What is a customer portal?
A customer portal is a secure, logged-in area of a company’s website or app where customers see their orders, invoices, documents and requests, and handle routine tasks themselves. It is usually connected to 1C, a CRM or an ERP.
Also called: client portal, B2B portal
Why it matters
A portal takes the “where is my order” calls and WhatsApp messages off your managers and gives customers answers at any hour. It shows data your 1C, CRM or ERP already holds, so nobody keys it in twice. It needs proper logins and roles, and contracts and acts can be signed with an electronic digital signature through NCALayer.
1Typical featuresOrder status, invoices and payments, acts and ESF e-invoices, support requests and company details.
2Connected, not copiedThe portal reads live data from 1C, the CRM or the ERP instead of keeping its own copy.
3Built-in or customOdoo, Salesforce and HubSpot have portal features; a custom portal fits when your process is unusual.
ExampleA wholesale supplier in Almaty answers dealers by phone every day: where is the shipment, please send the reconciliation statement. A portal connected to 1C shows dealers their orders, stock and contract prices, lets them download invoices and ESF e-invoices, and contracts are signed with an electronic digital signature. The phone line is left for the unusual cases.
On this topic
What we do
Customer portal and B2B portalOrders, documents, e-invoices and prices in one account.from 1 000 000 ₸EDS and NCALayerContracts, completion acts and applications signed with an NCA digital signature in your portal, with checks.from 270 000 ₸Odoo app and portalA customer portal and an iOS and Android app that read and write data straight in Odoo.from 1 000 000 ₸Web application developmentCustomer portals, B2B portals, MVPs.from 1 000 000 ₸
Related terms
CRMSoftware that keeps every customer, enquiry, conversation and deal in one place for sales and service.ERPOne system that runs a company’s core processes: sales, purchasing, stock, production and accounting.SSOOne login that gives a user access to several applications without signing in to each one.Web appSoftware that runs in the browser, with logins, data and actions, and needs no installation.EDSAn electronic signature that proves who signed a document and that it has not changed since.
Need to put this in place?
Describe the task, we will name the scope, price and timeline. The price is fixed in the contract.
Your selectionCustomer portal and B2B portalfrom 1 000 000 ₸
The team gets your request; we reply during business hours.Price fixed in the contract before you pay.No calls unless you ask.