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Building Stronger Relationships, Customer portal, Partner Portal, Self-service portal

7 Min Read

Facilitate relationships with partners and customers using Creatio portals

Creatio portals can help you to facilitate long-term relationships with partners, contractors, stakeholders, and customers, and is designed for various use cases and business scenarios.


Did you know that 89 percent of U.S. consumers expect brands or organizations to have an online self-service support portal?


The portal eases your administrative load by freeing up various communication channels (e.g., phone or email), and deflects incoming requests by empowering external users to resolve incidents, service requests and other types of inquiries on their own, easing the workload of your support service.

Working with the portal:

On the portal, users can find answers to frequently asked questions, use reference information and other materials that are published in the Portal Knowledge base, as well as register cases to the support on their own or receive prompt answers to their questions from company employees in the feed. Portal users can participate in other (custom) processes, e.g., agreeing requests, providing services, etc. They can view, edit, or create records or add notes and attachments.

Creatio portal is a component that provides a way to open up various parts of your system to external users (e.g., customers, partners, contractors, stakeholders or even teams within your company).

In Creatio, a portal is a custom branded workplace that provides secure and managed access for various types of “portal users.” A single interface creates a “one-stop-shop” for both your employees and external users, provides familiar configuration tools (e.g., business processes, access permissions), and creates a subset of Creatio with refined and curated content and available functionality.

Three portal configurations facilitate the most common use cases - self-service portalcustomer portal, and partner portal. You can use them at the same time.

Use Cases for Creatio Portals

Creatio portal is suitable for a variety of use cases, the most common being:

Customer self-service

You have seen this as in technical support. Give a self-service option to your customers and focus the time and expertise of your support agents on important tasks. Empower your customers to submit support cases and track the resolution progress directly on the portal. Provide them access to your knowledge base articles and help them find answers quickly. Service multiple customers at once avoiding queues and loss in productivity. 

Communications with internal and external customers

An example is an HR portal. Configure the ability to service external employees and contractors who do not actively use Creatio: create applications, submit them for approval and track their progress. An HR portal can act as a central hub for all the important company documents and policies that are in the public domain.

Interaction with external users (clients, dealers, and partners) at all sales stages

Create partner programs, process leads and close opportunities along with your partners by using lead management and corporate sales processes. Keep track of the partner tiers, training sessions, and certified experts.


Creatio Self-Service Portal


More about Creatio portal options....

We help you get the answers you need with sales, marketing, and service software.

Interested?  Select


Learn more about various portal configurations and their use cases in the following article: Add value to your business with 3 portal options in Creatio 

Creatio Portal User Guide PDF

Topics:   Building Stronger Relationships Customer portal Partner Portal Self-service portal

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