Self-service Feature

Put Customers in Control of Their Own Accounts

Apex’s Self-Service feature gives customers everything they need to manage their account in one place. From invoices to shipping updates and past orders, they can find answers instantly without contacting a sales rep. This saves your team hours every week and gives customers a faster, more convenient experience.

 

Faster Answers, Happier Customers

Your buyers get the information they need without delays. Whether they are tracking a shipment, checking a past invoice, or downloading a report, the process is simple and intuitive. This keeps their operations running smoothly and improves satisfaction.

A Better Experience for Customers and Teams

With all account details in one easy-to-use dashboard, customers can find the information they need without waiting for a response. Your team spends less time answering routine questions and more time on the work that drives growth.

Everything in
One Place

All account details, from invoices to shipping info, are centralised for easy access.

Instant Access to Order History

Customers can search past purchases and re-check order details in seconds.

On-Demand
Reports

Clients can generate their own reports whenever they need them.

Support Teams
Freed Up

Reduce routine enquiries so your customer service team can focus on higher-value support.

Save Hours Every Week

When customers can help themselves, your team gets valuable time back. Self-Service removes the constant interruptions of basic queries, allowing your customer service and sales teams to focus on solving complex issues and building stronger relationships.

  • Fewer repetitive tasks for staff.

  • More time for strategic, high-value work.

  • Lower operational costs for customer support.

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We’d love to hear from you.

Contact us today to schedule a quick free demo or just to discuss your B2B Commerce needs with our experts and find the best solutions for you.