How much time does your team spend answering "where's my order?" or "can you send me that invoice?" A customer portal can handle these requests automatically—and your customers will love it.
Business Benefits
- Reduced support volume: 30-50% fewer routine inquiries
- 24/7 availability: Customers get answers any time
- Improved satisfaction: Instant access beats waiting for callbacks
- Lower cost per interaction: Self-service costs a fraction of phone support
- Competitive differentiation: Professional customer experience
Common Portal Features
Account Management
- Profile and contact information updates
- User management for business accounts
- Communication preferences
- Password and security settings
Order & Service
- Order history and status tracking
- Reorder functionality
- Service request submission
- Delivery scheduling
Financial
- Invoice viewing and download
- Payment processing
- Statement access
- Credit application
Communication
- Secure messaging with your team
- Document sharing
- Notification center
- Knowledge base access
Design Principles
Keep It Simple
Customers want to accomplish tasks quickly. Every click should have a purpose.
Mobile-First
Many customers will access from phones. Design for small screens first.
Clear Navigation
Common tasks should be obvious. No hunting for the right menu.
Consistent with Brand
The portal should feel like part of your company, not a third-party tool.
Integration Requirements
Customer portals need to connect with:
- ERP/Accounting for orders and invoices
- CRM for customer information
- Payment processor for online payments
- Document management for file sharing
- Ticketing system for support requests
Investment Ranges
- Basic portal: $25,000-$50,000
- Full-featured portal: $50,000-$100,000
- Enterprise portal with complex integrations: $100,000-$200,000
Ready to Build a Customer Portal?
We'll design a portal that reduces your support burden while delighting your customers.
Discuss Your Portal Project