Development & Software

Customer Portals

Give customers a secure place to see orders, documents and bookings.

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The problem this solves

Customers phone or email to ask for invoices, delivery dates and past orders. A portal answers those questions without involving your team.

What is included

  • Secure customer logins
  • Order, invoice and document views
  • Reorder and request forms
  • Notifications by email
  • Staff tools to manage accounts

An example from the countryside

Illustrative example

A feed merchant’s customers log in to repeat their last order, download invoices and request a bulk delivery without phoning the office.

How it works

  1. Understand the job

    We watch or talk through how the work is done today and where time or information gets lost.

  2. Agree a small first version

    We scope something useful that can go live quickly, then improve it with real use.

  3. Build and test with you

    You see working screens early and try them with your own data.

  4. Launch and support

    We train the team, keep the system updated and fix issues promptly.

What we need from you

Good software depends on clear decisions about who does what. We need someone who can describe the process, supply sample data and test early versions. We will tell you honestly if an off-the-shelf tool would suit you better.

Questions about customer portals

Is a portal secure?

We use strong authentication, access controls and encrypted connections, and we limit what each customer can see.

Can customers sign up themselves?

Yes, or you can approve each account. We suggest what suits your business.

Talk to us about customer portals

Tell us what you need. We will explain the options in plain English and give you a clear next step.

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