Customer and B2B portals connected to your business systems

Customer portal with information available without another e-mail

We design a panel for contractors, partners or clients using the services. After logging in, the user sees information about his company and role. Instead of another message box, an organized history of cooperation is created.

B2B purchases tailored to the contractor's conditions

On the sales portal, we take into account individual price lists, assortment, availability and payment terms. The customer's employee can prepare an order, which is approved by a person with appropriate authorization before execution.

The portal's scope depends on the process. A catalogue and quotation requests can form the first stage, followed by a shopping cart, payments or automatic repeat orders. We plan warehouse and ERP integration from the outset.

Customer data available only to appropriate people

We determine roles, permissions and how to grant access to the organization. The backend checks permissions for each operation and document. Simply hiding an element in the interface does not protect your data.

We choose corporate sign-in, additional authentication and change history to meet the requirements. The design covers invitations, access revocation and situations where an employee changes company or role.

Portal connected to CRM, ERP or Claris FileMaker

The portal does not have to replace a proven internal system. We provide the necessary functions and data via API, clearly indicating the source of the status, price and document. The synchronization delay should be visible and explainable.

We test interrupt handling, retry of operations and no duplicates. The first stage may involve one process, such as service requests or document retrieval; we develop the next ones based on the work of our clients.