Services
Customer portals
Orders, documents and enquiries in one place, available to your customers around the clock.
A customer portal lets your customers see for themselves what they would otherwise ask about by phone: order status, documents, invoices, reorders. We build portals that are connected to ERP and CRM, so the data is correct and your sales support team has less to do.
Typical triggers
Typical triggers
Clients get in touch when one of these situations arises.
- 01Sales support answers the same status questions every day.
- 02Documents are sent by email and get lost.
- 03Customers expect the kind of self-service they know from large providers.
- 04Clients or partners need to be able to upload documents securely.
Customer portals
What you get
Portal with secure sign-in
Two-factor sign-in, or sign-in with the customer's company account.
Orders and status in real time
Connected to ERP or CRM, with no manual upkeep in the portal.
Document exchange
Invoices, delivery notes, certificates and uploads, correctly assigned to each customer.
Enquiries and tickets
Requests are captured in structured form and reach the right person.
Roles and permissions
Each user sees only what they are allowed to see. Verified with automated tests.
Customer portals
Approach
01
Sign-in
Customers sign in with two factors or with their company account.
02
Overview
Open orders, appointments and documents at a glance.
03
Self-service
Reorder, upload documents, submit an enquiry.
04
Synchronisation
Everything is kept in sync with ERP and CRM.
05
Notification
A change of status triggers a message to the customer.
Matching solutions
Matching solutions
Specific business cases with process and price range.
Effort
Price range
- Price range
- CHF 25'000 to 120'000
- Duration
- 10 to 24 weeks
Non-binding estimate, excl. VAT.
What drives the effort
A portal with two or three functions and one ERP integration sits in the lower range. Several customer groups, role models and additional systems increase the effort.
Technologies
- Next.js
- C# / .NET
- PostgreSQL
- Microsoft Entra ID
Customer portals
Frequently asked questions
How secure is customer data in the portal?
Each customer sees only their own data, enforced at the level of the database queries and verified with automated tests. On top of that come two-factor sign-in, encrypted transmission, access logging and hosting in the EEA.
Will our customers actually use a portal?
If it saves them work, yes. Portals get used when they answer the most common requests faster than a phone call: order status, documents, reordering. That is why we start with two or three functions and measure usage before adding more.
Can users sign in with their existing company account?
Yes. Portals can be connected to Microsoft Entra ID, Google Workspace or other providers using OpenID Connect and SAML. For external customers we set up a sign-in with two-factor authentication.
Who runs the software after go-live?
We do, if you wish. A maintenance contract covers hosting in the EEA, monitoring, security updates, backups and agreed response times. The usual figure is 15 to 20% of the project cost per year. You can also run the software on your own infrastructure or hand it to your IT partner.
Let us talk about your case.
20 minutes are enough to find out whether a custom solution is worth it for you.