Key takeaways
- Portals reduce support load and improve satisfaction.
- Include: account, orders, documents, tickets, billing.
- Start with the top 3 requests. Expand from there.
A customer portal lets customers help themselves: view orders, update details, access documents, submit requests. It reduces support load and improves satisfaction—and it's often easier to build than you think.
Less support, happier customers
When customers can access what they need without calling or emailing, everyone wins. Support volume drops. Customers get answers faster. And you can focus on the queries that actually need a human.
What to include
- Account and profile management
- Order history and status
- Documents and downloads
- Support ticket history
- Billing and invoices
Start simple
You don't need a full portal on day one. Start with the top 3 things customers ask for. Add more as you learn. A simple portal that works beats a complex one that doesn't.
FAQs
Authentication (login), role-based access, and HTTPS. Don't expose customer data to other customers.
Yes. Portals typically pull from your CRM, order system, or database. We build the connections.
Ready to build a customer portal?
We build portals that reduce support and improve experience.