Mendato

The Customer Portal gives your customers a central platform for tickets, operation overviews, and invoices. Available from the Pro plan.

Overview: The Mendato Customer Portal

Why a customer portal is important for building service providers – benefits for you and your customers.

Why Should Building Service Providers Offer a Customer Portal?

How to set up the Mendato Customer Portal – a step-by-step guide.

Customer Portal Setup

Daily work with the Mendato customer portal – operations, complaints, and documents for customers.

Daily Work with the Mendato Customer Portal

With a Customer Portal, Mendato customers increase their closing rate by up to 30% – here's how it works.

Use the Customer Portal to Increase Your Closing Rate

Mendato's digital complaint management: customer portal and ticket system for efficient complaint processing.

Digital Complaint Management (Customer Portal + Ticket System)

Philipp Geimer

Customer Portal & Complaints

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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