Customer Portal Software

By providing a customer portal that is secure and allows quick access to projects and calendars along with enabling the consumer to self-serve you can improve your customer relations.

Customer portals are an excellent example of companies increasing their abilities to collaborate. This is why, among companies dealing with multiple clients, customer portals have become popular due to their ability to allow the customer to securely access, 24/7, collaborative tools using only an internet connection.

Graphical representation of customer portal software

What is Customer Portal Software?

Customer portal software provides an online private channel through which customers are provided with information and support. There are two different types of customer portal software; the intranet and the extranet. The intranet is used to share information internally with employees with the extranet is used to securely share information with named external parties. Although these portals are easy to use, you will only require a secure internet connection, their uses are vast. You can use customer portals to interact with internal and external clients while allowing them to have access to date records, documents, and schedules. You can also use portals to allow your customers to view, download or upload documents such as invoices, etc.

The Benefits of Customer Portal Software

The benefits of using customer portal software are two ways; not only do the clients’ benefit but also the businesses using them. While these portals allow the customers to access the desired information whenever they might require it, they also save time with reduced queries for staff allowing for customer satisfaction and retention.

While there are numerous other ways to share information with clients, the benefits of using customer portals trump them. Emails, File Transfer Protocols, and Virtual Private Networks have been used by businesses in this case however they fail to provide the following benefits as efficiently as customer portals do:

  • No file size limitations (unlike emails),
  • The ability to upload and manage larger files,
  • Self-service access to a private repository,
  • Secure exchange of private and financial information,
  • A structure folder system, and
  • Version control functions.

How Can Customer Portal Help you?

Customer portals have a wide variety of functions and can be adjusted according to the requirement of your industry or organization. Being browser-based, our customer portals work across any platform – from PC to Mac – and can include functionality that gives you the ability to:

  • Store, edit, and share documents and files
  • Download and preview files or data records
  • Manage your key meetings and events via an events calendar
  • Assign tasks, set due dates, and update your progress – useful for keeping projects on schedule
  • Send automatic email notifications when there are updates
  • Provide secure client messaging
  • Establish a searchable database of knowledge

As an example, we’ve created customer portals that:

  • Allow participants to enter diabetes meter readings online
  • Provide an area where customers can gain access to reports and manage participant information easily
  • Provide detailed management reporting, including all of a customer’s orders over a given period with a detailed breakdown of costs


Since the security of our client’s information is paramount to us, we use encryption at rest with SQL Azure. Since the Government, NHS and healthcare, education, financial services, and the insurance industry – all of whom require the highest degree of security possible – trust us with the security of their information; we ensure that such data is held on mission-critical systems which conform to multiple security standards and are locked down from the outside world.

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