One secure place for everything a client needs.
Orders, invoices, documents, requests and progress in a login of their own, so your clients stop asking your team for updates and your team stops sending them by hand.
Half the messages your team answers are questions a portal answers by itself.
In most established businesses the same requests arrive every day: where is my order, can you resend the invoice, what is the status, do you still have my documents. Each one is small, and together they consume the working week.
A portal turns that repeated work into self-service. Clients log in and find their own answers, your team is freed for the work that actually needs a person, and every interaction is recorded in one place instead of scattered across inboxes.
What a customer portals project includes.
Secure access
Individual logins with roles and permissions, so each client, and each person inside a client, sees only what belongs to them.
Orders and invoices
Order and booking history, statements, invoices and receipts available to download without asking anyone.
Documents
Contracts, reports, certificates and drawings, uploaded by either side, versioned and kept in one place.
Requests and tickets
A structured way to raise a request or an issue, with status, owner and history, instead of a chain of forwarded emails.
Progress and updates
Project stages, milestones, delivery status or case progress, visible to the client as your team updates it.
Admin side
The internal view where your team manages clients, publishes documents, answers requests and sees what is outstanding.
The difference it makes to the business.
- Updates chased by emailAnswers clients find themselves
- Documents lost in inboxesOne organised record
- A team answering the same questionA team doing the actual work
- Real estate and property management
- Professional and financial services
- B2B suppliers and distributors
- Construction and contracting
- Education and training
- Healthcare providers
- Logistics and freight
- Any business with ongoing clients
Secure portals where customers access everything specific to their relationship with your company.
Is client data safe in a portal?+
That is the point of building one. Access is per user and per role, data is encrypted in transit and at rest, and actions are logged, which is considerably safer than the same documents sitting in a shared inbox.
Can it connect to our accounting or CRM system?+
Where those systems allow it, yes. Invoices, balances and client records can be pulled in so the portal shows the same truth as your back office rather than a second copy of it.
Can our own team use it internally?+
Yes. Most portals we build have two sides: the client view and the internal view your staff work in every day. Often the internal side is what saves the most time.
Ready to build your digital product?
Tell us about your business and what you want to achieve. We will help you work out which product makes commercial sense, and then we will build it.