Requests without retyping
Let customers provide their information once. Decide which details need to reach your CRM, ERP or administration.
Customer portal development
Your customer takes action. You stay in control.
Requests, documents and progress updates in one place. We build a custom customer portal around your workflow and connect it to your existing systems.
Tell us what you want to improve. We will agree the workflow and demo with you first.
Example companyMy workspace
Interactive exampleRequest #1042
Everything with the right request.
Warehouse deliveryIn progress
Service requestScheduled
New orderInformation needed
Latest activity
Your team has started reviewing the request.
Request #1042
Documents without the search.
Order confirmation.pdfAvailable
Technical specification.pdfFor review
Delivery appointment.pdfAvailable
Latest activity
Your team has started reviewing the request.
Request #1042
Everyone knows the next step.
Request receivedComplete
Review by your teamCurrent step
Customer updateNext step
Latest activity
Your team has started reviewing the request.
Customers can only see their own information.
Your customer provides information. Your team sees what is complete and what needs attention.
Fictional data. This example illustrates possibilities; your portal will have its own setup.
- One team for development and maintenance
- Connections to your existing software
- Start with one workflow
A customer portal that takes work off your hands.
A customer portal is a private online environment where customers find information and take action themselves. They can submit requests, share documents or follow an order’s progress. Your staff work from the same information, with access appropriate to their role.
Documents with the right order
Keep agreements, attachments and versions in a clear location. Define who can view, change or approve each item.
A clear next step
Show the current status and what is still needed. Customers can move forward and your team spends less time gathering information.
Different businesses. Familiar processes.
See how portals, online shops and websites support a specific part of the work. These anonymised examples draw on our development practice.
The screens below are schematic examples with fictional content. They illustrate functionality without customer data or promises about savings and revenue.
Trade and contract management
From commercial agreement to a complete contract file.
For a trading business, agreements, product specifications, contract versions and delivery documents belong to the same transaction. This example brings those elements together.
- Record the agreement
- Review and sign
- Check the delivery
Contract file
- Draft agreementUnder review
- Product specificationAttached
- Delivery documentRequest
Explore the features and use case: Trade and contract management
What the application supports
- Build contracts from deal information, with their own status and version.
- Include internal review and digital signing in the process.
- Flag missing or inconsistent delivery documents in a checklist.
When this could fit your business
For trading and distribution businesses where sales, administration and operations work on the same file.
Which approval or document currently delays your contract process?
Request a demo for a similar workflow: Trade and contract managementAsset management and field service
The installation, the incident and the work order together.
A service organisation manages installations across multiple sites. An asset portal connects technical records with incidents, work orders and the history of each installation.
- Register the installation
- Assign the work order
- Record the work
Installation overview
- Installation at site ARegistered
- Maintenance work orderAssigned
- Handover documentAvailable
Explore the features and use case: Asset management and field service
What the application supports
- Manage installations and components by location and organisation.
- Organise work orders by status, type and priority, linked to an installation.
- Find incident history and handover documents alongside the work.
When this could fit your business
For installation, maintenance and service businesses with multiple sites, teams or delivery partners.
When an incident occurs, can your team immediately see the installation’s service history?
Request a demo for a similar workflow: Asset management and field serviceEnergy and document review
Charging records and supporting documents in one file.
An administration portal for charging points combines registration, periodic charging data and document review. Users submit information; administrators check what is complete.
- Register a charging point
- Submit the data
- Review the file
File review
- Charging point registrationReceived
- Periodic charging dataSubmitted
- Supporting documentAdd information
Explore the features and use case: Energy and document review
What the application supports
- Register charging points within an organisation and assign access by user role.
- Submit charging records manually or through files and link them to the relevant charging points.
- Manage evidence, authorisations and document requirements for each file.
When this could fit your business
For service providers collecting information and evidence from customers and reviewing it through a defined process.
Which information do you currently have to request from customers repeatedly?
Request a demo for a similar workflow: Energy and document reviewTovoT customer and management portal
From customer requests to progress, hosting and invoices.
Our own TovoT portal connects customer collaboration with day-to-day operations. Customers get an overview of their own products and services; our team works from a central management environment.
Explore the TovoT portal in more detail- Add a request
- Set the priority
- Follow progress
TovoT · example customer overview
- My productsProgress
- My requestsPriorities
- Hosting and domainsOverview
- Invoices and subscriptionsView
Explore the features and use case: TovoT customer and management portal
What the application supports
- Prioritise customer requests by product and display available sprint progress.
- Give customers insight into their hosting, domains, invoices and subscriptions, depending on configuration and connections.
- Bring customer records, subscriptions, support tickets, demos and SEO reports together for the team.
When this could fit your business
For agencies, software businesses and service providers supporting projects and ongoing services through one environment.
How many places does your team currently need to open to answer a question about a request, agreement or invoice?
Request a demo for a similar workflow: TovoT customer and management portalOnline shop and customer account
From finding a product to finding an order.
An online shop modernisation for a technical products supplier connects a structured catalogue with product pages, a shopping cart and a customer account.
- Find a product
- Build an order
- Find the order again
Ordering environment
- Product categoryBrowse
- Shopping cartBuild
- My ordersFind
Explore the features and use case: Online shop and customer account
What the application supports
- Make products accessible through categories, collections and search results.
- Include a shopping cart and checkout in the ordering journey.
- Bring orders, addresses and account settings together.
When this could fit your business
For suppliers with a large catalogue looking to renew their product information and online ordering journey.
Where do customers get stuck between finding a product and placing an order?
Request a demo for a similar workflow: Online shop and customer accountWebsite and product guidance
Technical information that helps visitors take the next step.
A business website for a technical supplier combines service information with a searchable collection of product sheets and a route to product guidance.
- Choose an application
- Find product information
- Request advice
Product information
- Product sheetSearch
- Application adviceSelect
- Contact a specialistRequest
Explore the features and use case: Website and product guidance
What the application supports
- Make product sheets searchable through a central entry point.
- Provide access to product guidance based on a vehicle or model selection.
- Offer service and product information in multiple languages.
When this could fit your business
For technical suppliers helping visitors make a choice before contacting them or placing an order.
Which product question should visitors be able to answer on your website?
Request a demo for a similar workflow: Website and product guidanceBusiness services website
From expertise to a focused enquiry.
A website for a consultancy and development business makes its services recognisable and supports the visitor’s decision with project examples and team information.
- Explore a service
- Read a project example
- Get in touch
Expertise website
- ServicesExplore
- Project examplesLearn more
- Process questionDiscuss
Explore the features and use case: Business services website
What the application supports
- Give distinct areas of expertise a recognisable place.
- Use project examples and team profiles to explain the approach.
- Guide visitors from relevant content to a conversation.
When this could fit your business
For consultancies and business service providers whose visitors need to assess expertise and suitability first.
Does a new visitor understand which specific problem they can ask you to solve?
Request a demo for a similar workflow: Business services websiteYour existing systems are the starting point.
A new portal should not become another isolated system. We assess which information is already in your ERP, CRM or accounting software and how to exchange it responsibly.
Explore our technical expertise- ERP and order management
- CRM and customer records
- Accounting and invoices
- Documents and existing apps
Integrations depend on available APIs, licences and access rights. We check these before agreeing on scope and price.
From one workflow to a working portal.
We map the process
Who will use the portal, where is the manual work and which systems are involved? Together we choose a clearly defined first use case.
You see how it will work
We make the screens and steps concrete. You review the proposal before we build the complete solution.
We build, connect and test
We test access by role, data exchange and the complete workflow with your team, including errors and exceptions.
We maintain and improve
We agree on hosting, updates, backups and support. New features follow actual usage and your priorities.
Our own portal
The TovoT portal connects customer contact with business operations.
A customer request rarely stands alone. It relates to a product, schedule, service or invoice. The TovoT portal brings that context together, with a customer environment and a separate management environment for our team.
What customers can see
Products, requests and progress
Add requests to a product, indicate priorities and follow available sprint information.
Hosting and domains
An overview of their own websites, domains, renewal dates and related services.
Invoices and subscriptions
View their own invoices, outstanding balances and active subscriptions once the administration is connected.
What the TovoT team manages
Customers, services and finances
Connect customer records and subscriptions to products and administration. Authorised staff can review financial overviews and discrepancies with invoicing.
Demos and SEO opportunities
Organise customer demos, manage presentation links and keep SEO analyses with sources and next steps alongside a proposal.
Support and connections
View open HubSpot support tickets by customer. Manage connections for ClickUp, Moneybird, Toggl, hosting and website management, among others.
Visible information depends on the user’s role, configuration and available connections. The examples on this page use fictional data; no customer administration is shown.
When does custom development make sense?
A custom solution fits when…
- your workflow spans several systems or teams;
- customers and employees need different access rights;
- your existing software does not support the way you need to work.
An existing product may be enough
If you only need to share files or add a simple form, an existing solution may do the job. We explore that in our first conversation.
How much does a custom customer portal cost?
The investment depends on features, integrations and any data that needs to be migrated. You receive a proposal based on your workflow with a clearly defined scope.
Development and setup
Screens, workflows, roles and permissions, data migration and testing.
Integrations
API availability, one-way or two-way exchange, error handling and licence costs.
Ongoing maintenance
Hosting, backups, updates, support and agreements for future development.
Start with the smallest version that supports a complete workflow. Then assess what the portal delivers in practice.
Discuss your portal with a demo requestQuestions to answer before you start.
How does a customer portal differ from a business portal?
A customer portal is a private online environment for customers. A business portal may also serve employees or partners. We start by identifying who will use it and what they need to do.
Can you connect the portal to my ERP or CRM?
We investigate your existing software’s capabilities, such as an API or a supported export. We assess licences, access, which system owns each record and how errors are handled before agreeing on the integration.
How long does customer portal development take?
The timeline depends on the initial scope, integrations and the availability of data and feedback. After discussing the workflow, we create a plan with concrete milestones. We do not promise a fixed timeline before understanding these dependencies.
How do you handle security and access?
We define access rights for each role and test that customers can only see their own information. Data storage, backups, logging and updates form part of the design and maintenance arrangements. We discuss specific requirements before development.
Will the portal work on a phone?
We design for desktop, tablet and mobile. If you need offline functionality or access to device features, we discuss whether a web app is enough or a different approach is required.
What happens after launch?
We agree on responsibility for hosting, technical maintenance, support and further development. Access, documentation, source code and handover arrangements are included in the proposal so you know what to expect.
Request a demo for your workflow.
Which task would you like to make easier for customers or colleagues? Tell us briefly so we can agree which demo will best illustrate your needs.
What happens next
- We discuss your request and agree the scope together.
- We agree what the demo will show and what is needed to create it.
- You receive a personal link when your demo is ready.
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