Follow Us

Customer Portal Software

Give your clients just what they need with their own customer portal. Allow them to enjoy real-time access to calendars, projects, plus the ability to self-serve.

Everybody thrives on collaboration. In almost any business scenario, the ability to work with others is invariably fruitful. Modern technology opens up so many collaborative opportunities – none more so than customer portals. For companies with multiple clients, they are increasingly popular – giving totally secure 24/7 access to collaborative tools using just an internet connection.

What is Customer Portal Software?

A customer portal is a private online channel through which you can offer support and information to your customers. It's as simple as that. You might hear it referred to as an 'extranet' – where information is shared securely by specific external parties (typically, your customers), or an intranet – where information is shared internally with employees.

Customer portals allow you to collaborate and interact with anyone you choose, either internal or external to your organisation, sharing information such as schedules, documents and data records. You can also use a portal to enable your customers to view, download and upload private information such as invoices.

Customer portals are simple to access and to use but secure. You only need an internet connection and a web browser.

What are the benefits to your clients of Customer Portal Software?

Through their portal, your customers will find answers to their questions as well as enjoy access to whatever information their provider wants to share with them. Your customers will have access to their information whenever they need it. Because your customers can find out so much for themselves, the benefit to you is fewer queries which, of course, frees up the time of your customer service and salespeople. The overall result? Enhanced customer communication, satisfaction and improved customer retention.

As for the actual sharing of information, customer portals are a great improvement over email, File Transfer Protocol (FTP) and Virtual Private Networks (VPNs). Your customers will benefit from - 

  • The ability to exchange all kinds of information - including financial – securely
  • the removal of costly, non-value-adding data entry
  • if they process online payments, stronger cash flow
  • Self-service access to a private repository
  • No limitations on file size
  • A structured folder system (unlike FTP)
  • The ability to upload and manage larger files
  • Version control functions

How will Customer Portals help your business?

Customer portals are almost infinitely flexible. There's no right or wrong way to use them. How you use them will depend on your industry, your organisation and what you're trying to achieve.

Our customer portals are browser-based. This means they work across any platform – from Mac to PC to tablet to a mobile device. Such is their versatility that they allow you to 

  • download or preview files or data records
  • store, edit and share documents and files
  • manage meetings and events via an events calendar
  • send automatic email notifications
  • allocate tasks, set due dates and update your progress – useful for keeping projects on schedule
  • provide secure client messaging
  • establish a searchable database of knowledge

We can easily integrate your customer portals into other software systems that we offer, such as web applications and mobile apps. You can also integrate them with your other business systems, such as an accounting, ERP or CRM system, enabling you to automate information transfer between your systems in real-time.

Clients enjoy their own private window into their account. They can view the status of their orders and generate whatever reports they need, enabling them to act on this information in real-time. This, of course, gives them a meaningful competitive advantage.

Customer Portal technology – safe and secure

Security of client portals is, of course, essential – an issue we take most seriously. We use encryption and ensure that data is held on mission-critical systems. These conform to numerous security standards.

Your customer portal will include the following security and authentication features -

  • Secure Sockets Layer (SSL)
  • HyperText Transfer Protocol Secure (HTTPS)
  • Single Sign-On
  • Password Expiration Policies
  • LDAP
  • IP Whitelists


Take the first step towards giving your customers secure real-time access to the data they need.
Call us today on 0800 677 1786 - we'd love to hear from you.


Callback Request