Client-side operations start after conversion
Once a lead becomes an active customer, iTech System can support the delivery and account-management side of the relationship through the portal, project tools, support tickets, files, and commercial records.
Client portal functions
- Customers can review shared documents and account information.
- Depending on permissions, they may access projects, tasks, files, invoices, estimates, proposals, contracts, subscriptions, and tickets.
- The knowledge base can be used as a self-service support layer.
Projects and delivery
Projects organize work after the sale. They can hold tasks, milestones, discussions, files, activity, timesheets, and linked financial records. This makes the platform useful not only for winning work, but also for delivering and tracking it.
Tickets and support
Tickets are used when the customer needs help, follow-up, clarification, or issue resolution. They create a structured support history and keep requests from getting lost in email alone.
Billing records
The financial side of the platform can include estimates, proposals, contracts, invoices, payments, subscriptions, and credit notes. These records support the formal business relationship once pricing and scope are confirmed.
How it all connects
- A lead becomes a customer.
- A customer can receive a proposal, estimate, or contract.
- Approved work can move into projects or ongoing service.
- Invoices and payments track the billing side.
- Tickets and the knowledge base support ongoing service after the sale.
Recommended usage pattern
Keep the customer journey connected from first contact to post-sale support. The more your team keeps projects, files, billing, and tickets attached to the same customer record, the easier it becomes to manage the full account lifecycle inside iTech System.