yindlePORTAL
A dedicated customer portal for every file
Every customer logs in to one familiar place with their own file, documents, actions, deadlines, updates and communication. Your team manages customer files, publishes updates and decides who can see which information.
Try the core features for 14 days · AI and video in Professional
What do you get?
Without Yindle → With Yindle
As a process becomes more complex, customers and staff can lose track. Portal brings the personal file, current information and all communication together in one place.
One portal, clarity for both sides
Current status, documents, appointments, choices, actions, deadlines and messages are clearly grouped together. Customers know what is happening and what comes next, without having to call, search or ask more questions.
Your team publishes information once, keeps files up to date and sees where action is needed. This prevents duplicate work, scattered information and customers being referred from one colleague to another.
What the portal includes
Customers see only their own journey and immediately know what is current. Staff manage the same information centrally, without separate inboxes, folders and lists.
Every customer can immediately see their own progress, information and next step.
Make clear what someone still needs to do and when it is needed.
Keep guides, agreements and files with the right customer file.
Keep communication easy to find instead of scattered across inboxes.
Each user sees only the journeys and information relevant to them.
Your staff publish updates, manage documents and follow up on open actions for each customer file.
Who it is for
The content varies by sector. The need is the same: knowing the status, what still needs to happen and where to find everything.
Schedules, updates, documents and actions for buyers, residents and service customers.
Status, supporting documents, open actions and contact in one traceable file.
Practical information, documents and next steps for patients, parents and pupils.
From signing up to sending invitations
Set up one real journey first, check exactly what the customer sees and only send invitations when everything is right.
Choose your portal addressSet a recognisable Yindle subdomain.
Add your brandUpload your logo and choose the accent colour.
Create the first journeyAdd files, actions, documents and an update.
View as a customer and send invitationsCheck the customer view before the first invitation.
AI in Professional
With Professional, customers ask questions in everyday language and receive answers from the documents and FAQs you have approved. The source used remains visible. AI is not included in Starter or the trial.
Plans
Starter gives you the essentials for one project. Professional offers more projects and units, plus AI and video.
For teams managing one project with up to 25 units, such as homes.
For organisations managing several projects that want to use AI answers and video.
Additional projects, units, AI usage and storage may incur extra costs. Check the current total and any usage costs when choosing your plan.
The trial has its own limits. After 14 days, the limits of your chosen plan apply.
Frequently asked questions
Portal is a separate subscription offering. You choose a plan for your customer portal. If you want to exchange data with other systems, we discuss that integration and the work involved separately.
A secure customer portal with your organisation’s branding. Every customer sees their own file with current information, documents, actions, deadlines and communication; your team manages everything centrally.
Only the journeys, files and information assigned to them, such as updates, actions, deadlines, documents and messages.
Yes. You use your own logo, accent colours and a recognisable portal address. The layout stays consistent, so the portal feels like your brand and works predictably for customers.
Customers receive answers from approved documents and FAQs, with a visible source. AI and video are part of Professional; Starter and the trial do not include these features. Professional includes 500 AI questions per month. Additional AI questions cost €0.05 each.
You can try the core features for 14 days with one project and up to 100 units. AI and video are not included. After the trial, the limits of Starter or Professional apply, depending on your choice.
Try the core features for 14 days with one project. Set up documents, actions, updates and access. AI and video are available in Professional.