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Your business, in one piece.

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Get a demo accountLive sample shops

+27 87 150 9305info@bx1x.com

Give customers everything, in one place.

A portal where customers see their invoices, quotes, orders, bookings and tickets, so they stop asking you to resend things.

Get a demo accountCustomer records
Harbour & Vine, customer portalWhat your customer sees, sample data
INV-0521Due 30 SepR18 600Due
INV-0498Paid 2 SepR9 400Paid

Try the tabs, or accept the quote as the customer would.

One record for every customer.

People and companies each have one record, used everywhere: quotes, bookings, orders, subscriptions and tickets all point back to it.

People and companiesKeep businesses and the people who work there, and who does business with you in what role.
Enquiries become leadsForms on your website come in as leads, ready for someone to follow up.
Portal access you controlGive a customer access to their portal, or send a secure link to a single invoice, quote or booking.

A shared WhatsApp inbox for the team.

Your customers already use WhatsApp. Answer them from BX1X, as a team, with the customer’s record right there.

Illustrative photo: a café counter with pastries on display.
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  • Queues and ownersConversations land in a queue and go to the right person.
  • Matched to the customerA number BX1X recognises is linked to that customer’s record.
  • Voice notes, written outCustomer voice notes are transcribed so anyone can read them.
  • Approved message templatesStart conversations with templates that follow WhatsApp’s rules.

Connecting your WhatsApp Business number is part of setup. See messages and WhatsApp for templates, the shared inbox and notifications across BX1X.

Less admin, because customers help themselves.

Every task a customer does in the portal is one less email or phone call for your team.

Accept quotes onlineNo printing, signing and scanning. You see the answer straight away. See billing.
Upload proof of paymentPaid by EFT? They attach the proof to the invoice, so you’re not searching your inbox.
See statements and credit notesEverything they owe you, in one place, whenever they need it.
Reschedule or cancel bookingsCustomers move or cancel their own bookings in the portal. See bookings.
Manage their subscriptionPause, skip or change a plan, with the difference shown first. See subscriptions.
Follow their support ticketsSee every ticket and reply, and answer when you need more from them. See the support desk.

Questions owners ask

What can my customers see in the portal?

Their own invoices, quotes, orders, bookings, subscriptions and support tickets. Each customer sees only their own records.

Do customers need an account to see an invoice?

No. You can give a customer full portal access, or send a secure link to a single invoice, quote or booking.

Can my team answer customers on WhatsApp from BX1X?

Yes. BX1X has a shared WhatsApp inbox with queues and owners, so the right person picks up each conversation with the customer's record right there. Connecting your WhatsApp Business number is part of setup.

What happens to WhatsApp voice notes?

Customer voice notes are transcribed, so anyone on the team can read them without playing the recording.

Can I keep companies and the people who work there?

Yes. People and companies each have a record, and you can link people to the businesses they work for, with their role.

Do website enquiries end up in BX1X?

Yes. Forms on your website come in as leads, ready for someone on your team to follow up.

Fewer “can you resend that?” emails.

Get a demo account and explore customer records and the portal with sample data, at your own pace.

Get a demo account
Rather talk now?+27 87 150 9305info@bx1x.comWhatsApp us