01 · Invite
Give the customer access.
Connect the account to the appropriate customer records and enabled systems.
CBMGO Portal — module website
Let customers check their own work without calling your desk.
Who it is for
Customer self-service
For your shipping customers or the clients whose stock you store.
What you do
The daily workflow
Customers sign in to see their permitted shipments or warehouse stock, submit supported requests, and view invoices.
What you get
A result you can check
A customer view of the records your team maintains, with access limited to that customer.
Use it on its own or together
Connect to SCM for freight or WMS for inventory and fulfillment. Portal needs an operating system supplying the records; it does not manage a warehouse by itself.
Customers sign in to see their permitted shipments or warehouse stock, submit supported requests, and view invoices.
01
Follow the workflow
See the team, the task and the result.
02
Check the fit
Review dependencies and the current scope.
Customer access
Give customers a clear view of their own records.
A portal is a secure customer sign-in. Your team runs the operation; the customer checks the information and requests available to their account.
02 · Review
Let them check progress.
Show their permitted stock, shipments, orders and invoices.
03 · Request
Keep requests in the workflow.
Customers use supported forms rather than starting a separate email for every request.
What is inside
Three audiences, one record underneath.
The public site
Company pages, tracking, forms
Customer dashboard
Shipments, documents, invoices
Staff inbox
Every submission, one queue
Fig. 1 — One telephone call, or one lookup.Illustrative workflow
The public site tracks without a login; behind the login, quotations, documents, the balance.
One real screen
Every form on the site ends up in one queue.
Inbox — unassigned first
5 open
| Received | Form | From | State |
|---|---|---|---|
| 08:14 PDT | Quote requestLAX → ICN, 3 pallets | Kim Trading Cohas an account | Unassigned |
| 08:02 PDT | Pickup requestVernon, Thu after 14:00 | Vela Imports | Converted → pickup |
| 07:36 PDT | Quote request“SEO services” | — | Spam |
Assigned, answered, spam, or converted — without leaving the queue.
Two of these are not customers.
The queue shows all kinds the same way, because sorting them is the job.
Get a demo
See the customer experience for your operation.
Choose a warehouse or freight workflow, then sign in as the customer to see the information available to them.