Customer Portal Software
A secure client portal your customers will actually enjoy using
Improve your customer interactions with a safe portal that offers quick access to projects, calendars and self-service options — anywhere, at any time.
What is it?
Your private, secure channel to customers
A client portal is a personal web channel you can use to communicate with and inform your consumers — an extranet, if you prefer: information shared securely with designated outside parties. It's a prime example of how modern technology has improved business collaboration, giving fully secure 24/7 access to collaborative tools with nothing more than an internet connection.
Collaboration
Work together, securely
Communicate and collaborate with internal and external clients, sharing papers, schedules and data records in one place.
Documents
Share confidential files with confidence
Let clients view, download and submit sensitive documents like invoices — simply and safely.
Simple
Easy to use, easy to reach
Straightforward but secure — all your customer needs is a web browser and an internet connection.
Why portals?
Better than email, FTP or VPN
Customers get the information they need, when they need it. Businesses get fewer enquiries, freeing up customer care and sales time — and happier customers who stay loyal. For information sharing, portals beat email, FTP and VPNs outright:
✓Secure exchange of information, including financial data
✓No file size limitations, with support for larger uploads
✓Self-service access to a private repository
✓Version control functions built in
✓A structured folder system — unlike FTP
✓No cost or hassle of maintaining complex VPNs
Made your way
A portal built around how you work
How you use a customer portal is up to you — its applications vary widely by organisation, industry and goals. Our portals are browser-based, so they work on any device, from PC to Mac, and can include features that let you:
1
Store, edit and share documents and files
2
Download or preview files and data records
3
Manage key meetings and events via a calendar
4
Assign tasks, set due dates and track progress
5
Send automatic email notifications on updates
6
Provide secure client messaging
7
Establish a searchable database of knowledge
"We have systems that work together from many years, combining different legacy applications and technologies."
Neil C, Managing Director, A.S.
In practice
Portals we've already built
Healthcare
Patient self-service
A portal enabling users to upload their diabetes meter data securely online.
Operations
Participant management
A single place to maintain participant information and access reports quickly.
Management
Comprehensive reporting
All of a customer's orders over a specified period, with a thorough cost breakdown.
We also frequently integrate customer portals into the other software we provide — including web and mobile applications — so your systems work together from day one.
Security first
Trusted by industries that demand the highest security
We place a premium on the security of your portal's data. We use encryption at rest with SQL Azure, and ensure data is stored on critical systems that adhere to multiple security guidelines and are shielded from the outside world. We've earned the trust of small businesses across healthcare, education, financial services and insurance — sectors that demand nothing less.
In need of a secure customer portal for your business?
Get in touch with our experts today.
Contact us