Customer portal software for small business
Your customers check orders, see their equipment, book service and reorder supplies on their own, any time, without calling the office. Built on top of the systems you already run, so what they see is always up to date.
Let customers help themselves
A project like this
Custom software
Platforms built around how you work, when off-the-shelf tools fall short.
Questions about customer portals
Do we need custom software, or will an off-the-shelf portal do?
If your data lives in one system and your customers have simple accounts, an off-the-shelf portal may be fine, and we will say so. Custom makes sense when information is spread across a CRM, an ERP and a service tool, or customers have multiple sites, resellers or their own pricing.
Where does the portal get its information?
Straight from your systems, like HubSpot, SAP Business One, QuickBooks or Shopify. Nobody updates it by hand.
Can it look like our brand?
Yes. It sits on your domain, in your colours, with your name on it.
Could SR&ED cover part of your build? Read how it works
