Extension for Raynet

Client portal for Raynet CRM

Give your customers their own login to a portal connected to Raynet. They can see their deals, activities and knowledge base — all in your branding with article and category management right from the admin panel.

What the portal offers customers

Everything connected to Raynet and accessible after login.

Who is this for

  1. Service

    Service and support teams

    Customers check the status of their cases themselves and find answers in the knowledge base.

  2. Projects

    Project-driven companies

    Clients have an overview of their deals and activities in one place.

  3. B2B

    B2B companies with multiple clients

    A multi-tenant portal in your own branding for companies that want to give customers access to data from Raynet.

Recommended with this extension

Products most often combined with the Client Portal.

Synchronization I am the owner/manager I manage projects & tasks Service/project company OneDrive SharePoint Microsoft files projects webhook

OneDrive & SharePoint ↔ Raynet

Automatic folder structure, full-text search and archiving rules. Chunked upload for 100 MB+ files.

Microsoft 365, construction, manufacturing Detail
Synchronization I am the owner/manager I manage projects & tasks Service/project company Redbooth projects files webhook

Redbooth ↔ Raynet

One click from a deal creates a workspace in Redbooth. Capacity calendar, Box integration and bidirectional sync.

Agencies, consultants, IT Detail
Ready to start?

Launch your own customer portal on top of Raynet CRM

Deals, activities and a knowledge base in your branding, multi-tenant and with content management from the admin panel.

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