A customer portal where customers help themselves .
Orders, documents, invoices and statuses in one place, each customer seeing only their own data. Your back office no longer answers questions the portal answered long ago.
Building portals is what we've done since 2008 and still do.
If you're having a customer portal built, you don't want a separate shadow database next to your administration. You want a front end on the systems you already have. That's why we always start with your ERP, WMS or TMS: that is the source, and the portal shows what's there.
Our customers are wholesalers, logistics service providers and manufacturers with hundreds of customers who currently call or email for every status. We move that traffic to the portal, so your back office has time left for the work that actually deserves attention.
What changes with an customer portal ?
Concretely, in the day-to-day of your back office.
- Customers call for every order status, sometimes three times a day.
- Packing slips and invoices are looked up and emailed on request.
- Your back office loses hours to questions that are already in the system.
- Customers work with outdated price lists and old PDF catalogues.
- Nobody knows which customer has already received which information.
- Customers see their order status themselves, at any time of day.
- Documents and invoices are ready to download, per customer.
- Your back office is left with only the questions that really matter.
- Prices and assortment come live from your ERP, always up to date.
- One source of truth, the same for you and your customer.
What a customer portal contains.
Every portal is built to measure, but these are the building blocks almost every customer chooses.
Orders & statuses
Customers follow their orders from confirmation to delivery. Statuses come straight from your ERP, WMS or TMS, so what the portal shows is always right.
Documents & invoices
Packing slips, invoices, certificates and contracts available per customer. No more mailbox archaeology, everything sits in one findable place.
Permissions & roles
Each customer sees only their own data. Within a customer account you set roles: the planner sees shipments, the bookkeeper sees invoices.
Notifications & self-service
Automatic notifications on status changes and the option to submit returns, repeat orders or questions yourself. Straight into your system, no in-between step.
Systems we connect portals to .
A customer portal is only as good as the data beneath it. These are packages we've built portals on before. Different system? If it has an API or export, it can be done.
Oracle
A portal as a light front end on a heavy Oracle environment, only the data the customer needs.
Shopify
B2B customers get their own environment next to your Shopify shop, with history and documents.
GS1
Article data and barcodes by GS1 standards neatly back in the portal.
From first call to live customer portal .
A fixed rhythm so you know where we stand, and why.
Process Scan
One hour, free. We walk through the questions your back office gets today and see which of them a portal can absorb.
Scope & fixed-fee quote
Which screens, which source systems, which permission structure. Fixed fee, so you know where you stand in advance.
Build & test
We build on a staging environment and test with a handful of real customer accounts. You review everything before anything goes live.
Go-live
First a pilot group of customers, then everyone. We supply invitation emails and a short guide, so the rollout runs smoothly.
Management & monitoring
Monitoring on the integrations, updates and a fixed point of contact. The portal grows with you as your processes change.
Beer logistics with real-time visibility .
De Klok Vortex Logistics handles logistics for beer breweries. Their customers wanted to know what was in stock and where their orders stood, and flooded the planning team with calls.
We built a customer portal connected to their Boltrics WMS. Breweries log in and see stock, orders and shipments just as the warehouse sees them, at any moment.
- Customers see stock and order status without calling.
- Live connection to Boltrics WMS, one source of truth.
- Planning has time left for exceptions instead of status questions.
A customer speaking .
Not a price-list quote, but someone who works with it every day.
“The Boltrics integration went very smoothly. The portal is clear, fast and easy to use. Even with new customers we barely need to explain anything, because it is structured so logically. The Portal Guys also move quickly when we need changes.”
“Insight is more than a simple portal page. To us it is a customer-specific, personalised mini-ERP full of possibilities, and a different view of the overwhelming amount of data available in our ERP.”
Frequently asked questions.
Wat kost een koppeling of portaal?
Dat hangt af van de stromen, systemen en schermen die meedoen. Na de gratis proces-scan krijg je een fixed-fee offerte: één vast bedrag voor een afgesproken scope. Geen uurtje-factuurtje met open eind en geen meerwerk-discussies achteraf.
Hoe lang duurt het voordat het live staat?
Een gangbare koppeling tussen twee systemen staat in 4 tot 6 weken op productie. Zwaardere trajecten, bijvoorbeeld met SAP, meerdere administraties of een datamigratie, lopen tot 8 weken of langer. Wat voor jou geldt, zie je vooraf terug in de planning.
Hoe houden klanten of partners alleen hun eigen data zichtbaar?
Bij portalen isoleren we data strikt per klant of partner, met scope-isolatie en rollen. Iedereen ziet alleen zijn eigen orders, voorraad of documenten, nooit die van een ander.
Can the portal integrate with our ERP or WMS?
Yes, that's the whole starting point. The portal has no shadow administration of its own: orders, stock and invoices come live from your ERP, WMS or TMS. Over the past years we've integrated with more than 40 systems, from Exact and AFAS to SAP and custom software.
Does the portal get our own branding?
Of course. Your logo, colours and tone of voice, on your domain. For your customers the portal is simply an extension of your business, our name never sits between you and your customer.
Can we control per customer who sees what?
Yes. Each customer sees only their own orders and documents. Within a customer account you can assign roles, for example purchasing that can order and administration that only sees invoices. You manage that yourself, or let us do it.
Why custom and not a standard SaaS portal?
A standard SaaS portal forces your process into their template, and the connection with your own systems is often the weak spot. With custom development we turn it around: your process and your data are the starting point. You pay once for something that is yours, instead of per user per month for something that almost fits.
Zit er onderhoud of een abonnement aan vast?
Na livegang bieden we beheer onder een SLA: monitoring, automatische retries en een vast aanspreekpunt. Wijzigt een systeem zijn API, dan vangen wij dat op. Je kiest zelf of je dat afneemt; verplicht is het niet.
Is it GDPR-proof?
Ja. Encryptie at rest en in transit, EU-hosting en een verwerkersovereenkomst horen er standaard bij. We verwerken alleen de gegevens die functioneel nodig zijn en hanteren heldere bewaartermijnen.
Waar draait de koppeling en wie beheert hem?
Op EU-hosting, beheerd door ons onder SLA. We monitoren de kritieke stromen met heartbeat-checks, draaien automatische retries en hebben een vast aanspreekpunt. Je kunt ook kiezen voor hosting in je eigen omgeving; dat bepalen we samen.
Also interesting .
Other portals and solutions that often sit alongside this one.
Insight
Our data platform that brings figures from all your systems together into dashboards.
Book a free process scan .
In one hour we map out which customer questions a portal can take off your plate. Then a fixed-fee quote. No surprises afterwards.