At the core of most business software solutions, a database will manage functionality and store mission critical data. By mixing online and offline, mobile, desktop, local and cloud, we can create powerful customer database software. Employees, managers, customers and suppliers will be able to simultaneously access and process live data through intuitive user interfaces.

What is Customer Portal Software?

A customer portal is a customized web portal service based on information technology for end user or target customer. Features with shared information securely with named external parties, or an intranet information is shared internally with employees. Custom portal collects client and share information such as data records, schedules and related documents.

What are the benefits of Customer Portal Software?

Customers can get replies to their queries as well as have access to whatever information a business wants to share with them. The benefit for customers is access to the information they need when they need it; the benefit for a business is reduced queries which frees-up the time of customer service and sales staff, as well as improved customer satisfaction which can help with customer retention.

• The ability to securely exchange information, including financial information;
• No file size limitations;
• Self-service access to a private repository;
• The ability to upload and manage larger files;
• Version control functions;
• A structured folder system (unlike FTP).

How a Customer Portal Can Help You

There is no right or wrong way to use a customer portal. It’s uses will vary greatly depending on your industry, your organization and what you’re trying to achieve.

Being browser-based, our customer portals work across any platform – from PC to Mac – and can include functionality that gives you the ability to:

• store, edit and share documents and files
• download or preview files or data records
• manage your key meetings and events via an events calendar
• assign tasks, set due dates and update your progress – useful for keeping projects on schedule
• send automatic email notifications when there are updates
• provide secure client messaging
• establish a searchable database of knowledge

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

• allow participants to enter diabetes meter readings online
• provide an area where customers can gain access to reports and manage participant information easily
• provide detailed management reporting, including all of a customer’s orders over a given period with a detailed breakdown of costs

We also regularly integrate customer portals into other software systems we offer, such as web applications and mobile apps.

The security of the information in a client’s customer portal is paramount to us, that’s why we use encryption at rest with SQL Azure. We ensure data is held on mission-critical systems which conform to multiple security standards and are locked down from the outside world.