Solution — Customer Portals
Give customers a portal, not a spreadsheet.
Replace email threads and PDF attachments with a self-service portal your customers can log into. Track their orders, view their invoices, submit requests, and get updates — on any device.
What customers can do in their portal
Everything they need, in one place
You define the data model and the permissions. Customers get a clean, branded interface to interact with their own records.
📄
Invoice history & downloads
Customers browse their invoice history, check payment status, and download PDFs — without calling your accounts team.
📦
Order and delivery tracking
Show real-time order status, estimated delivery, and full order history. Customers get answers immediately instead of chasing your support inbox.
🎫
Support ticket submission
Customers submit, track, and reply to support requests through the portal. Your team manages responses in the same app with different role permissions.
📋
Onboarding checklists
Guide new customers through onboarding tasks. They check off steps, upload required documents, and both sides can see progress in real time.
🏗
Project status portals
Share project milestones, deliverables, and status updates with clients. They have read access to their project; only your team can edit.
📑
Contract and document access
Store contracts, agreements, and compliance documents in a portal that customers can access 24/7 — with proper role-based visibility.
Security and isolation built in
Row-level access control means each customer only sees their own records. Customer A cannot browse Customer B's data — ever. No custom security code required.
1
One app, many customers
A single app serves all your customers. Row-level filtering ensures each customer sees only their data — no separate deployments per customer.
2
Email invitations, instant access
Onboard a new customer by sending an invitation email. They set their password and go straight into their portal — web, Android, or iOS.
3
Real-time data, always current
The portal reads directly from your database. When your team updates an order status or uploads an invoice, customers see the change immediately — no batch sync.
Launch your customer portal this week.
Free trial. No credit card. Deploy to web, Android, and iOS.