Self-service client area
Your clients get their own dashboard to manage their services, place orders, pay bills & more. Brand it with your own domain, and customise it so it fits your business.
The self-service client area is as slick and simple as the rest of Upmind, and presents an excellent professional face for your business.
Easy branding
Make the client area your own with a custom domain and easy quick branding options. You do not need any technical experience.
Configuration options are provided to change and adapt functionality to different needs.
We provide widgets too that you can easily integrate into your frontend websites.
View and pay Invoices
Upmind puts as much power in the hands of your clients as possible. They can adjust their billing profile, manage payment methods, upgrade and downgrade services, or place new orders and cancellation requests.
Place new orders
Clients can browse your shopping cart and order new products and services. Based on their price list or existing services you may show them unique products, prices or discounts.
Product integration
Upmind connects directly through to your products via their APIs, so customers can manage them directly in your client area. That may just be a single-sign on (SSO) link, or a full featured embedded integration.
Customer Support
An advanced customer support system is built into the client area. Use it for simply notifying your customers, tracking correspondence, or as the communication hub of your entire business. You can pipe in your emails too.
Security & 2FA
You can optionally force two factor authentication for all of your clients. Allow password resets and IP lockdowns.
All user activity is logged.
And much more..
Upmind empowers yours clients, increasing their satisfaction with your business and reducing your overheads.
View email history
Customers can raise enquiries with you, and track your response, through an integrated customer support desk.
Manage Account
Edit profile settings, logins, address and contact information.
Manage affiliate scheme
Enable an affiliate scheme for the clients to refer others
Mobile responsive
The client area is full mobile responsive
Custom API integrations
Use our extensive API to integrate client logins
Support PIN
Generate customer support PINs in order to verify clients.
From the docs
See our comprehensive documentation for all guides and tutorials.