Customers Self-Service Interactive Portal
A Complete Customer Self-Service Experience
iProperty Cloud Customer Portal gives your customers, Tenants, Leaseholders, Buyers and Sellers full access to everything related to them at your end. Your customers will be able to manage their information, their GDPR Consents, Raise Repairs, Book appointments, Report ASB, Make Complaints, Raise Queries, Support Tickets, manage, view and update their documents, watch and read educational content, respond to surveys and get updates on their property sale, letting, shared ownership, stair-casing, mutual exchange or any other case or information about their property.
Fully integrated with Dynamics 365/Power Platform
iProperty Cloud Customer Portal is fully integrated with your Dynamics 365 and/or Power Platform solution. Every action by your customers or prospects on the Portal is captured and directly updates your customer record or relevant record on your Microsoft Dynamics 365 solution. For example, the whole customer journey is mirrored between iProperty Cloud Portal and your Dynamics 365 solution from the point of first contact when the customer fills in a Lead form online all the way to registration, approval, providing any required documentation, to customers managing their account, their information, their documents, consent as well as create, update and get latest information about their cases and processes related to them. On the other hand, from within your Dynamics 365 solution, you can send your customers surveys, create tickets for them, upload documents for their review, chat with them and respond to all their queries all within your current existing Dynamics 365 solution and without your Team having to navigate to a different application to communicate with your customers.
Interactive Customer Journey between Portal & your D365 Solution
With iProperty Cloud Customer Portal, you can build your full customer journey on the portal and have it staged, checked, approved and fully monitored from within Dynamics 365 including eligibility checks, approval criteria and required documentation all matched up to a corresponding Power Platform Business Process Flow (Dynamics 365 BPF).