Customer & Client Portals
Secure online portals where your clients manage their own account, access their data and self-serve — reducing manual back-and-forth with your team. Built for B2B service businesses, agencies, consultancies and any company with ongoing client relationships that require a professional digital touchpoint.
Client login & account areas
Secure, branded login areas where each client sees only their own data — orders, projects, invoices, documents and communications. Proper authentication with session management, optional two-factor authentication and client-level permission control.
- Secure login with email/password and optional 2FA
- Client-scoped data isolation: each account sees only their records
- Session management and automatic logout on inactivity
- Password reset and account recovery flows
- White-label branding with your logo and colours
- Mobile-responsive for phone and tablet access
- Access log for security auditing
- Multi-contact support: multiple users per client company
Self-service portals
Portals where clients can independently perform actions that currently require contacting your team — submitting requests, updating their details, generating reports, placing repeat orders and accessing account information. Reduces support load while improving client experience.
- Service request submission forms with custom fields per request type
- Contact and billing information self-update
- Report and data export on demand
- Repeat order or re-booking flows
- Usage and consumption tracking for SaaS-like services
- FAQ and help content embedded in the portal context
- Guided workflows for complex self-service actions
- Real-time status of submitted requests
Document & file management portals
Secure portals for sharing, managing and collaborating on documents with clients — contracts, proposals, compliance documents, technical files and project deliverables. Replaces insecure email attachments and generic cloud sharing with a controlled, branded environment.
- Folder structure per client with access-controlled sections
- Document version control with change history
- Upload by both sides: client and internal team
- Document preview without download
- Expiry dates and access revocation for time-sensitive documents
- Download tracking and audit log
- Digital signature integration for contracts
- Bulk download and document export
Project tracking portals
Portals that give clients real-time visibility into ongoing work — milestones, deliverables, task status, timelines and team communications — without giving them access to your internal project management tools. Reduces status enquiry emails and builds trust through transparency.
- Milestone and phase progress tracking visible to client
- Task completion status at summary and detail level
- Timeline view with current position and upcoming deliverables
- File delivery per milestone with version tracking
- Client approval and sign-off workflow
- Comment and feedback thread per deliverable
- Team contact information and role visibility
- Notification on new updates, approvals requested and deliveries
Support ticket portals
Client-facing support portals for submitting, tracking and managing support requests — giving clients visibility into their open tickets, response times and resolution history. Can stand alone or integrate with Zendesk, Freshdesk or custom ticketing systems.
- Ticket submission with category, priority and attachment support
- Real-time status tracking: open, in progress, resolved, closed
- SLA visibility: expected response and resolution time shown to client
- Email notification on status change and new replies
- Full message history in threaded conversation view
- Satisfaction rating on ticket resolution
- Historical ticket archive and search
- Internal and external message routing (private notes hidden from client)
Partner & reseller portals
Portals for managing partner, reseller and distributor relationships — providing deal registration, co-marketing resources, product and price information, sales tools and commission tracking in a single branded environment. Scales the partner channel without adding headcount.
- Partner registration and onboarding workflow
- Deal registration and pipeline sharing
- Co-branded marketing materials library
- Product information and pricing tier access per partner level
- Sales tools: quote builder, proposal templates
- Commission and incentive tracking
- Training and certification content access
- Partner performance dashboard and tier reporting