Customer portal developmentCustomers help themselves, your team gets time back.
- Secure login
- Orders & status
- Documents
- Invoices & payments
- Requests & messages
- System sync
Once it's live
What changes- Answers without a callinstead of "any update?" emails
- Documents in one placeinstead of attachments across inboxes
- Invoices paid onlineinstead of chasing payments by phone
You need a customer portal if…
- Customers email or call to ask for status
- Documents are sent back and forth as attachments
- Invoices and receipts are requested again and again
- Requests get lost in a shared inbox
- Customers want to self-serve outside office hours
- Different teams give customers different answers
What your portal looks like
- Secure login
- Orders & status
- Documents
What launches first, what comes next
| Feature | Launch | Grow |
|---|---|---|
| Secure login and accounts | ||
| Order or project status | ||
| Documents and downloads | ||
| Requests and messages | ||
| Online invoice payments | ||
| Customer teams and roles | ||
| Mobile app | ||
| AI assistant for common questions |
Anatomy of a customer portal
Layer 1
Customer view
DashboardOrders and statusDocumentsInvoicesLayer 2
Access and rules
Accounts and teamsRolesApprovalsActivity logLayer 3
Connections
CRM or ERPPaymentsEmail and WhatsAppFile storage
The build path
Built on work we've already shipped
More projects built on this
Questions about customer portals
Still deciding?
Ask us about your project directly.
A free 30-minute call, and a written proposal before any work starts.
01Have you built portals before?
Yes. The Campus Admissions Platform gives students and parents one place for applications and updates, and The Elites' platform manages clients and sessions behind a login.
02Can the portal show live data from our existing systems?
Yes. We connect to your CRM, ERP or database through APIs so customers always see current information.
03How do you keep customer data secure?
Role-based access, encrypted connections, activity logs and secure hosting, so each customer only sees their own records.
04Can customers pay invoices in the portal?
Yes, with online payments matched to each invoice.
05How much does it cost and how long does it take?
It depends on the users, workflows and integrations involved. We scope every project on a free 30-minute call and send a written proposal with a phased plan before any work starts, so the most valuable part goes live first.
06Which countries do you work in?
We work remotely with businesses across North America, Europe, the Middle East, Asia-Pacific and Africa, including the United States, Canada, the UK, Germany, the UAE, Saudi Arabia, Australia and Singapore, and anywhere else, with a working demo every week of the build.
The services this solution is built from
Guides to help you plan
Practical answers to the questions clients ask us before they start.
Ready to build your customer portal?
Tell us how it should work. We'll scope a first release and a path to grow it.