Custom client portals
Your Client Portal. Intuitive, Secure, Accessible
Find out how the client portal can work for you - we will design a solution tailored to your processes, ensure smooth implementation and acceptance of the change, and thanks to our openness, fair approach, and stable team, you can be sure that we will complete the project without compromise.
How do you know you need a Client Portal?
„Customer onboarding takes too much of my time“
When I gain a new client, the process starts with a series of emails, documents, and explanations. Everyone wants to know how the collaboration works, what needs to be submitted, and what the deadlines are. A clear portal where the client can go through everything, upload necessary files, and handle the admin would solve that.
„Customers want to make minor adjustments themselves, but they can't, they have to call or write“
A client needs to change their recurring payment amount, add users to the system, or adjust service settings. Instead of doing it themselves, they have to call or email customer support, and someone has to manually process it.
„Clients constantly ask for information they could easily access“
I respond to emails and calls daily asking when an order will arrive, how much it costs, or for a copy of an invoice. If clients had all this information in a clear portal, they wouldn't need to call or write—and we could focus on more important things.
„Orders are still entered manually“
Clients send orders by email, someone has to retype them into the system, check them manually, and confirm. One typo and there's a problem. It would be so much easier if the client entered and reviewed everything themselves.
„Handling complaints and service requests is inefficient“
A client emails a service or complaint request, it gets forwarded, someone forgets to respond, the client waits and then calls to ask what’s going on. If they could enter and track everything directly in the system, this wouldn’t happen.
„Approving orders and contracts takes too long“
New orders, contracts, or project changes are emailed, wait for approval, and someone forgets to reply—slowing everything down. An automated workflow would speed things up and clearly show who needs to act next.
Do you see yourself in this? Then you need the Client Portal.
Ukázky prací / referencí (přepsat)
What Can a Client Portal Do?
Modularity and Scalability
Add new features as needed. The portal grows with you.
Integration with Your Systems
CRM, ERP, invoicing, warehouse, customer support – all integrated.
Security First
2FA login, data encryption, GDPR-ready.
Roles and Permissions
Each user only sees what they need.
Process Automation
Invoicing, orders, claims? The portal handles it without human intervention.
AI and Smart Search
Quick answers to FAQs, chatbots, automatic suggestions.
Document Management & E-Signatures
Contract signing, document archiving online.
Open API
Connect with other apps and extend functionality.
And much more...
7 Key Features of a Modern Client Portal
(and how to design them properly)
We know what you're afraid of.
You don't have to with us.
„Fear that clients won't want to switch to the new system.“
The success of the portal lies in its simplicity and clarity. Our solution is intuitive and easy to use, meaning customers will quickly learn how to navigate it. Additionally, we provide onboarding guides and support, so users won’t feel lost.
„Doubt about compatibility with existing systems“
The client portal is not an isolated tool, but a smart interface that integrates your CRM, ERP, billing, and warehouse systems into one clear environment. Thanks to our open API, we can connect to any system you use.
„Uncertainty associated with dependence on a single supplier“
We use open technologies that give you full control over the portal and its future expansion. No vendor lock-in – if you ever want to expand or switch providers, you can do so without unnecessary complications.
„Fear about data security and handling sensitive information.“
Data protection is our priority. Our client portal includes two-factor authentication (2FA), data encryption, audit logs, and complies with the highest security standards (GDPR, ISO 27001,ISO 9001, NIS2). Your data and your customers’ data are safe.
„Distrust that clients will adopt the portal and forget the old ways“
The key to success is ensuring the portal brings real value. We configure it so that customers can handle more on their own, faster and more conveniently than via email or phone. Notifications, automation, and easy access will ensure customers get used to the portal and prefer it.
„Doubt whether the investment in the portal is really worth it“
The client portal saves time for your support team, reduces manual administrative costs, and speeds up processes, leading to higher customer satisfaction and less strain on your team. The investment typically pays off within a few months thanks to automation and more efficient customer care management.
We’re happy to help you with everything.
Get in touch with us.
Frequently asked question
How long does it take to develop a client portal?
It depends on the scope of the project, but we can deliver a basic version within a few weeks. More complex solutions take longer, as they involve integrations and custom features.
What if something goes wrong? We need a reliable solution.
We ensure 99.9% uptime, round-the-clock monitoring, and regular updates. Your portal will always be in top shape.
Will we be dependent on you? We want to avoid vendor lock-in.
We use open technologies and document everything necessary so you have full control over the system.
We already have many systems—won’t integration be complicated?
The portal can easily integrate with your CRM, ERP, invoicing, warehouse, and other systems. All data stays synchronized and in one place.
How secure is it? Our data must be protected.
Two-factor authentication (2FA), data encryption, and GDPR compliance are a given. Your portal will be as secure as online banking.
What if we need changes in the future?
The portal is modular and scalable, so you can add new features anytime as your business grows.
How easy will the portal be to use?
We design an intuitive and clear interface so your customers and employees can use it easily. We also provide onboarding and user guides.
What if we need support?
We offer SLA support and 24/7 monitoring. If something happens, we're always ready to help.
What's the difference between your portal and off-the-shelf solutions?
Off-the-shelf solutions have limited customization and can lock you into a vendor. Our portal is custom, flexible, and precisely adapted to your needs.
Can we try the portal first?
Yes, we can show you a demo or prepare a pilot version so you can test everything before full implementation.