// Overview
Where this product fits
// Audience
Who it is for
Businesses whose customers email or call to check an order, download an invoice, update their details or raise a request that a web page could handle for them.
// Problem
The problem
Every routine request lands on your staff, customers wait for answers they could find themselves, and the data they need sits in systems they cannot see.
// Deliverables
What we would build
Secure sign-in for each customer
Each customer signs in to a private account and sees only their own records, with secure password reset and sessions that expire when idle.
Orders, invoices and documents
Customers check an order, download an invoice or find a contract themselves, at any hour, instead of emailing your staff and waiting.
Requests and their status
Customers raise a request from the portal and follow its status as it moves, so fewer people call to ask where things stand.
Account and team settings
Customers update their details, invite colleagues and manage who sees what, without asking your team to make the change for them.
Integrations with your systems
The portal reads from and writes to the systems you already run, such as your CRM or billing, so data stays in one place.
An accessible, responsive interface
The portal works on phones, tablets and desktops, and follows accessibility guidance so every customer can use it, including with a screen reader.
// Process
How it works
- 01.
Customers sign in to their own account
Each customer reaches only their own data, with access checked on every request and not just at sign-in.
- 02.
The portal reads from your systems
Orders, invoices and account data come straight from the systems you run, so the portal always shows the current picture.
- 03.
Requests reach the right person
Each request goes to the team that handles it, with its details attached, so nobody has to forward it by hand.
- 04.
Updates reach the customer by email
When a request or an order changes, the customer gets an email with the new status and a link back to the portal.
Let's build
your product.
Tell us what you're building and where it stands. We'll scope it with you on a call and give you a straight answer on fit.
- 01
Book a call
Pick a time on our calendar and tell us what you want to build.
- 02
Shape the scope
Together we name the users, the first release and what success looks like.
- 03
Get a proposal
We send a written plan with the scope, the steps and the engagement that fits.
- 04
Start the work
We begin with Discovery and show you working software early and often.