Sign in
Customers sign in with their work email or your single sign-on. Each person belongs to one account, and their role decides what they can see and change.
- Work email sign-in
- Single sign-on
- Account and role
For teams answering customers by email
A customer portal is a secure website where each customer signs in to see their own orders, download their documents and raise requests, instead of emailing your team. We build it on the systems you already run, with permissions and an audit log designed in from the start.
01 Outcomes
Customers check an order, an invoice or a delivery date for themselves, so your team stops answering the same question several times a day.
Sign-in and permissions decide who can open which account, and an audit log records the actions that matter, such as a changed delivery address.
The portal reads from your existing order, finance and document systems, so nobody keeps a spreadsheet in step with it by hand.
Product tour
Step through the screens a customer sees, from signing in to raising a request. Each screen names what it shows and where its information comes from. None of it assumes you replace the systems you run today.
Customers sign in with their work email or your single sign-on. Each person belongs to one account, and their role decides what they can see and change.
A list of the customer's own orders with their current status, read from your order system, so the portal and your team show the same status.
Invoices, contracts and delivery notes in one place, each one open to the people on that account and to nobody else.
A form for changes and questions that lands in the tool your team already works from, with the order attached, so nothing is typed in twice.
Screen 1 of 4: Sign in
02 Start
Book a first conversation. Bring the emails and spreadsheets your team handles each week, and find out whether a portal is the right fix or a smaller change will do.
What happens next
Or write to [email protected]. Send a brief instead
Booking as .
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Send us two or three times that suit you. A person replies within one business day. The invite goes to the address above.
What happens next
Pick the topic that fits and tell us what you are working on. A person replies within one business day.
Want the full picture? Read Web apps and portals.
Also written for you: Connecting business systems , Small business automation .
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