Customer Portals Built Around the Experience You Need to Provide.

Give customers, members, vendors, partners, patients, employees, or other users secure access to the information and actions that matter to them.

Discuss a Portal Project

You tell us who signs in and what they need to see and do; we design and build the portal around that.

Example: what a signed-in customer sees
Welcome backSigned in securely

Your latest order

  1. Placed
  2. Approved
  3. Shipped
  4. Delivered

Documents

Invoice

Agreement

Messages

Your account teamYour request has been approved.

Submit a requestUpdate account details
Secure accessTheir own informationRequests and documents in one place

Customer portals

Designed for the Relationship

A portal can provide account information, documents, order status, requests, messaging, resources, reports, forms, approvals, appointments, registrations, or other functionality specific to the relationship.

We design the experience around the actual interaction rather than a generic portal template.

Who might sign in

  • Customers
  • Members
  • Vendors
  • Partners
  • Patients
  • Employees

or other users with a relationship to the business.

Possible functionality

What a Portal Can Include

  • Secure login and account access
  • Documents and downloads
  • Order or request status
  • Forms and submissions
  • Messaging or notifications
  • Reports and dashboards
  • Member/customer resources
  • Registration/application flows
  • Payment or subscription connections
  • Integration with internal systems

Portal or website

Is a Portal the Same as a Website?

Public website

Presents information. A public website may sit in front of the portal.

Custom Websites

Portal

Users sign in and perform tasks. A portal is usually a functional application, so it typically falls under Custom Web Applications.

Custom Web Applications

A tool only your own team uses? See Dashboards & Internal Tools.

FAQ

Questions About Customer Portals

Can the portal connect to our existing database or CRM?

Potentially, yes. The integration approach depends on system access, APIs, data quality, and security requirements.

Can different users see different information?

Yes. Permissions, account-specific data, and role-based experiences can be designed into the system.

Is a portal the same as a website?

A portal is usually a functional application because users sign in and perform tasks. A public website may sit in front of it, but the portal itself typically falls under Custom Web Applications.

Build a Better Customer Experience.

Tell us who needs to sign in, what they need to see and do, and which systems hold that information today.