AI that understands your business
Modules / Productie
Customers sign in securely with a one-time code and only see what you make available.
Review, accept or reject quotes; open and pay invoices; follow and manage appointments.
Booking, appointments, documents and customer data come together in a white-label surface.
Not a separate customer portal beside your stack, but the same dossiers and permissions SideIQ already understands.
01
The SideIQ customer portal gives external contacts secure access to the exact surfaces that matter to them. OTP and sessions control access, while scopes decide which tabs and actions are visible.
02
customers request a code by email and enter without a full account
03
review, preview, accept or reject quotes from the portal
04
follow invoice status, view PDFs and start payment flows
05
see upcoming and past appointments with detail, location and customer actions
06
choose available scheduler pages and book a slot directly
07
logo, colours, portal slug and host configuration match your brand
08
decide per link or session whether invoices, quotes, appointments, scheduling or entities are visible
MODULE · CUSTOMER PORTAL
Klantportaal geeft klanten toegang tot documenten, afspraken, offertes, facturen, dossiers en acties zonder dat je team context moet overtypen.
Most customer portals are separate environments where invoices, documents or tickets are synchronized again. That quickly creates status drift, duplicate uploads and limited context.
The portal uses the same customer relationship, the same scopes and the same underlying records. A quote acceptance, invoice payment or appointment confirmation belongs directly to the dossier your team already works in.
Customers get self-service without you losing control. You decide access, branding and available actions; SideIQ protects sessions, scopes and tenant isolation.
Why this is necessary
Without a connected customer portal, your team must continue to share a lot of information manually. Customers ask for status, documents, appointments, invoices, reports or signatures, while that information often already exists internally.
That is exactly where separate portals fall short. They give customers an entrance, but are often next to the real thing. As a result, your team still has to synchronize, check and follow up. Once customer actions live outside SideIQ, the system loses context about what the customer saw, did, or requested.
SideIQ therefore makes the customer portal part of the Business Operating System. Customer access, documents, appointments, quotes, invoices, signing and actions remain connected to the same files and workflows. The more customer interaction runs through SideIQ, the better the SideIQ brain understands what is open, what the customer is waiting for and what follow-up makes sense. This way you give customers more control, without losing control or context.
review a quote, compare variants and send back acceptance or rejection
see open amounts, payment status and payment options from one tab
view details, confirm, cancel or request a reschedule
choose a meeting type and book an available slot directly
view portal-enabled entities through the same card components used internally
