01 · customer portal development
A portal for clients, partners and employees: code login, orders and statuses, documents, payments and notifications. Clients see what’s happening with their order, and managers stop answering the same questions
Shoppers need parcel tracking, dealers need commissions, employees need shift schedules. We build screens and permissions around your users, not around a ready-made template
Shoppers want to know where their parcel is and reorder without rebuilding the cart from scratch
A client has placed a request and is waiting. Instead of calling a manager, they open the portal and see which stage it’s at
Agents and dealers bring in clients and want to see their deals and commissions without spreadsheet exports
Tasks, schedules and documents in one place, not scattered across five chats and a shared folder
Appointments, results and schedules are available anytime, not only by calling the front desk
The client pays every month. They want to see their plan and the next charge date, and change everything themselves
Six steps from login to a support question. At each one the portal takes over routine work a manager used to do
A phone number or email, a code in a couple of seconds — and they’re in. No password to invent and then reset a month later
Every order and request on one screen: received, in progress, shipped, ready. The status changes in your system and the client sees it right away
Invoices, completion certificates and contracts appear on their own as soon as accounting issues them. The client’s accountant doesn’t have to email for a copy
Card or online payment right from the portal; companies get an invoice with bank details. The payment is recorded in your books with no manual reconciliation
Order ready, invoice issued, document signed — people find out on their own, through the channel they prefer, not from a manager
The question leaves the portal together with the order number. The manager sees right away what it’s about and doesn’t have to ask again
Orders and invoices come from your ERP, deals from the CRM, payments through a payment gateway, codes and notifications by text, email and Telegram. No one copies data into the portal by hand
We connect the portal to these systems: Accounting / ERP, Bitrix24, amoCRM, Payment gateway, SMS gateway, Telegram, Email, E-signature
Before kickoff we check what your systems can provide: an API exchange, a scheduled export, or documents uploaded by a manager in the admin panel. We only promise what we’ve confirmed
A portal holds personal data, contracts and money. Everyone sees only their own, and every action is logged. We’ve already built roles, a change log and per-company data separation for a real estate developer’s sales team portal
There are no passwords to peek at or guess. If password login is needed, we store only its hash, never the password itself
The director sees everything for their company, the accountant sees invoices, an employee sees only their own orders. Permissions are set in the admin panel
Who logged in, what they downloaded, what they changed and when. If there’s a dispute, you have a record, not a recollection
We host the portal with a provider in the required region or on your own server, in line with personal data protection laws
Consent and the privacy policy are part of sign-up, and the fact of consent is stored with a date
We limit code attempts and request frequency. No one can guess a code or flood your SMS gateway with requests
The cost depends on scope. We send a detailed estimate the day after the brief and don’t change it after kickoff unless the scope changes
Custom quote
6–8 weeks
Custom quote
10–12 weeks
Custom quote
from 14 weeks
A 30-minute call. We work out who will use the portal and where the data comes from, and send an estimate the next day
A clickable prototype of the key screens and roles, then design. Changes happen before development, not after
Each stage is shown on a staging address and signed off. You pay by stage
We connect accounting and notifications, migrate users and train your managers. A month of support is included
Open 01 of 07
Didn’t find your question? Ask it on Telegram and we’ll reply during business hours
Ask on TelegramDepends on scope; a fixed estimate after the brief
A portal with code login, orders, documents and notifications takes 6–8 weeks; adding payments, roles and ERP or CRM exchange takes it to 10–12 weeks. The cost depends on scope — we send a fixed estimate the day after the brief
Yes, no need to rebuild the site
The portal lives on a separate subdomain or in a section of your site, with a login link in the header. We match the design to your site so clients don’t feel they’ve switched to another system
From your systems: ERP, Bitrix24, amoCRM
Before kickoff we check what your accounting system and CRM can do. If there’s an API or a standard data exchange, data flows automatically. If not, we agree on a scheduled export or let managers upload documents from the admin panel
Easier for clients, safer for you
People forget passwords and reuse the same one everywhere. A one-time code goes to the phone number or email you already have on file. If you need password login, we’ll add it, but the database will store only a hash, not the password itself
Everyone sees only their own
Permissions are checked on the server with every request, not just hidden in the interface. Within a company, access is split by role and every action is logged. That’s how the sales team portal for a real estate developer in our case studies works
Sometimes, and we’ll tell you so
If the standard account area of your CMS or CRM is enough, we’ll recommend it. A custom portal makes sense when data lives in several systems, you need your own roles, payments and documents, and you don’t want to pay a per-user subscription
The code is yours; hosting is your choice
We hand over the source code and credentials to you. We host the portal with a provider in the region your data must stay in, or on your own server, in line with personal data protection laws
Tell us who will log in to the portal and where your orders and documents live today. We reply within two business hours and send an estimate the next day