Custom B2B Client Portal
Reduce support requests by 60% with a self-service client portal. Your clients access their data, invoices, documents and can submit requests 24/7.
The Challenges You Face
Your team spends hours sending invoices and documents
Clients constantly call for project status
Document exchange happens via insecure email
Impossible to scale customer service with growth
My Approach
A branded client portal where your B2B clients manage everything independently: view invoices, download documents, track projects, submit tickets. Integration with your existing systems (CRM, billing, ERP).
What's Included
A complete solution for your needs
Client Dashboard
Personalized overview per client.
Document Management
Secure upload, sharing and versioning.
Billing
Invoice history, online payment.
Ticketing
Request system with tracking.
The Process
How we work together
Analysis
Audit of client needs and current processes.
UX Design
Intuitive interface for your clients.
Development
Portal + integrations with your systems.
Onboarding
Client migration and training.
Expected Results
What you can expect
Frequently Asked Questions
Everything you need to know
Can we integrate with our current CRM?
How to manage permissions per client?
Ready to Get Started?
Book a free consultation to discuss your project.
How would you like to proceed?
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