SaaS & Subscription SystemsCustom quote
Customer Portal Development
Development of authenticated customer areas for supported functions such as account information, documents, requests, invoices or service status.
From $300 · 3-8 weeks
Starting from
$300
Typical range: $300 – $2,000
3-8 weeks
Type: Custom quote
Final pricing depends on approved project scope and complexity.
Overview
The portal gives your customers a logged-in space connected to the systems where their data already lives, such as your CRM, billing tool or internal database. Typical features include viewing account details, downloading documents and invoices, submitting and tracking requests, and receiving notifications about status changes. Each customer sees only their own records. You receive the deployed portal, its source code, and documentation of the integrations and user roles.
Benefits
Customers find information without contacting support
Documents and invoices in one secure place
Request status visible to customers
Data pulled from your existing systems
What's included
- Portal design
- Secure access
- File and invoice views
- Request tracking
Typical use cases
- Support team answering repetitive status questions by email
- Sending invoices and documents as email attachments
- B2B service where clients need to submit and track requests
- Replacing a shared folder used to exchange files with customers
- Giving customers access to service or project status
How it works
- Customer journeys and portal features defined
- Integration mapping with existing systems
- Portal interface and secure login build
- Documents, invoices and request tracking implementation
- Testing with sample customers and deployment
What we need from you
- List of features customers should access in the portal
- API or database access to the systems holding customer data
- Branding assets for the portal interface
- Test customer accounts and sample data
Service FAQ
Yes, if those systems provide an API or database access, the portal can display and update their data. The available integrations are confirmed during the integration mapping step.
Related services
Starting from
$300
Typical range: $300 – $2,000
3-8 weeks
Type: Custom quote
Final pricing depends on approved project scope and complexity.
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