Our Customer Portal integration is an add-on feature to allow your customers access to their records and manage their account with you online.
You will require a monthly subscription to our Customer Portal.
To add the Customer Portal to your Proptimise instance, visit your dashboard menu and select Tools, Integrations, click the “Add New” button, search for “Customer Portal”, fill in the configuration variables with your details, and then click Submit.
The branding of your customer portal will be made up of your company “primary colour”, “secondary colour” and “banner logo”.
Header Menu Name
The Label that you wish to appear as your top Header Menu website links.
Header menu URL
The URL for the Header Menu Name
The Customer Portal Integration is a Proptimise custom integration