With the Client Portal serving as a virtual storefront to your clients, it is critical to put your best face forward. That’s why the portal is a customizable platform to fit your brand. In just a few clicks, the experience can be personalized to represent the look and feel of your business.
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In one professionally packaged, white-labeled web-based portal, your clients can place and track shipments, view and pay invoices, run reports, and more allowing you to provide first-class services with a first-class look.
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The portal’s mobile-first design gives your clients a seamless user experience, ensuring that they’re able to stay productive and fully connected with all the functionality using their favorite devices such as phones, tablets, and notebooks.
Time is money. Help clients save time by making the shipment process easy! Pick up the tempo on recurring pickups and deliveries using templates. By simplifying the experience to an easy 2-click process, shipment entry into your logistics management software can be completed in under 10 seconds, allowing your clients to streamline with reduced data entry and clerical errors.
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Let clients take control of their finances with easy access to their invoices and payment methods all within the portal. Clients can view rates and surcharges when creating a shipment, pay online with a credit card, view reports on shipment history, past invoices, and more. Advanced invoicing configurations allow for fully customizable invoicing templates, designed to look how you want – with as much or as little detail as your clients’ request.
With the busy hustle and bustle of the office place, staying on top of shipment tracking and completion can be a challenge. Clients need to know where their dozens – or even hundreds – of parcels are within the shipment lifecycle.
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The Client Portal makes tracking easy with several options at their fingertips. Clients can track the status of each shipment and view parcel-level status codes and scanning results, including OS&D. And, with VPOD (visual proof of delivery), scan history, and electronic signatures, clients will know where each parcel is at all times and have the documentation securely attached to each shipment.
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Cater to high-volume clients? We’ve got you covered. Tracking results will display based on your client’s search criteria and input values in an easy-to-read format with the most current information for up to 500 parcels at a time.
Ease of access to information is key in today’s on-the-go culture. Whether your company’s focus is on B2B goods or B2C home delivery, your clients and their recipients want the important details regarding their shipments.
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Make communications effortless with automated alerts and notifications. Push, email, and SMS notifications are a smart and easy way to let clients know when a driver is en route, has arrived, and picked up or delivered a parcel. If something changes in the driver’s day, your client can receive an updated notification automatically. Virtually any shipment status event can be shared with configurable alerts.
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Enhance your ability to attract business from national shippers by providing a branded communication process to the consignee. As the carrier, your alerts can be customized and automated to appear to be coming directly from the shipper to the consignee throughout the lifecycle of the shipment.
Designed to emulate the paper version for familiarity and ease-of-use, route manifests are synchronized to a driver’s phone. Visible in the Driver App or in the Client Portal, clients can follow their package and your driver on a live interactive map just like Uber.
It is as easy as checking a box on shipment creation to add clear and obvious indicators to your shipments so drivers know which clients prefer contactless pickup or delivery.
Rather than submitting each shipment one at a time, you can give your clients the ability to add all their shipments into their cart and then place them together at once, just like a shopping cart.
Choose the US payment processor that works best for you using our flexible credit card gateway enabling you to get the best card rates. Pay online, pay invoices, and having the flexibility to charge on-demand or instant payment for services rendered are just a few of the many ways you can set up payment.
Maximize your fleet’s performance with tools designed to increase financial performance. Allow your clients to understand how much they're shipping, view on-time performance metrics, and create a wide range of reports.
Recognized as the most sophisticated driver settlement algorithm on the market, this feature allows you to pay drivers different rates for different types of work. Contractors receive advance settlement details and a breakdown of commissions through the portal, ensuring IC regulatory compliance.
CXT Software is the leading provider of last-mile, route, and on-demand shipment management technology for logistics needs throughout North America.
