Customer portal development
We build customer portals where your clients onboard, exchange documents and follow the status of their orders or cases without emailing your team. Service gets faster for them and your staff spend less time answering the same questions.
What it is and when it fits.
A customer portal gives your clients a secure, branded place to handle their side of the relationship: completing onboarding, uploading and signing documents, viewing invoices and orders, raising requests and seeing where things stand. We connect it to the systems that hold the real data, such as your CRM, ERP or case management platform, so the portal always shows current information and your team never re-keys what customers submit.
Portals work best when customers contact you often for status updates, when onboarding involves forms and documents going back and forth, or when you serve business clients with several users per account. The portal features built into your CRM can cover light needs at low cost. A custom portal earns its place when the experience is part of what customers pay for, or when data sits across several systems.
What we build.
Guided onboarding
Step-by-step flows that collect company details, documents and agreements, with progress saved and reminders for anything missing.
Secure document exchange
Upload, download and e-signature for contracts, reports and certificates, with access limited per account and every file versioned.
Order and case tracking
Live status of orders, shipments, projects or claims pulled from your back-office systems, with notifications when something changes.
Account and user management
Customers invite colleagues, set roles and manage their own details, which removes a steady stream of admin requests.
Self-service requests
Structured forms for changes, returns or support that arrive in your systems already categorised and complete.
Answers from your content
An assistant that answers common questions from your documentation and the customer's own account data, handing off to staff when needed.
How it works.
- 01
Understand the customer journey
We map what customers ask for today, which systems hold the answers and where the most back-and-forth happens.
- 02
Design the portal
We design the key screens in your brand and test them with a few real customers before development starts.
- 03
Build and integrate
The portal is built alongside the integrations to your CRM, ERP or document storage, with security reviewed throughout.
- 04
Roll out in stages
We invite a first group of customers, act on their feedback and then open the portal to everyone.
Built with.
All technologiesCommon questions.
We use proven authentication with multi-factor options and SSO for business clients, strict per-account data isolation, encrypted storage and audit logs. Hosting runs in EU regions by default, and we can arrange a penetration test before launch.
Yes, that is usually the point. We integrate with systems such as Salesforce, HubSpot, Microsoft Dynamics, SAP or Odoo so customers see live data and their submissions flow straight into your processes.
The number of integrations, the complexity of onboarding and permissions, document and signature requirements, and design depth. A portal focused on one job, such as tracking, is far smaller than a full self-service platform. We scope phases so the most-used features come first.
Every portal we build is responsive and works well in mobile browsers. If your customers need offline access, push notifications or camera-based uploads, we can add a native app on the same back end.