A customer portal: fewer emails, a clearer overview

"Where is my order?" "Could you send that invoice again?" "What is the status of my project?" These are questions that come back every day, and that your customers could really look up themselves. That is what a customer portal is for.

What is a customer portal?

A customer portal is a secure part of your website where a customer logs in and finds everything that concerns them: orders, appointments, documents, invoices, the status of a project. He does not have to call or email for it, and you do not have to look it up.

Five signs that you need one

• You answer the same questions about status, invoices or documents every week.
• Files go back and forth as attachments, and nobody knows any more which version is the right one.
• Customers order the same thing every time and still have to email for it every time.
• Information is spread across mailboxes, folders and a spreadsheet.
• When a colleague is away, nobody knows where a project stands.

What is usually in it?

• Orders and status. What has been ordered, what is on its way, what has been delivered.
• Documents and invoices. Always the latest version, to download whenever it suits the customer.
• Ordering or booking again. With one click, based on a previous order.
• Updating details. The customer changes the delivery address, contact person or VAT number themselves.
• Messages per project. Questions and answers sit with the project they are about, not in someone's mailbox.

What you gain from it

Fewer interruptions, to begin with. Every question a customer can answer themselves is an email you do not have to write. You also make fewer mistakes, because everyone is looking at the same data. And your customer experiences it as service: they get their answer straight away, including in the evening and at the weekend.

The link makes the difference

A portal is only useful if the data is correct without anyone having to retype it. That is why it is linked to the systems you already use: your online shop, your planning, your accounting or your CRM. That way the customer sees in the portal exactly what you see in your own system.

Starting small

You do not have to build everything at once. Pick the one question you get most often and solve that first. Often that is "where is my order?" or "can I get my invoice again?". If that works, you build further.

We build a custom customer portal as part of your website, online shop or booking system, in your house style and with the links you need. Which question do you never want to receive by email again? Let us know.