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Online portal development for customers, partners and teams

Give every customer, partner or employee a secure login where they find their documents, orders, invoices and answers without calling your office.

Custom-built for youYou own the source code15 years, 750+ projectsUSA, UK, Europe & Canada
Overview

What a custom portal can do for you

Every repeated "can you send me..." email is a sign you need a portal. With online portal development we build a secure, branded space where people help themselves: download documents, track orders, pay invoices and raise requests at any hour.

Portals connect to the systems you already run, such as your CRM, ERP or accounting software, so information is always current and your team handles far fewer routine requests.

Features

Everything included

Every feature is built for your workflow, and you choose what goes into the first version.

Secure login

Email, single sign-on and two-factor authentication with role-based access for every user type.

Documents and files

Share contracts, reports and files securely, with version history and e-signatures.

Invoices and payments

Customers view statements and pay online by card or bank transfer.

Orders and tracking

Live status for orders, shipments, projects or applications.

Requests and support tickets

Forms and tickets with status updates instead of long email threads.

Approvals and workflows

Multi-step approvals for quotes, changes and requests with notifications.

Dashboards

Personal dashboards showing each user exactly the numbers they care about.

Notifications

Email, SMS and in-app alerts when something needs attention.

Audit logs

A full record of who viewed or changed what, for security and compliance.

Built for

Types of portals we build

  • Customer portals for orders, invoices and support
  • Partner, dealer and vendor portals
  • Employee portals and intranets
  • Membership and community portals
  • Client portals for agencies, accountants and law firms

Integrations

Salesforce & HubSpotQuickBooks & XeroERP systemsStripeDocuSignMicrosoft 365 / Azure ADGoogle WorkspaceREST & SOAP APIs
Process

From idea to launch

Clear steps with working previews along the way.

  1. Discovery call

    We learn your goals, users and must-have features. Free, no obligation.

  2. Fixed-price proposal

    Written scope, timeline and price, with optional phases.

  3. Design & build

    Clickable designs first, then development with weekly previews.

  4. Launch & support

    Testing, training, go-live and ongoing care plans.

FAQ

Online portals: common questions

What is an online portal?

A secure website area where specific people log in to see and manage their own information, such as orders, documents, invoices or requests.

Can the portal connect to our existing software?

Yes. We integrate with CRMs, ERPs, accounting systems and custom databases through their APIs so data stays in sync.

How secure is it?

We use encrypted connections, hashed passwords, two-factor authentication, role-based permissions and audit logs, and host it on secure infrastructure.

How long does portal development take?

Most portals launch a first version in 6 to 12 weeks, depending on integrations, and grow in stages.

Can it work as a mobile app?

Yes. Portals are mobile-friendly, and we can also build native iOS and Android apps on top of them.

Let’s build your online portal development.

Tell us how your team works today and what you want to improve. We reply within one working day with ideas and a fixed-price proposal.