What Is a Customer Portal?
A customer portal is a secure online area where customers can access information and services related to their account.
Common Customer Portal Features
• Secure login • Customer profile • Orders • Invoices • Documents • Support requests • Notifications • Payments • Account settings
Plan the User Journey
Start by identifying what customers currently request from your team. The portal should make those tasks easier rather than adding unnecessary complexity.
Security Matters
Customer portals handle private business information, so authentication, authorization, secure sessions, data protection and monitoring should be considered from the beginning.
Integrations
A portal can connect to CRM, ERP, payment and internal systems through APIs.
Read what CRM software is and custom software development.