What are customer portal solutions?
Definition of CPS
Customer portals are a private online channel through which you can provide support and information to your customers. A portal acts as a central information hub that resolves queries that would normally be assigned to your support staff.
Portals are simple yet secure: all your customers need is an internet connection and a web browser. From one login they can:
- track orders, projects and service requests
- download invoices, contracts and reports
- update their own account details
- find answers and raise support tickets 24/7
Why implement a customer portal solution?
Benefits of CPS
By implementing a customer portal solution, your clients can be completely self-serving — and your team spends less time answering the same questions.
Secure information exchange
Share contracts, invoices and sensitive data through encrypted, permission-based access instead of email attachments.
Clients gain independence
Customers find answers, update their details and track progress 24/7, without waiting for your support team.
Manage larger files
Upload and share large files securely, with no attachment limits or third-party transfer tools.
Increased customer satisfaction
Faster answers and a personalised experience keep customers happier and more loyal.
Better version control
Everyone works from the latest version of every document, with a full history of changes.
Strict file storage system
Structured folders, user roles and retention rules keep information organised and compliant.
Use cases for customer portal solutions
CPS examples
Quality portal solutions aren’t “out-of-the-box”. If you’re looking to create a unique solution, we can build one to fit your industry, your organisation and your key goals.
FAQs for customer queries
A searchable knowledge base that answers common questions instantly and cuts support tickets.
Individual data management
Customers view and update their own account details, orders, invoices and preferences.
Community forums
A moderated space where customers share tips and solve problems together.
Centralised access to documents
Contracts, reports and manuals in one secure place, available whenever customers need them.
How we deliver your portal
From idea to live portal
We design and build portals around your users and connect them to the systems you already run, so information is always accurate and up to date.
1. Discovery
We map your customers’ journeys, the questions they ask and the data they need.
2. UX and design
We design a clear, branded interface that works on any device.
3. Build and integrate
We develop the portal and connect it to your CRM, ERP, document stores and single sign-on.
4. Launch and support
We go live, train your team and keep the portal secure, updated and improving.
Contact us
Ready to skyrocket customer satisfaction?
It’s time to implement your CPS solution in your business. Get in touch with a member of our sales team to hear more about our customer portal development.