Customer information is often technically available but hard to find.
Clients ask for updates because projects, documents and commercial records are spread across email threads, internal records and attachments.
PORTALS & CUSTOMER EXPERIENCE
Give customers one clear place to see what matters.
GreenMethod extends Odoo Portal into focused customer experiences where clients can find relevant projects, documents, commercial records and actions without navigating your internal ERP.
Relevant customer work becomes one focused workspace.
GreenMethod keeps native Odoo access protection while shaping the customer-facing experience around what the client actually needs to do.
CAPABILITIES
What portal experiences can include.
01
Customer Workspace
Present relevant customer information in one structured portal.
02
Project Visibility
Expose appropriate delivery information without exposing internal management data.
03
Documents
Upload, download and manage customer-facing documents.
04
Quotes & Invoices
Make commercial documents easier to access.
05
Travel Portal
Bring traveller, itinerary, voucher and document information together.
06
Workspace
Provide practical workspace tools around process, planning and commercial documents.
WORKFLOW
From customer need to shared workspace.
NeedAccessProjectsDocumentsCommercial RecordsActionsSupport
OUTCOMES
Customers spend less time asking where things are.
- Cleaner customer-facing workspace
- Less searching through email
- Controlled access to the right records
- Better document and action visibility
- More consistent customer experience
NEXT STEP
Ready to make the system fit the way your business actually works?
Tell us what is currently difficult, manual or unclear. We will help you identify what Odoo already solves, what should be simplified and where GreenMethod should extend the system.