• Previously Iciniti
  • Phone: 1-866-424-6484
  • Email: sales@conligo.ca

Conligo OneView

Conligo OneView (formerly known as Iciniti Portal) is a Sage 300-integrated portal that allows your customers to view and pay their open invoices from anywhere, anytime. 

 

The perfect solution for B2B ecommerce

Sage 300 ERPConligo 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!

WHY CHOOSE US?

EFFICIENCY

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.

EASE OF USE

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.

SUPPORTS

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.

GREAT SERVICES

  • Supports National Account for one view across all your customers’ accounts.
  • One-stop configuration and setup for all your customers.
  • Integrated into all the Conligo family of products for seamless management.
  • Provides analytical data and information on your customers' transactions and services.

Our cloud-based solution integrates your Sage 300 or other ERP system with your customers' accounts receivable and payments data, allowing you to manage critical reconciliation processes directly from your ERP.

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





Contact us

We’d love to chat about your vision for your business,
and how Conligo can help make it happen.
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