ContractPilotby MerLogic
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Customer service

Customer portal and feedback

FROM PROBLEM TO SOLUTION
SOUND FAMILIAR?

Another email: what is happening with my case?

Customer replies and attachments get scattered. They have to keep asking for an update.

You have to piece the details together to see the full picture.

HERE IS HOW CONTRACTPILOT HELPS

A shared place for the case.

Replies, attachments and ratings without creating a separate customer account.

WHAT THIS MEANS FOR YOUR WORK

Replies and attachments alongside the specific case.

Protected accessSatisfaction
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Customers follow and reply to their own case through an expiring link received by email.

What can you do in this module?

  1. 01

    An expiring, revocable portal link without a separate customer account.

  2. 02

    Only customer-facing messages and their attachments are visible; internal notes and work logs are excluded.

  3. 03

    Replies with multiple supported attachments and checked file processing.

  4. 04

    Notify the owner on a new customer reply and resume a waiting case.

  5. 05

    Review a resolved case and reopen it during the permitted grace period, before automatic closure.

  6. 06

    A one-time rating from 1 to 5 and optional written feedback on a resolved or closed case.

Open a specific customer case

The emailed link concerns one case, can expire and can be revoked. Customers see messages addressed to them and shared attachments. They do not gain access to internal worklists or other partners’ cases.

Reply, resolution and feedback

Customers can reply and submit supported attachments, notifying the owner. After resolution, they can report a continuing problem within the permitted period. A one-time rating from 1 to 5 and written feedback help improve service.

Availability and operating conditions

The portal gives access to a specific case; it is not a general customer-account self-service system. Expiry and revocation control access.

Available functions depend on your organisation’s setup and your permissions.

INSIDE THE APPLICATION

See the interface in use.

Application screenshots with sample data. Click an image to explore the interface and related actions in a larger view. Images show the Hungarian interface; the application also supports English.

New service case
ContractPilot – new service case, Hungarian interface: Record a service request against its partner and contract.

New service case

Record a service request against its partner and contract.

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