Corporate CRM & Customer Portal Demo

Engage customers, manage leads, and streamline service through one modern portal.

CORPVIEW CRM gives clients a secure portal, appointment booking, live support, and simple order/invoice tracking with a polished enterprise-ready experience.

CRM

Customer Portal

Login, view invoices, order history, support tickets, appointment status, and updates all in one place.

  • Secure login and registration
  • Invoice, order, and payment history
  • Support ticket tracking and notifications
Portal Preview
Invoices

View and pay

Support

Open tickets

Appointments

History & schedule

Notifications

Real-time updates

Contact & Inquiry Forms

Lead capture, quote requests, and WhatsApp integration make customer communication effortless.

  • Smart contact and inquiry forms
  • Live customer support chat
  • WhatsApp inquiry button
Live Support

Connect with support through chat or WhatsApp, and submit quote requests directly from the portal.

Appointment Booking

Schedule meetings, consultations, and customer calls with a polished appointment flow.

  • Service selection and date/time booking
  • Booking confirmation and reminders
  • Consultation request form

Book a Consultation

Customer Dashboard

Track leads, orders, invoices, appointments, and support tickets from your dashboard.

Requests

Monitor open inquiries and support tickets.

Orders

View purchase history and invoice status.

Notifications

Receive updates for appointments and follow-ups.