ConligoConligo OneView (formerly known as Iciniti Portal) is an ERP-integrated portal that allows your customers to view and pay their open invoices from anywhere, anytime. Perfect for ecommerce in a B2B setting, the intuitive interface empowers customers to view their essential invoicing and transaction information, including their accounts receivable history, open and past invoices, credit and debit notes, and payments.
Conligo OneView has made it easy for you to provide your customers with a complete self-serve portal that passes vital order, payment, and customer information directly to your ERP. Your customers will be able to view a dashboard with information that includes outstanding balance, open and paid invoices, orders, and credit notes. The portal will automatically notify customers via email about new and outstanding invoices, as well as payment confirmation. The Quick Shop feature also allows them to place reorders or new orders while viewing and paying invoices, with our Conligo Pay solution making ERP-integrated transactions quick and easy!
Conligo OneView portal gets you paid faster with features like automated customer account creation, complete notifications, and integration with Conligo Pay to reduce payment friction and increase cash flow.
Conligo OneView portal connects to your Sage 300 and other ERP platforms, providing your customers an easy way to view their account, order more items, and pay outstanding balances.
Conligo OneView is a complete cloud-based application that allows access from any computer, tablet, or mobile device, providing you and your customers the ability to view up-to-date information at any time.
Features and Benefits
Number of Customers
Admin
Real-time Integration with Sage Customer Data
Mobile Friendly
Customized look and feel
Automatically create new customer account
Conligo Pay payment card solution incorporated
Select and set up your preferred payment gateway
Customer accounts dashboard
Customer notification for new invoices
Customer notification for overdue invoices
View your Conligo subscription and invoice history
Sage National Accounts invoicing and tracking
Manage all your Conligo products through one convenient portal
Provide customers with quick-buy, auto reorder opportunities (ecommerce)
Customizable shopping inventory administration (ecommerce)
Customer
Secure online portal
Secure online payments
View open invoices
Save or print invoices
View payment history
View transaction history
View account information
View order history
Track order shipping
Make additional purchases, enable auto-reorder (ecommerce)
MS Teams integration
Slack integration
Personalized URL
Basic
package
Up to 1000
advanced
package
Up to 2500
ultimate
package
Unlimited