Customer portal development that answers before they call.
- FIRST STEP
- 10 working daysOne process, mapped and shown working, with a business case and a dated plan.
- TEAM
- 3–5 peopleA dedicated team from our 50+. The people who scope it build it.
- OWNERSHIP
- YoursCode, data and accounts are yours from the first commit. No lock-in.
SIGNS YOU NEED THIS
- 01Customers phone or email to ask where their order is.
- 02Account managers spend their day resending invoices, certificates and delivery notes.
- 03Reorders arrive as emails, PDFs or photos of an old order form.
- 04Each customer has its own prices, and your website cannot show them.
- 05Your customers' buyers want answers outside your office hours.
- 06Documents go out by email, so nobody knows which version the customer is using.
WHAT WE BUILD · CUSTOMER PORTAL DEVELOPMENT
Order status and tracking
Every open order with its real status from the ERP and the carrier, so customers check it themselves instead of calling your team.
Reorders and quick ordering
Past orders, favourites and customer-specific prices, with a reorder in a few clicks and approval steps where the customer's own rules need them.
Invoices, statements and payments
Open invoices, statements and balances from your accounting system, with downloads and online payment where you accept it.
Document libraries
Certificates, drawings, contracts, manuals and reports filed against the right account and order, always the current version.
Accounts, roles and permissions
Company accounts with several users, each seeing only what their role allows, with the customer's own admin adding and removing people.
Requests and support
Returns, quote requests and questions logged against the order, routed to the right person, with the reply visible in the portal.
SYSTEMS AND TOOLS WE COMMONLY WORK WITH
- BUILD
- Next.js
- React
- TypeScript
- Node.js
- PostgreSQL
- READS FROM
- SAP Business One
- NetSuite
- Microsoft Dynamics 365
- Odoo
- Salesforce
- HubSpot
- Xero
- QuickBooks
- carrier APIs
- SIGN-IN AND SECURITY
- Microsoft Entra ID
- Google sign-in
- single sign-on (SAML, OpenID Connect)
- multi-factor authentication
- PORTAL PLATFORMS, WHEN THEY FIT
- HubSpot customer portal
- Salesforce Experience Cloud
- Shopify B2B
- Odoo portal
We pick tools for your situation, not ours. If something you already run does the job, we keep it.
HOW IT WORKS
- 01
A 10-day first step
One process or page, mapped with the people who do the work and shown working. You leave with a business case and a dated plan, and keep everything it produced.
- 02
Build in short, visible steps
Working software every week or two on a staging site you can click, with weekly written notes on what moved and what we need from you.
- 03
Launch and hand over
Released carefully, with monitoring switched on, then a handover pack: code, docs, runbooks and a session with your team.
- 04
Look after it
Support, monitoring and improvements on terms agreed in writing before we start, with a named team who knows the work.
WHERE WE DO THIS MOST
QUESTIONS BUYERS ASK
- What does a B2B customer portal include?
- Usually five things: order status and tracking, reorders at the customer's own prices, invoices and statements, a library of documents such as certificates and drawings, and a way to raise requests like returns or quotes. We start with the questions your team answers most often by phone and email, build those first, and add the rest once customers are using it.
- Which systems does the portal read from?
- Whichever already hold the answers: your ERP for orders, stock and prices, your CRM for accounts and contacts, accounting for invoices and balances, and carriers for tracking. The portal reads from them rather than keeping a separate copy, so a customer never sees a status your team cannot. Where a system has no API, we use exports or a small connector and tell you its limits.
- How do logins, roles and security work?
- Each customer company gets an account with its own users. Roles decide who sees prices, who can place orders and who can only download documents, and the customer's admin manages their own people. We support multi-factor sign-in and single sign-on, log every action, encrypt data in transit and at rest, and test that one customer can never see another's records.
- Does the portal work on a phone?
- Yes. We design it for a phone first, because a site manager checking a delivery or a buyer approving a reorder is rarely at a desk. Everything works in the phone's browser, with no app to install. If your customers need offline use or barcode scanning, we will talk through a native app, but most portals do not need one.
- Should we use portal software or build a custom portal?
- If your CRM or e-commerce platform already includes a portal and it shows what your customers ask about, use it, and we can set it up for you. Build custom when the answers live across several systems, when prices and permissions differ for each customer, or when the portal must follow your processes rather than the vendor's. We compare both routes in the first step.
- Can the portal work with our CRM and website?
- Yes. It can sit at your own address, such as portal.yourcompany.com, match your website's design, and share contacts with your CRM so someone added by sales can be invited straight in. What customers do in the portal, such as reorders and requests, flows back to the CRM, so account managers see each customer's activity without asking.
- Who owns the portal and the data?
- You do, from the first commit: the code in your repositories, the portal in your hosting account and the data in your own systems. There is no licence to us and no lock-in. We hand over documentation and runbooks written so your own team, or another supplier, could look after it.
GUIDES
YOUR FIRST STEP
Start with one process, working in ten days.
Tell us where it slows down. We map it with your team, show it working, and hand you a business case. If the numbers do not work, you keep everything it produced.