Manage relations with your customers and partners
Make your customers and partners the driving force behind your success, thanks to an intuitive, collaborative exchange space.
A private access for your customers and partners
Involve your customers
- Give your customers access to an intranet where they can exchange information with you via secure end-to-end messaging, access all their documents (contracts, invoices, conclusions, reports, etc.), and complete any documents you request. Take advantage of this intranet to send them targeted, intelligent information recommended by AI via the marketing module, and give them access to your firm’s directory.
Engage your partners
- Work with your partners as if they were in the office next door by giving themexclusive access to a secure space where they can write their own reports and conclusions, exchange with you via secure messaging and access all their documents.