Custom Client Portal

Build a Custom Client Portal — perfectly tailored to your business.

Documents, order status, support — all in one place. We'll analyze your workflows and set up a portal that truly fits. Fully mobile-responsive — so your customers can help themselves.

Secure Login Area
Documents Always at Hand
Live Order Status

↓ Examples we can tailor to your needs.

This is what your custom client portal could look like

IU

Your Company

Client Portal

customer@example.com
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SSL-encrypted, GDPR-compliant

Document Center

All your documents in one place — no more digging through emails

Invoices, contracts, quotes — your customers can find everything instantly. Categorized, searchable, and available for download anytime.

Invoices

3 Documents

Rechnung-2026-042.pdf

08.04.2026245 KB

Rechnung-2026-038.pdf

15.03.2026198 KB

Rechnung-2026-031.pdf

22.02.2026312 KB

Live Order Status

Your customers can see where their order stands at any time

No more phone calls, no more follow-ups. Every project step is transparently visible in the portal — with dates, statuses, and the next planned action.

Project #2026-042

Heating System — Maier Family

In Progress

Order Received

01.04.2026

Planning Completed

03.04.2026

In Progress

07.04.2026

Quality Check

10.04.2026

Acceptance & Handover

Est. April 14

Overall Progress60%

Build a Self-Service Portal

What your customers do now — and what they could do in the portal

Download an invoice

Before

Phone call or email

1-2 days

With a Portal

Self-service in the portal

10 seconds

Check order status

Before

Follow-up by phone

15 minutes

With a Portal

Live tracker in the portal

Instantly

Submit a support request

Before

Write an email

Uncertain

With a Portal

Ticket in the portal

Instantly confirmed

View a contract

Before

Search the archive

Often can't be found

With a Portal

Instantly accessible

Always available

Support in the Portal

Requests become tickets — so nothing gets lost

Instead of emails getting lost in the inbox, your customers can write directly in the portal. Every request becomes a ticket with a number and a status. You and your team stay on top of everything.

Tickets

Automatically numbered

Priority

Instantly assigned

History

Fully traceable

Notification

Via email & portal

Ticket #1048

In Progress

Notifications

0 new

Always Informed

Your customers find out immediately, when something happens

New document, status change, reply to a request — everything appears as a notification in the portal. Optionally, via email too. No need to ask.

Document uploaded — customer is notified instantly
Order status changed — pushed to the portal
Ticket answered — email + portal notification
Contract expiring — timely reminder

Your Portal at a Glance

Dashboard, Documents, Support — one login, everything included

We'll build your custom customer portal with the exact features your clients need. Clear, organized, and in your branding.

KP

Client Portal

Welcome, Ms. Maier

3

Open Orders

5

New Documents

1

Open Tickets

Do.

Next Appointment

Recent Activity

Invoice-042 uploaded
Ticket #1048 answered
Project #042 — Status updated

The Impact of a Customer Portal

Less work for your team, more transparency for your customers

0%

fewer follow-up calls

0/7

self-service for your customers

0x

faster document access

0%

your branding, your colors

Does This Sound Familiar?

Tell us about your challenges — we'll show you how a custom client portal can solve them

Get a Free Consultation

Personally tailored to your way of working.

No obligation
Custom-tailored to your business
Personal contact, not a call center