Software that Fits Custom Software Development & AI Automation
Service
Customer & Vendor Portals
A place where a customer or supplier serves themselves: sees their orders and statements, submits their documents, approves what needs approving, without ringing anyone.
What it is
Self-service that answers before anyone has to.
A place where a customer or supplier serves themselves: sees their orders and statements, submits their documents, approves what needs approving, without ringing anyone.
A portal is a window onto the records the business already keeps, so what the customer sees is what the system knows, not a copy maintained beside it. Scope is defined per engagement.
When a business needs it
You will recognise it before anyone names it.
- The same questions arrive by phone daily: where is my order, what is my balance
- Suppliers post documents into an inbox, and somebody files them by hand
- Client approvals travel by email and get lost there
- Staff spend hours relaying information a customer could read themselves
What we deliver
- 01Portal scope defined per engagement: who sees what, who may do what
- 02Views built on live records, never a parallel copy
- 03Document submission and approval flows with a record
- 04Access control and onboarding for the people on the other side
How it connects
A system is only as good as its joins.
- Reading the same customer and order records the CRM and finance keep
- Submissions landing as records and tasks, not attachments
- Approvals feeding the workflows that were waiting on them
- Activity visible in reporting like every other channel
Related solutions
Not sure whether the problem is the system or the joins between systems?
That is exactly what the Systems Health Check answers, in writing, whether or not you use us to deliver it.