Customer platforms
Accounts, enquiries, service, orders, bookings, payments, documents, communication and loyalty.
CUSTOMER & PARTNER PLATFORMS
Connect every relationship around shared value
Create one secure digital environment for customers, partners and internal teams to engage, collaborate, transact and grow together.
BEYOND A SELF-SERVICE PORTAL
Build a digital relationship that continues across the customer and partner lifecycle.
Strong platforms connect people to the business, and people to each other.
Toqsoft brings identity, accounts, service, communication, opportunity, commerce, documents and insight into one governed environment connected to your core systems.
Each audience receives the access, information and actions relevant to its relationship—without creating isolated experiences or duplicated records.
PLATFORMS FOR EVERY BUSINESS RELATIONSHIP
Support distinct audiences on one connected foundation.
Combine the right journeys for your ecosystem while preserving different commercial rules, permissions and responsibilities.
Sales partner platforms
Lead registration, opportunity collaboration, product knowledge, quotations, incentives and pipeline visibility.
Dealer & distributor networks
Catalogue, negotiated pricing, stock visibility, ordering, fulfilment, claims, targets and settlements.
Supplier collaboration
Onboarding, tenders, purchase orders, delivery, invoices, compliance documents and performance.
Franchise platforms
Standards, operations, campaigns, stock, training, support, reporting and brand governance.
Member communities
Membership, subscriptions, benefits, events, resources, communication and participation.
Service ecosystems
Cases, appointments, field partners, warranties, parts, knowledge and coordinated resolution.
Multi-party programmes
Applications, eligibility, delivery partners, evidence, milestones, outcomes and shared reporting.
ONE RELATIONSHIP FOUNDATION
Give every participant a trusted view of the work you share.
Common identity, data and governance connect the ecosystem while role-based experiences protect commercial and personal boundaries.
Identity & personalisation
Registration, verification, organisations, roles, delegated access, consent and relevant experiences.
Accounts & collaboration
Shared opportunities, requests, tasks, orders, plans, documents, conversations and approvals.
Service & communication
Cases, knowledge, appointments, notifications, campaigns, feedback and coordinated support.
Insight & governance
Activity, pipeline, service, engagement, compliance, partner performance and complete audit history.
THE COMPLETE RELATIONSHIP JOURNEY
Make it easier to join, participate, transact and succeed.
- 01
Discover & join
Present relevant programmes, products and benefits, then guide registration, verification and onboarding.
- 02
Connect & enable
Provide role-based information, training, contacts, tools, documents and agreed commercial terms.
- 03
Collaborate & transact
Coordinate enquiries, opportunities, orders, services, approvals, payments and shared delivery.
- 04
Measure & grow
Track engagement and outcomes, resolve gaps and expand successful customer and partner relationships.
CUSTOMER ENGAGEMENT AND SERVICE
Keep every customer interaction connected to the wider relationship.
Customers can manage their accounts and services while your teams retain the context needed to respond consistently.
PARTNER ENABLEMENT AND COLLABORATION
Help partners represent, sell and deliver with clarity.
Give partners governed access to opportunities, product and service knowledge, pricing, campaigns, orders, delivery activity, claims, incentives and support—while keeping ownership and responsibilities visible.
ONBOARDINGLEAD REGISTRATIONOPPORTUNITIESORDERSENABLEMENTINCENTIVES
TRUST, ACCESS AND GOVERNANCE
Open collaboration without losing control of sensitive information.
Apply organisation, role, territory, programme, contract and record-level permissions. Manage consent, policy acceptance, certifications, compliance evidence, data retention and audit history throughout the relationship.
ROLE-BASED ACCESSDELEGATIONCONSENTCOMPLIANCEAUDITDATA PROTECTION
CONNECTED TO THE SYSTEMS THAT RUN THE BUSINESS
Present one experience while trusted platforms remain the systems of record.
Connect CRM, ERP, commerce, service, finance, identity, content, communication and analytics platforms through governed APIs and event-based integration.
DYNAMICS 365BUSINESS CENTRALSALESFORCESAPMICROSOFT 365AZUREPAYMENTSPOWER BI
A PRACTICAL DELIVERY PATH
Begin with the relationships that matter most, then expand the ecosystem.
- 01
Map the ecosystem
Define audiences, relationships, value exchanges, journeys, systems, rules and measures of success.
- 02
Design the foundation
Shape identity, accounts, permissions, information architecture, data and integration responsibilities.
- 03
Launch priority journeys
Deliver high-value customer and partner experiences, connect trusted systems and migrate essential data.
- 04
Learn & expand
Measure adoption and outcomes, improve experiences and add audiences, services and collaboration models.
BUILD A STRONGER BUSINESS ECOSYSTEM
Let’s connect your customers, partners and teams around better shared experiences.
Share the relationships you want to strengthen and where fragmented systems make engagement difficult. We’ll help define the right platform and delivery path.
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