Customer Portal

Give clients their own data — documents, statuses, requests — instead of emailing it on request.

Integrations

CRM
ERP
1C
Microsoft 365
REST API

The task

Clients ask for status updates, copies of documents and historical records by email, and someone finds each one manually. The requests are predictable, repetitive, and consume account management time that should go into the relationship.

What it works from

Client records from your CRM or ERP
Documents, invoices and reports already generated internally
Order, project or request status data
Your rules on who may see what

The automated workflow

A client signs in to an area scoped strictly to their own organisation.
Statuses are shown live from the source system rather than copied.
Documents are available for download, with every access recorded.
Requests submitted through the portal create records in your internal system.
Notifications are sent when something the client is watching changes.
Client-side administrators manage their own colleagues' access.

Where a human stays in control

You define exactly which fields are exposed; the default is that nothing is.
Access is scoped per organisation and per role, and verified server-side on every request.
Document access is logged, so you can answer who saw what and when.
Requests are routed to a named internal owner rather than an unattended queue.

Integrations

CRM
Read and write deals, contacts and activities so qualified enquiries land where sales already works.
ERP
Orders, inventory and finance records synchronised through a validated adapter rather than a nightly spreadsheet.
1C
Exchange with 1C configurations through supported interfaces, with reconciliation and a quarantine for bad records.
Microsoft 365
Identity, mail, calendars and document libraries, with permissions respected rather than bypassed.
REST API
Documented, versioned and authenticated endpoints — both consuming yours and exposing ours.

Expected effect

Described qualitatively. Actual impact depends on your volumes, data quality and process discipline.

Routine status and document requests drop, because clients can self-serve.
Account managers spend time on the relationship rather than on retrieval.
Clients get answers outside your working hours and time zone.
Every document access is auditable, which matters in regulated relationships.

Limits and what this does not do

It only shows what your internal systems actually hold. Where status is tracked informally by email, that has to be fixed first — the portal will expose the gap rather than fill it.
Exposing data to clients raises access-control questions that need a decision from you, not a default from us.
Clients have to be onboarded onto it. A portal nobody logs into changes nothing.