Custom client portal development
A client portal is the space where your clients find everything that concerns them, at any hour, without having to call you. We build it under your brand, connected to your tools, with access rights for each user.
What we build
- 01
Orders and deliveries
Clients see where each order, each delivery and each service visit stands.
- 02
Documents and contracts
Contracts, quotes and reports in one place, with online signature.
- 03
Invoices and payments
Invoices in several currencies, their status and online payment.
- 04
Requests and tickets
A question, a complaint or a service request reaches the right team, with its history.
- 05
Several users per account
Each client company invites its own staff, each with their own permissions.
- 06
Under your brand, connected to your tools
Your domain name and your colours, fed by the data from your ERP and your CRM, with no double entry.
Already delivered
Domini network
Domini TeamIn your sector
Frequently asked questions
What is the difference between a client portal and a website?
A website speaks to all your visitors. A client portal is a secure space where each client, once signed in, finds their own orders, documents and requests.
Can the portal connect to our ERP and our CRM?
Yes. We connect the portal to your tools so that orders, invoices and contacts stay up to date everywhere.
Can our clients use it on their phone?
Yes. The portal is designed for the phone first, and it can be installed like an app, with notifications.
How long does it take to build a client portal?
It depends on the tools to connect and the journeys to cover. We set the schedule with you after analysing your project.