Software · Client portal

A portal for your clients

Fewer repeated emails and calls. We build a private space where your clients check their information, download documents, place orders or open tickets on their own, 24/7.

  • Secure access
  • Self-service
  • Less manual support
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What it includes

Everything your client portals

Secure access

Login and permissions so each client sees only their own.

Documents and information

Invoices, contracts, statuses and data always available to the client.

Orders and requests

Let them order, hire or request without writing you an email.

Support and tickets

A tidy channel for queries and tickets, integrated with your operations.

How we do it

How we do it

  1. What each client sees

    We define what information the portal exposes and to whom. Invoices, documents, orders or tickets, depending on your business.

  2. Access and permissions

    We set up secure login and role-based permissions. Each client accesses only their own, with data encrypted and protected.

  3. We connect your systems

    We link the portal with your CRM, invoicing or ERP. The information the client sees is real and always up to date.

  4. Self-service up and running

    We enable downloads, orders and tickets so they solve things on their own. We launch, train and cut emails and calls.

Self-service 24/7

Less inbox, more autonomy

The portal moves your clients from emailing you to solving things on their own. This is what changes in the day-to-day of your team in Barcelona and beyond.

Before
  • "Can you resend me the invoice?"
  • "How is my order going?"
  • Replies outside working hours
After
  • Downloads their invoices instantly
  • Checks the status of their order
  • Opens tickets whenever they want

FAQ

Preguntas frecuentes

Does it connect with my systems?

Yes. The portal feeds from your CRM, invoicing or ERP to show real, up-to-date information.

Is it secure?

Yes: access with permissions, encrypted data and good security practices to protect your clients’ information.

Does it reduce my team’s workload?

A lot: self-service removes much of the repetitive day-to-day emails and calls.

More custom software

Other services we build

SaaS Development Custom CRM Booking Systems Panels and Dashboards Custom Applications Integrations and APIs

Shall we start?

Get your client portals up and running

Tell us about your case and we’ll give you a clear plan and quote, free and with no commitment.

Request a quote See custom software