We are excited to announce the launch of our new Customer Portal, a game-changing addition to the Essembi platform. The Customer Portal is specifically designed to revolutionize how your team shapes the product roadmap, responds to customer feedback and prioritizes urgent support issues.
This powerful tool offers a host of benefits for both your team and your customers, creating a seamless feedback loop that drives innovation and improves customer satisfaction.
One of the best parts - the Customer Portal is free. No charge on a per user basis as part of our commitment to providing simple pricing. And we promise, no fine print on that!
Boost Customer Engagement and Drive Your Product Roadmap
The Essembi Customer Portal is designed to enhance customer interaction and provide valuable insights for your product team. Here are the key benefits it delivers for software companies:
- Promote Customer Feedback: Encourage customers to share their thoughts and ideas directly through the portal. This increased feedback drives new features and ultimately leads to higher customer retention.
- Build the Right Features: Leverage data-driven roadmaps based on customer insights to make smarter product investments. Understand what your customers need and prioritize accordingly.
- Increase Customer Satisfaction: Implement transparent issue tracking to reduce support costs and boost overall customer satisfaction. Keep your customers in the loop and build trust through open, transparent communication.
- Attract New Customers: Showcase your product roadmap and attract new customers with the transparency and world class support provided by the Customer Portal.
- Meet Regulatory Requirements: Publish detailed change logs for updates to adhere to regulatory requirements for your customers.
Customizable Views and Forms for Your Customers
The Customer Portal offers a range of views that can also be customized to your specific needs:
- My Tickets: Allow customers to submit and track the real-time status of their tickets.
- Product Roadmap: Display a curated roadmap for customers to review and provide feedback on prioritization.
- Feedback: Empower customers to submit and track product feedback, keeping them engaged and generating new ideas for your team.
- Feature Ideas: Curate a list of new feature ideas submitted by all customers for review, helping you prioritize your roadmap.
- Release Notes: Publish a comprehensive list of changes in new releases for easy customer reference.
- Known Issues: Maintain a transparent list of known issues to reduce support volume and build trust.
- Custom Views: Build your own custom views of any data in Essembi and publish them in the portal for your customers.
Explore a product tour for the Customer Portal to learn more about the views that are available and how to customize individual views as needed.
Powerful Features, Simple Deployment
The Customer Portal is designed to be powerful and user-friendly for both you and your customers. Customize the Customer Portal using simple no-code tools:
- Branding: Make the Customer Portal fit match your brand by adding your logo, banner image and company-specific subdomain.
- View-Level Data Security: Customize what data customers are allowed to see in individual views in the Customer Portal - their own data, data curated by your team or all data. Manage this through the simple view customization tools in the Customer Portal setup in the main Essembi app.
- Record-Level Data Security: Mark individual records throughout the app as public or private to control customer access to the data within the Customer Portal. Use filters to easily report on what records have been marked as public.
- Customer Access Controls: For public and user specific views in the Customer Portal, customers must login to access the view or submit new records. All security for customers is managed via SSO with Google or Microsoft
- Publishing Views: Design views and forms specifically for your customers and use the Customer Portal setup to configure exactly what customers will see. Establish view level security for each view added to the portal.
- Data Entry Forms: Allow customers to create or edit records with custom forms for easy data submission. For example, slim down the ticket entry form to a simple issue summary and description field to make data entry easy for customers. The description field is a long-text field in Essembi which enables customers to add screenshots, format steps to recreate issues, add files and insert links.
- Light and Dark Mode: Customers can select if they run the Customer Portal in light or dark mode.
Deploying the Customer Portal is super simple and can be done without any code or technical expertise.
For more details on all the features and customization options, check our help page for the Customer Portal.
Built on Essembi's Powerful Core Architecture
The Customer Portal showcases the power of Essembi's core building blocks.
We built the portal by leveraging our views - enabling views to published to a customizable separate layer for customers or other stakeholders. We added properties to the views to enable security and custom, slimmed down forms to be published specifically for portal users.
The result is an extremely customizable and scalable customer portal that is simple for software teams to maintain in the long run.
Essembi's Customer Portal is Free!
Essembi's Customer Portal is completely free. The users that access private records do not count towards your overall seat count in Essembi.
Get Started Today
Experience the benefits of Essembi's Customer Portal to get enhanced customer engagement, data-driven product roadmapping and increased customer satisfaction. Plus take advantage of all Essembi has to offer for software teams in its core app.
For New Customers
New customers will have default Customer Portal views available for immediate deployment. Simply:
- Navigate to Settings > Customer Portal.
- Enable the customer portal using the "Enable Customer Portal" option and set a sub-domain name.
- Optionally deploy custom branding in a logo (300px x 300px) or a banner (1500px x 150px).
- Select the launch button.
The portal URL can be added directly to your website for customers and users to begin accessing. Here is a link to get started for free for up to 5 users.
For Existing Customers
Existing customers will not have default views deployed in the Customer Portal due to customization that may have been done by teams.
Instead, existing teams have one additional step to complete to quickly stand up their own Customer Portal:
- Navigate to Settings > Customer Portal.
- Enable the customer portal using the "Enable Customer Portal" option and set a sub-domain name.
- Optionally deploy custom branding in a logo (300px x 300px) or a banner (1500px x 150px).
- Select views to be deployed for the Customer Portal along with the forms and data security that will be used for the portal.
- Select the launch button.
Take a Product Tour
Explore some of the key features of Essembi's Customer Portal through an interactive product tour.
Setup a Free Consultation from an Essembi Expert
Essembi is available to help new or existing customers with the deployment of the Customer Portal. Book a free session from an expert.
