Customers keep emailing and calling to ask where their order is
We show status, history and documents in the account. Data comes from your CRM or back-office system, so nobody retypes it.
A login area where customers, partners and staff find what they need without calling you
We build secure portals: orders, documents, invoices, statuses and messaging in one place. Your team answers fewer repeat questions, and customers have a reason to come back after the first purchase. We start with a pilot for one user group and one measurable KPI.
Quote and schedule after your brief
Who it's for
- Companies whose managers spend the day looking up order status, invoices or documents for clients
- Distributors, contractors and partners who need price lists, orders and reports online
- Service businesses with subscriptions, contracts and recurring payments
- Teams where staff send requests, leave and reports through chat apps and spreadsheets
Problems we solve
Partners work through email, Excel and chat, and data gets lost
We build a partner login with roles: each partner sees only their own prices, orders and materials. Requests land directly in your system.
Customers disappear after the first purchase
The account offers one-click reorders, renewal reminders and a support thread. Email flows and an AI agent can be added once the portal is live.
You worry about keeping personal data in a weakly protected system
We build in role-based access, two-factor login, an activity log and backups. Servers and accounts are registered to you.
What's included
- Role and scenario mapping before development: who sees and does what
- Interface design for phone and desktop
- Login by email, phone or Google, password recovery, optional two-factor authentication
- Roles and permissions (who can see which data and actions)
- Profile, order history, documents, invoices, notifications
- Integration with your CRM or back-office system through an API (a channel for programs to exchange data)
- Online payments and invoicing where the scenario needs them
- Admin panel for your team
- Testing on real scenarios and migration of existing data
- Handover of code, access and a short manual, plus team training
Choose the scope
Use a package to describe what you need. We agree on the quote and schedule after reviewing your brief and requirements.
01
Portal Starter
One type of user and simple scenarios: customers, documents, statuses
- One user role plus an admin panel
- Login, profile, order history and statuses
- Document upload and viewing
- Email notifications
- One integration with a CRM or spreadsheet
02
Business Portal
Customers and partners together, payments and more complex data
- Up to three roles with different permissions
- Invoices and online payment
- Support chat or request form with tracking
- CRM and back-office integration
- Reports and exports for managers
03
Automated Portal
High request volume, several systems and AI in the workflows
- Complex roles, approval flows and an audit log
- Several integrations: accounting, payments, email, messengers
- AI agent answering in the account from your knowledge base
- Automated workflows: reminders, statuses, documents
- Usage analytics
How we work
Brief and requirements
You describe the task and current workflow. We clarify requirements, choose a first stage and prepare a quote.
Scenarios and a KPI pilot
We pick one user group and one measurable goal, for example the number of requests customers resolve on their own. The scope is fixed in writing.
Design and prototype
You get a clickable mockup. You see the screens before any code is written.
Build and integrations
We build in stages, with a staging version you can open during development. Payment is staged too.
Launch and training
We migrate data, launch the pilot group and train your team. Code, accounts and servers are handed to you.
Measure and extend
We review results against the KPI and decide what comes next: new roles, payments or automation.
Scope and limits
- We don't promise the portal will bring in new customers by itself. It retains existing ones and removes routine work; traffic comes from the website and ads.
- We can't integrate with a legacy system without access to it. If it has no API, an extra stage is needed, and we say so at the estimate.
- We don't fix your business processes for you. If they aren't documented, we map them together first, which takes time.
FAQ
How is a portal different from a regular website?
On a website everyone sees the same content. In a portal each user logs in and sees their own data: orders, documents, prices. That requires roles, security and a connection to your internal systems.
Can this be built on a no-code tool or an off-the-shelf product?
For simple needs, yes, and we will tell you if that is enough. Off-the-shelf tools get weaker with complex roles, unusual workflows or deep integrations. That is where custom development pays off.
What do we need to prepare?
A list of roles and what each one does, sample documents and statuses, access to your CRM or back-office system, and your logo and brand guide. If something is missing, we help draft it during the brief.
How is user data protected?
Role-based access, encrypted connections, two-factor login, an activity log and backups. We design with GDPR requirements in mind for EU and UK data. You should still confirm legal compliance with your own counsel.
Who owns the code and accounts?
We agree on the handover of code, materials and account access before work starts. Third-party licences and services are listed separately when needed.
How do you estimate the cost?
We prepare a quote after reviewing your brief and requirements. A first stage can cover: one user role plus an admin panel; Login, profile, order history and statuses. Scope, payment and schedule are agreed before work starts.
Start with your task
Describe your business, the outcome you need and your current workflow. We will clarify the requirements and prepare a quote after your brief.