A customer account experience
A branded place for customers to view the information and actions relevant to them.
Customer portals
Give customers and teams a practical place to manage requests, information, documents and project progress.
Discuss your projectLet customers take care of things without another email.
A customer portal gives people a place to see their information, make a request or take the next action. It can make the relationship easier to manage for customers and the team looking after them.
What it could do for you
Explore a few possibilities for your business.
New customers have to keep track of requests for information across email threads.
A clearer start to the relationship.
An onboarding area can show what is needed, let customers provide it and make outstanding items easier to see.
The experience we’re aiming for
I know what you need from me.
What we can build
Useful customer tasks
Onboarding, documents, requests, project updates or approvals selected for the first version.
A working team experience
The accompanying views your staff need to manage customer activity and keep information current.
Your project starts with an agreed scope: what you need, what the first version includes and what a useful result looks like.
Common questions
Can different customers have their own information?
Yes. Separate customer accounts and appropriate access are part of defining the portal. The experience should reflect what each person needs to see and do.
Do we need a large portal from the start?
No. A single useful task, such as collecting documents or showing project updates, can be a focused first version.
Can it look like the rest of our brand?
Yes. The portal can carry your identity through the customer experience, rather than feel disconnected from your website and business.
Tell us about
your project.
A website, an app, an automation, or a question about how to use AI in your business.
Start a project