Customer portals
A customer portal gives your customers a place to view information or make requests. We build it around what your customers and staff need to do.
Discuss your projectWhen is a customer portal useful?
A portal can help when customers regularly ask for the same information or requests arrive across separate emails. They might need to view a file, submit information or follow a request. The right features depend on your workflow.
Access for the right people
We establish who can view and change which information. Sometimes that means one customer with an account; sometimes several people from an organisation work together. We define those roles before building.
Connecting to your existing systems
If information already lives in another system, we check whether the portal can use it. This depends on the available API, access permissions and data quality.
Experience with different user roles
In Prolex, children, parents and teachers have different tasks. That experience is relevant to portals where users need different information and features. We work out your customer portal for your own situation.
What do we need to start?
Tell us who will use the portal, what customers currently ask for and where the information is stored. That helps us establish which features are needed first and what is technically possible.