Developing a customer portal
Service providers, manufacturers, fiduciaries and consultancies whose customers regularly ask for status, documents or invoices.
Updated: 2026-11
A customer portal answers your customers’ most common questions before they call: where is my order, where is my invoice, how do I upload a document? We build portals as web apps with strict separation of customer data, ERP or CRM integration and hosting in Switzerland or the EU.
Customer requests for status and documents tie up back office and specialists, even though the answers usually sit in a system. Customers in turn wait for callbacks and search their email for documents.
A good portal shows this information directly and receives requests in a structured way. What matters is the data source, separation between customers and an interface that works without instructions.
What you get
Portal as a web app
Responsive portal for desktop and smartphone, installable as a PWA on request.
Tenant separation
Each customer sees only their own data, enforced in the database and not only in the interface.
Integration with your systems
Status, documents and invoices come from ERP, CRM or document storage through interfaces.
Structured requests
Forms for requests and uploads that land directly in the right queue.
How it runs
- 01
Analysis
Capture the most frequent customer requests and existing data sources.
- 02
Concept
Define features, roles, interfaces and data protection.
- 03
Delivery
Development in stages, starting with the feature that saves the most requests.
- 04
Rollout
Invite customers, support the first weeks, analyse usage.
Price framing
Fixed price per stage after the concept, depending on the number of interfaces and roles.
Indicative, not a binding quote — the frame is confirmed during scoping.
What drives the price? → Cost guide
Parent service: App Development
FAQ
How secure is a customer portal?
Tenant separation in the database, two-factor sign-in, encrypted transport and access logging are standard in our builds.
Can customers sign documents?
Simple confirmations, yes. For qualified electronic signatures we integrate a specialised provider.
Does our ERP need an interface for this?
It helps. Where none suitable exists, we consider exports or an intermediate layer as an alternative.
Developing a customer portal
Service providers, manufacturers, fiduciaries and consultancies whose customers regularly ask for status, documents or invoices.