When one loves his ERP, one shares it!

Office workers are often the only ones to benefit from new business management software. Not with Kafinea.

Discover
Request a demo
kafinea logo svg

Employee portal

Equip your field employees

Give your employees and contractors the chance to stay connected from their smartphone.

Time report, access to mission orders, sending of documents and expense reports all at their fingertips. Your employees will be more delighted than ever once you get your new ERP.

Supplier portal

Reassure your suppliers

Give your suppliers extranet access so that they can submit their invoices and track your payments. This method, coupled with the arrival of dematerialized invoices and Kafinea’s automation systems, will enable you to process your outstanding suppliers quickly and efficiently.

kafinea logo svg

Customer portal

Open the doors of your company

Give your customers a personal, configurable space where they can stay close to your company.

The Kafinea customer portal is a place for your customers to discuss any questions or problems they may have. They can also consult their quotes and invoices, as well as frequently asked questions (FAQ) and submit documents.

FAQ

Answer questions proactively

Generate a list of questions/answers for your employees, suppliers or customers, accessible directly from their extranet. Reduce the volume of questions received and increase the satisfaction of your extranet users.

Extranet automation

  • Connected webforms

    Import data received from a contact form and use it in Kafinea.

  • Customizable workflows

    Create your own workflows to automate the creation of a form, the updating of a field, the sending of an email and much more.

  • Reminder notifications

    Customize your reminders (pop-up window, email or SMS) and their triggers.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled reports

    Set up the periodic emailing of a spreadsheet or graphic report.

Advanced extranet features

  • Advanced access rights management

    Choose which actions are doable or which information is visible to a group of users, down to each field.

  • Application management

    Open jobs or tasks and allow users to make themselves available.

  • Customizable fields

    Add your own input fields, picklists, date selectors, URLs, etc.

  • Dynamic email templates

    Create your own dynamic email templates easily using shortcodes.

  • Dynamic PDF templates

    Design as many dynamic PDF templates as you like using shortcodes.

  • Reports and charts

    View key information on the module of your choice in real time via spreadsheets and graphical reports.

Basic extranet features

  • Personal calendar

    Add one-off or recurring activities and tasks to your personal Kafinea calendar and keep control of your schedule.

Related pages

Unleash your company’s potential now.

Request a demo