A place your customers can look, instead of calling to ask
A large share of the phone calls a trade business takes are people asking for information you already have: what did I order, what do I owe, where is it. A portal does not replace the relationship — it takes the lookups off it.
What it looks like today
- Customers email or call to ask what they ordered and what is outstanding.
- Statements get re-sent because the last one is buried.
- Dealers have no way to check their own account without going through you.
- The same three questions take up a real part of the week.
What replaces it
- Their orders, their invoices, their history, under their own login.
- Documents available to download rather than requested and re-sent.
- Dealers placing and tracking their own orders against their own pricing.
- The calls you get are the ones that need you.
See what this would look like in your business.
Tell us how the work runs today. We'll show you where it leaks and what we would build first, at a fixed price. The first conversation costs nothing.
Scoped so one customer can never see another
This is the part that has to be built rather than configured. Every query is built from the session on the server, never from anything the browser sends, so there is no customer identifier to substitute in a URL. We take this seriously because the failure is silent: a portal that leaks one account into another looks completely normal until it does not.
Dealer networks
A cabinet manufacturer with a national dealer network has a specific version of this — dealers ordering against SKUs and finishes, with their own pricing and their own order history, at a volume that makes phone ordering the bottleneck. The portal is the product in that case, not a convenience on the side.
Questions
Questions about Customer portals
Something else? Ask in the form below, or call (848) 285-5243.
What is a customer portal?
A customer portal is a private page where each of your customers can sign in and see their own orders, invoices, balances and delivery status, and often reorder or pay. It answers the routine "where is my order" and "what do I owe" questions without a phone call.
Can a customer ever see another customer's information?
No. Every customer's view is limited to their own account, and that limit is built into how the portal reads the data, not added as a filter on top. We test that one customer cannot reach another's records.
Can dealers or resellers use it too?
Yes. A dealer portal can give each dealer their own price list, their own orders and their own customers, while you see the whole network from one screen.
Related
Start a conversation
Tell us how your business runs. We'll show you what we'd build.
We'll look at how you work, show you where time and money leak, pick the first piece worth building, and show you what it would look like. A first conversation costs nothing. A real person replies within one business day.