerencialab splits each role apart and opens a portal, on your lab's own domain, so the client follows along on their own, without going through you.
Company, requester, and recipient, each in its own field.
Register the company that contracts and the requesters who ask for analyses on its behalf, each with their own registration data, addresses, and contacts. Three roles, three places, none stepping on the other.
The report reaches whoever asked, not whoever shows up first.
Since each requester has their own contact, the result goes to the right person at that company. The mistake of sending one client's report to another's inbox loses its way in.
The client follows along alone, without calling you.
They open the proposal through a secure link and reread it whenever they want, right in the browser, no giant PDF in the inbox and nobody on your team stopping to resend it.
Whoever just needs to look doesn't become a system user.
Access is by tokenized link, no account in your operation. You share what the client needs to see without opening the door to the internal system or turning into a password help desk.
Several requesters in one company, no mess.
The company contracts once, but half a dozen people may request analyses. Each with their own contacts, all tied to the right company, with no duplicate record.
You don't close with a client in the red.
Each client's credit limit and status sit in plain sight before the deal advances. You decide with the facts in front of you, not after the invoice goes unpaid.
The portal speaks in your brand's name.
The client logs in on your lab's domain, not a generic vendor page. The whole experience says your lab's name, not ours.
The same record runs from funnel to report.
The client who entered as an opportunity is the one who signs the contract and gets the result. One record, from first contact to report, with no duplicating person and company along the way.
A portal that gives your phone back
A big share of the calls a lab answers is clients asking where their request stands. The portal handles that on its own, before the phone even rings.
The client opens the proposal on their own time.
Instead of waiting for someone to resend by email, they go in through the link whenever they want and reread what was proposed. One less call in your day, at no cost to you.
Whoever just looks needs no password.
A tokenized link, no account in your system. The client sees what's theirs and nothing else, and you don't spend the afternoon resetting access for someone who logs in once a month.
The right contact gets what's theirs.
Since company and requester stay split, the proposal reaches exactly whoever asked. Nobody calls complaining they got a document that wasn't meant for them.
Frequently asked questions
What's 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 use the portal?
No. They access proposals through a secure tokenized link, without entering the lab's internal system. Each link lands with the right contact, no password for them to keep.
Can one company have several requesters?
Yes. The company is registered once and you tie in as many requesters as you need, each with their own contacts. The report follows the requester who asked, not the whole company.
Can I control a client's credit?
Yes. You track each client's credit limit and status before the deal advances, so you don't close with a client in the red.
Is this record the same one operations uses?
Yes. The client that enters as an opportunity in the funnel is the one who signs the contract and gets the report. One record, from first contact to result, with no duplicating.
Sales and lab in one system. Time to stop re-typing proposals.
Book a demo and watch your sales flow turn into sampling and a report with no rework, using your services and your prices.