Customer Portal Software

Enhance your customer relationships by providing a customer portal that offers fast, secure access to projects, calendars and the ability to self-serve

Customer Portal Software

There are some software solutions that begin to make sense as soon as you start reading about them. Having a customer service portal could very well be a memorable instance and it starts with a simple question.

Ask yourself this: What if you had a dedicated digital channel devoted to the needs of a specific customer, geared to provide them with the information and resources that matter to you both? An environment developed just for the two of you to conduct business? Wouldn’t a portal like that be a great way to demonstrate a customer’s value to your business?

We can create just such a digital channel for you, a customer service portal that experience of other users suggests will do wonders for your customer relations as well as supporting more efficient collaborations between your teams. You might already have come across some related technical terms in this context. The first of these is extranet – which is for sharing information with specific external parties, and then there is intranet – to do with sharing information internally with employees.

With a customer portal, interaction and collaboration become so much more straightforward. Some users have described the feel of proximity it creates as being akin to working in the same building. Having an environment where you only run into certain people has a variety of practical advantages, as you can probably imagine.

The benefits will make a definite impact on your relationship – as long as all the critical systems are in place and do what they need to do as designed. Everything you could ever need will be found in a single virtual location that makes use of the same 256bit SSL encryption as online banking. In that safe space you will be able to conduct invoicing, check records, plan in-person meetings with relevant people, and exchange other data such as draft reports and project schedules. In effect, the channel is a one-stop shop for a particular customer that’s always open.

Creating and maintaining a customer portal is a substantial demonstration of your commitment to customer service that is available around the clock, and will reduce in-person contact between parties to what really is truly best done by people and can’t easily be replicated by online technologies. We all know thanks to the pervasive power of social media that it’s possible to feel a surprisingly strong bond with others through digital interaction – that experience is what you will tap into and share through developing a customer portal that brings you closer together without ever getting in each other’s way.

Your Customer Portal

The first stage is simple but worth spending some time on to get precisely right. Decide just what you want your customer portal to do. What would the best possible version of such a customer portal look like, feel like? It can be an incredible resource, and discussion between both the business and its customers about the portal’s contents will make it feel much more like a co-created asset for the benefit of everyone involved – a significant relationship win even before work has properly started in earnest.

A customer portal will give you the invaluable ability to exchange files with no restriction on size and in complete security – it can do so much more effectively than email or any FTP (File Transfer Protocol) or VPN (Virtual Private Network). The fact that the customer portal is accessible on any platform – including PC and Mac – gives it added versatility. Technology should always be this effortless, this beneficial.

A customer portal is an all-round win that will give employees from both parties ongoing access to:

  • Secure messaging.
  • Massive searchable information storage.
  • Inbuilt calendar/scheduling.
  • Project management tools.

Optional features you might want to consider as part of the system include:

  • Facility for customer engagement.
  • Report generation based on data within the portal.
  • Integration into web apps, mobile apps, or white label software.

Your Next Step

We have created customer portal software for customers across the private and public sectors, and the unanimous feedback is that customer portals form an invaluable part of their operations. The same can be true for you. Let’s talk about what we can do for you using the same principles and technology, to level up your customer service for a valued customer, call us now on +44 (0)800 033 7569 for a free no-obligation consultation.

Our work

Two of our recent software projects, see Our Work for more Case Studies.

Industries & Customers

We have worked closely with a range of industries and truly understand that no two customers or businesses are exactly alike. This is why we tailor our services and technology to our customers specific business needs.

Our varied and extensive industry knowledge ensures that our software development team are perfectly placed to understand and deliver value to your business quickly and efficiently.



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