Customer Portal Software

Modern technologies have significantly enhanced companies' collaborative capabilities, and the customer portal serves as a prime example. It is becoming increasingly popular among companies engaged with multiple clients due to its capacity to offer entirely secure 24/7 access to collaborative tools through a simple internet connection.

What is Customer Portal Software?

A customer portal serves as a confidential online channel for delivering support and information to your customers. It is alternatively known as an extranet when securely sharing information with specified external parties or an intranet when sharing information internally with employees.

Customer portals enable interaction and collaboration with both internal and external clients, facilitating the sharing of information like data records, schedules, and documents. Additionally, you can utilize a portal to enable customers to view, download, and upload private information, such as invoices and more.

Customer portals are easily accessible yet secure. All that is required is an internet connection and a web browser.

What are the benefits of a Customer Portal Software?

Customer portals empower you to enhance the value for your customers by offering a highly personalized, interactive service. This service remains accessible to them even when your business is closed.

Customers can obtain answers to their inquiries and access information you choose to provide, along with various self-service options for downloading policy details or completing transactions. This provides them with timely access to the necessary information, while benefiting your business by decreasing queries, thereby freeing up your customer service and sales staff. Additionally, it enhances customer satisfaction, contributing to improved customer retention.

When it comes to information sharing, customer portals outperform email, File Transfer Protocol (FTP), and Virtual Private Networks (VPNs). You eliminate the concerns and costs associated with supporting complex VPNs, while both you and your customers enjoy:

• the capability to securely exchange information, including financial data.
• no file size limitations
• access to a private repository through self-service
• capability to upload and manage larger files
• functions for version control
• a well-organized folder system (unlike FTP)

How a Customer Portal Can Help You

There is no definitive or incorrect method for utilizing a customer portal. Its applications will vary significantly depending on your industry, organization, and the specific goals you aim to achieve.

As they are browser-based, our customer portals are compatible with any platform, whether it be PC or Mac. – They can incorporate functionality that provides you with the capability to:

• store, edit, and share documents and files
• download or preview files or data records
• manage your important meetings and events using an events calendar
• assign tasks, establish due dates, and track progress – beneficial for maintaining project schedules
• send automatic email notifications when there are updates
• offer secure client messaging
• create a searchable knowledge database

As an example, we’ve created customer portals that:

• enable participants to input diabetes meter readings online
• offer a space where customers can access reports and easily manage participant information
• deliver comprehensive management reporting, including all of a customer's orders over a specified period, accompanied by a detailed breakdown of costs

We routinely incorporate customer portals into other software systems we provide, including web apps, mobile apps, and white label software

Customer Portal Security

Our preferred technology, Microsoft SQL Server, has consistently earned the distinction of being voted the most secure database for five consecutive years.¹.

Ensuring the security of the information in your customer portal is our top priority, which is why we employ 256-bit SSL encryption, equivalent to that used in online banking. We guarantee that data is stored on mission-critical systems adhering to multiple security standards and is restricted from external access.

Industries such as the Government, NHS and healthcare, education, financial services, and insurance, all of which demand the utmost level of security, have entrusted us with their data.

If you’re interested in a new customer portal for your business, or you’d like to find out more about how we can integrate a customer portal with our other services, give our team a call on 080 0987 5449.