A better interface for your business relationships,
in one shared space.

An improved on-platform (NetSuite) customer self-service portal.

As a business you have records in your NetSuite instance that you want your customers to view and interact with (edit, create, delete). These could be: invoices, estimates, service jobs, warranty forms, feedback forms, price lists (any record within your NetSuite account).

The OurPlatz customer portal allows you to setup an on-brand web-app which your customers can use to login and securely interact directly with these records.

Your customers know what they want, but they don’t always know how your business works and who to call in order to obtain the information they are looking for.

The OurPlatz customer portal is a central starting point for customer interactions. Customers can locate what they need, any time of the day or night, without waiting on a phone call or email from your team. This allows you to successfully service larger high-maintenance customers without needing additional resources.

Furthermore, with the OurPlatz customer portal your customers now have the opportunity to update their own business details & contacts. This means your CRM data is being cleaned up directly by your customers allowing you to contact the right people at the right time and increase the impact & efficiency of your customer outreach.

Built entirely on NetSuite it has no integration costs or complexity.

Setup is quick and easy with pre-configured pages ready to go out of the box and our AI assistant ready to help you make any adjustments you need.

You can add your own branding to the portal, making it into your own custom application.

Anything! Everything!

If it’s a record in NetSuite or if it’s information stored on a record in NetSuite, you can configure it to appear in the OurPlatz application.

Out of the box the following pages are setup ready to go:

• Customers

• Contacts

• Cases

• Tasks

• Estimates

• Sales Orders

• Invoices

• Credit Memos

• Deposits

• Payments

Customers

Contacts

Cases

Tasks

Estimates

Sales Orders

Invoices

Credit Memos

Deposits

Payments

You can hide any of these pre-built pages if you don’t want them to show.

You can also add your own custom pages to show any other NetSuite record type you wish.

Absolutely free!

With pre-configured pages available out of the box and access to our AI setup assistant for further customization, you don’t need to pay for a complex and lengthy setup process.

Just add your logo.

The OurPlatz customer portal comes pre-configured out of the box and ready for immediate use. Adding your own logo and branding takes no time at all. You are then free to continue to tweak the application as you go.

Anyone can set up the OurPlatz customer portal.

Our AI setup assistant is here to help, ready to guide you through any customization you wish to make. Setup is simple and we’ve made sure you don’t need a degree in computer science to figure it out.

We’re here to help.

If you’re team is under the pump and you simply don’t have time to setup the OurPlatz customer Portal, reach out and we’d be happy to find a consultant that can help you.

The OurPlatz customer portal is both a mobile app and a website which can be accessed through any web browser on any device (no install required).

The OurPlatz customer portal app will adjust itself responsively to match the dimensions of the device being used. It has a mobile layout and a desktop layout, each optimized to improve the user experience on the corresponding devices.

Your business can have it’s very own installable app!

Built as a “Progressive Web App” (PWA), the OurPlatz customer portal can be installed to a mobile or desktop device if your customers would like to save it for later.

On mobile devices your customers will be asked if they’d like to save the application to their device when they first access it. Once saved it will appear on their home screen as any other app, but with your own logo and title.

The OurPlatz customer portal can be accessed through any web browser on any device.

You will be provided a URL that you can distribute to your customers any way you wish. We recommend adding it as a “Log In” button on the home screen of your own website.

Furthermore when you setup a new user, they will receive an email with a link to the application.

Yes, any record can be edited, created and/or deleted.

Assuming you’ve given your customers permission to do so. This functionality is based on a role based system giving you full control over which records your customers can interact with.

Note: We highly recommend that you do not give your users permission to delete records. A safer alternative is to add a custom “Deactivate” checkbox (or similar) and adjust the portal settings to automatically hide such records from the user.

Yes, users can view, download and upload files!

These files can be stored in fields on records within your NetSuite account and also within the File Cabinet.

Yes, your customers can manage their own users & passwords.

If you are a B2B business with customers that may have multiple team members that need to interact with your business you can give each of them unique access.

You can assign an “Admin” like role to one of their users who will then be able to create, update and de-active users within their team (and even reset passwords).

Any user (even non-admin users) also have the ability to recover their own password without intervention from your team.

The OurPlatz customer portal uses a role based system that restricts the pages the user can see, as well as the permissions they have for interacting with each record type (edit, create, delete).

Furthermore the OurPlatz customer portal allows you to setup customer-based filters to control exactly which record instances each user can view.

The OurPlatz customer portal allows you to setup customer-based filters to control exactly which record instances each user can view.

This means users can only ever access data from records related to their own customer. You maintain full control over the definition of which records are associated with which customers.

This allows you to customize the records that appear to match your own business requirements.

Yes, you can add your own logo.

This logo appears in-app and also on the home screen icon used when the application is installed to a device.

You can also setup custom banners to appear to further brand the application to match your business.

Yes, you can rename the app something completely different to align with your own brand (e.g. “My[Business Name]”, “Go[Business Name]”, “[Business Name]Connect”).

This custom name will appear throughout the app as well as changing the title shown next to the app shortcut (if your customers install it to their homescreen).

Yes, you can change the color scheme to match your brand, selecting from one of our pre-built and carefully tested color schemes.

The application also has both a light mode and a dark mode which is toggled automatically based on your customer’s preferences.

Why do we offer a limited selection of color schemes? This way we can test each one to ensure they adhere to accessibility requirements. This means you can be certain every one of your customers can interact with your business, no matter their circumstances.

Yes, you can add your own pages linked to any record type within NetSuite and these custom pages will appear in-app like any of the pre-existing pages.

Your pages will show a list of records of the selected type and will also allow the user to click on any single record to view it and interact with it according to the permissions you provided them.

A “record type” is any single type of record within NetSuite. Some examples include: Sales Orders, Item Fulfillments, Invoices, Cases, Tasks, Contacts and Projects. Each of these are a type of record.

In the OurPlatz customer portal, each custom page you add is linked to a single type of record in NetSuite and will show a list of those records.

Yes, pages can be grouped underneath parent headings and you can create you own groups as needed to match your business needs.

The order of pages appearing in-app can also be customized to bring the most important pages to the top.

Yes, you have full control of which fields show on both the single record view and the list view.

Lists can also be setup to display columns that are evaluated by search formulas or even values pulled from related records.

You can even show different fields in “edit” mode vs “create” or “view” mode to further stream-line the user experience.

Yes, you have full control over the display type of fields on records. This means you can setup the OurPlatz portal such that when editing a record only some of the fields can be modified.

Yes, when viewing a single record you can configure custom sublists to appear to show other related records.

When the user clicks on those related records it will take them to view the record they selected in-app (if they have been given appropriate permission to view the record).

Yes, if you have users that work across multiple entities you can set them up to access data from all related entities using a single login.

Alternatively, you can also give them individual login credentials for each entity, if that better fits with your business requirements.

Yes, roles are fully customizable and you also have the ability to create new roles that make sense to your customers.

The OurPlatz customer portal comes with some roles pre-packaged ready to use. You are free to deactivate these roles if they are not appropriate for your business.

If you want to keep it simple for your customers and you only want a single role, you are free to deactivate all but one.

You also have the option of setting specific roles that are only visible to specific customers (for the scenario where you have different ways of interacting with your different customers).

Yes, the OurPlatz customer portal roles are linked to and based fundamentally on NetSuite’s role system ensuring that strict access permissions are enforced across the application.

Yes, you have full control over which records appear on each page.

At the lowest level you get to setup the definition of which records are related to which customer to make sure users only see the records that relate to their own customer.

Furthermore you can set page-by-page filters to show specific types of records on a specific page, or to exclude certain records from the results (e.g. Only show “Maintenance” type projects on the “Maintenance Agreements” page OR hide all “Spare Parts” estimates from users with a specific role).

As much as you like, or as little as you like.

With page-by-page filters you can control how much information your customers can see on each page.

We recommend adding a basic date-range filter to your pages so your customers are not overwhelmed with information from 10 years ago!

At this point in time, no.

Anything displayed in the OurPlatz customer portal must exist somewhere in NetSuite.

But watch this space! We continue to release new features month-by-month and this is one we’ve been thinking about

Yes, your custom banner on the login screen and home screen can be used for marketing material.

Additional images/banners can also be added to the home screen & alerts can be configured to show depending on various criteria for each record type.

We have plans for further enhancements in this space, so stay tuned!

You can make use of the pre-configured OurPlatz customer portal app with up to 25 users.

You cannot add custom pages on the free tier, but you can customize the branding to match your business and also use all of the pre-configured pages (see the pricing section above for further details).

Use it for as long as you like.

You only need to move to a paid plan if you’d like extra users or when you’re ready to begin adding your own custom pages.

Reach out and we’d be happy to work out a the right plan together.

A user is a single person who has been given access to login to your application AND who has logged in to use it.

Your customers may have more than one user if they have a whole team that need to interact with your business.

Users may also be related to more than one customer if they work across multiple business entities.

The easiest way to think of a user is as being one individual person actively using your app.

Yes, month-by-month we continue to release enhancements and bugfixes that you will be able to use when you have jumped onboard.

Most new features and all bug fixes will be added directly into your account read for you to use immediately.

From time-to-time we’ll even release entire industry specific add-on modules. These add-on modules may require additional licensing and cost depending on the nature of the add-on.

If you bump into any issues or have any questions you can reach out to us through our support ticket system.

No, we do not publish a roadmap publicly. But we do have lots of plans for ongoing enhancements and new features.

Operating this way allows us to remain flexible and respond quickly to your feedback!

Contact us to submit any feedback you have. Positive feedback, negative feedback, all feedback is welcome.

We collate this information together and look for trends across businesses. We then prioritize our work and future plans based directly on your needs.

In this way we make sure we’re always working on what’s most important to you!