Customer Portal¶
Customer-facing workspace portal (apps/web) for tenant businesses operating on BizOS.
Overview¶
BizOS Customer Portal is the primary interface for business tenants, company administrators, and team members. It provides executive KPI dashboards, customer management (CRM), deal pipelines, contract lifecycle management, team task tracking, resource billing, and an integrated AI business copilot.
Capabilities¶
| Spec | Capability | Status |
|---|---|---|
| Customer Portal Workspace | Navigation, Executive Dashboard, CRM, Contracts, Tasks, and AI Copilot | Implemented |
| Customer CRM | Customer 360, Contact persons, 5-stage Sales Pipeline, Activity Stream, and Price Book | Implemented |
| Tenant sign-up | Plan choice and tenant details after registration | Implemented |
| Product home | Public overview, feature highlights, and three plans | Implemented |