Customer portals: our services, key features & implementation roadmap
of customers use online portals to engage with companies
Salesforce
of contact center executives plan to deploy additional self-service capabilities
Deloitte
the estimated client portal software market size in 2030
Verified Market Research
Types of customer portals we build
We deliver customer portals for companies of all sizes, from small businesses to large enterprises, tailoring the solution to your target audience’s needs and industry specifics.
For B2C & B2B customers and service providers
We build B2C and B2B customer portals to help companies serve customers and streamline their interactions with the brand, ultimately boosting sales and reducing operational costs.
B2B portals
We deliver multifunctional client portal solutions to serve as end-to-end self-service hubs for your partners or vendors, providing them instant access to all your products and services, increasing the efficiency of commercial operations, and boosting the visibility of your brand.
Ecommerce portals
We provide ecommerce businesses with secure client portals to help companies establish an online presence and enable their customers to easily buy products and services, as well as manage their orders, returns, and personal information.
Case study
100+
new clients
Property management portal
We delivered a user-friendly real estate sales portal that enables convenient real estate search, analytics, and purchasing and enables instant communication between property owners and buyers.
For patients & healthcare providers
We build patient-centric portals that provide a secure environment for health records access, appointment scheduling, remote monitoring, and payments processing, simplifying interactions between patients and healthcare institutions and increasing patient engagement.
Case study
24/7 access
to health records and doctors
Telemedicine-enabled patient portal
Itransition developed a telemedicine-enabled EHR with a patient portal that enabled patients to easily manage their health and communicate with doctors.
For students, teachers & eLearning providers
Our team delivers scalable eLearning portals that streamline the student onboarding process, facilitate access to learning materials, and provide 24/7 personalized learning experiences.
Case study
1000+
professions database
Teacher portal and a job search web for students
Itransition developed a teacher portal and a job search web app for students for a US university. Teachers got a convenient space to manage students' profiles and results, while students can receive career path recommendations based on their skills and qualifications.
For employees & HR managers
We develop employee self-service portals providing your staff and HR managers with a one-stop hub to facilitate onboarding, payroll, event, and document management, employee performance assessment, and knowledge sharing and collaboration across the company.
Case study
Learning curve reduced
for new hires
Corporate portal for Paypal
Itransition developed an employee-centric new hire training portal for Paypal that seamlessly integrates with a corporate network and provides a smooth learning experience for employees.
Our customer portal development services
We offer several customer portal development options so you can choose the one that fits your business needs.
Bespoke customer portal software
We build a custom portal aligned with your business needs and supporting your existing customer journeys, creating a self-service hub strongly associated with your brand and smoothly integrated with your corporate software and external systems.
Platform-based customer portal implementation
We deliver your portal on top of the best-in-class customizable platforms. We will select a suitable tech stack, configure or customize your solution of choice, and complement it with the necessary portal features for efficient customer support and hyper-personalization.
Customer portal modernization
We revamp your legacy customer portal by redesigning the solution’s architecture, upgrading the user experience, developing new features, or moving the portal to a new platform to cut operational costs and improve its scalability.
Mobile customer portal development
We create cross-platform portal apps that run smoothly on both iOS and Android operating systems, progressive web applications, or a native mobile app to provide users with essential support and self-service capabilities on the go.
Boost customer loyalty and drive sales with a customer portal by Itransition
How to create a customer portal
We equip the customer portal with the following essential features and modules to deliver a solution that provides customers access to self-service capabilities while ensuring convenient customer experiences.
Order management
We make sure our portals provide customers with transparent access to their order information, as well as self-service capabilities to manage their purchases effectively.
- Order history and tracking
- Management of personal details, payment methods, and shipping addresses
- Access to invoices and receipts
- Wishlist and saved items capabilities
- Product information access
- Returns and refunds management
Customer support
We equip portals with both customer self-service support capabilities and direct communication channels to help companies provide efficient assistance for quick issue resolution.
- Knowledge bases, including FAQs, guides, and tutorials
- Live chats for real-time communication with support agents
- Contact forms for support request submission
- Ticketing systems to track open and closed tickets
- Remote assistance capabilities
Community features
We provide your customers with a secure space where they can share their ideas, problems, and experiences with peers.
- Community forums
- Advanced search and filters
- Content management features
- Alerts, notifications, and messaging tools
User analytics
We embed portal analytics and reporting features to provide companies with insights into the users’ interactions with your business and the portal’s performance.
- Customer behavior tracking
- Customer trends prediction
- Conversion tracking
- Engagement metrics tracking
- Sentiment analysis
Security features
We equip customer portals with various security mechanisms to protect your business and sensitive data.
- Data encryption
- Multi-step authentication and single sign-on
- Access controls and user permissions
- Secure file storage
- Strong password policies
- Activity monitoring and logging
AI-powered personalization capabilities
We equip customer portals with AI tools to help you deliver curated customer experiences by quickly analyzing customer interaction history and personal preferences.
- Dynamic content personalization
- Dynamic pricing
- Search results personalization
- Customer service chatbots
Main customer portal integrations
We connect your customer portal with corporate and external systems and set up smooth data exchange to help you extend your portal’s functionality and provide your customers with real-time information.
CRM
Our team connects a customer portal with your enterprise CRM to consolidate data on your customers and their interactions with your company and give you more opportunities to personalize client experiences.
ERP
We can integrate a portal with your ERP system to give customers complete visibility into real-time inventory levels and product availability information across all of your company’s locations.
Ecommerce
We set up a quick synchronization of orders, purchase history, and other data between customer portals and ecommerce systems, helping you provide a cohesive and user-friendly customer experience across all platforms.
Payment systems
We connect your portal with multiple payment systems and gateways to ensure the solution’s global reach and ensure it fully caters to different customers’ preferences.
Request a quote to estimate your customer portal development costs
Tech stack
Our development team uses best-in-class technologies and tools to build a portal that will perfectly fit your business objectives.
4 layers of customer portal development
1
Customer experience
1
Customer experience
Visible layer
Implemented with the help of a CMS platform
WordPress, Drupal
Orchard, Umbraco, Sitecore
Headless CMS (Strapi, Directus, Contentful) + Jamstack (Next.JS, Gatsby)
2
Customer engagement
2
Customer engagement
Selling layer
Contact form or online quote, implemented with custom development, ecommerce module, or CRM integration
WooCommerce
Adobe Commerce
Shopify
Hybris CRM integration
3
Customer support
3
Customer support
Self-service layer
Implemented with the help of platform module integration or third-party solutions
Zendesk
Service Now
Live chat (Drift, Intercom, etc.) CRM integration
4
Customer satisfaction and behavior
4
Customer satisfaction and behavior
Feedback and behavior analytics layer
Implemented with various analytics methods
Customer feedback forms
Google Analytics and Social Tracking
Customer portal development roadmap
1
Planning
Outlining requirements for every element of the future portal
- Business analysts
- Project managers
2
Design
Hands-on prototyping, specification review and technical sketching, UI/UX design
Tech team:
- Architect
- Tech lead
- Project manager
UX/UI design:
- Analyst
- UX/UI expert
- Graphic designer
- Project manager
3
Development
Front-end and back-end development, software integration with other corporate systems
- Project managers
- Developers
- DevOps engineer
- QA engineers
4
Acceptance testing
End-to-end acceptance testing, expert supervision
- Analyst
- QA engineers
- Project manager
5
Deployment
Deploying the final project, post-release testing, and corporate training
- DevOps engineer
- Architect
- Tech lead
- Analysts
- Corporate trainers
6
Maintenance & update
Performance monitoring, software upgrades, repairs, and fixes. First-line support for customers and partners
- Help desk specialists
- Support engineers
- Software developers
- QA and DevOps engineers
Customer portal benefits
Both companies and their customers can reap multiple benefits from dedicated client support portals.
Seamless self-service
Complete 24/7 access to relevant, up-to-date information
Customized content
Content dynamically tailored to customers’ needs
Accessibility
Easy access to FAQs and troubleshooting tips
Connected devices
Information is available on mobile and desktop
Better communication
Simplified authentication process
Increased responsiveness
No longer bound by working hours, customers can buy from you anytime
Security
Customer data is safe with end-to-end encryption, malware, and virus protection
Improved customer satisfaction
Customers can find information on their own at any time, which increases their satisfaction
Increased customer engagement & loyalty
Customers can discuss solutions, share feedback and suggestions
Reduced support team workload
Customers find solutions to minor requests themselves, saving support agents’ time for more complex issues
Decreased customer support costs
The 24/7 help desk saves costs for hiring new support team members and extending working hours
Reduced support volumes
Easy-to-navigate customer portal with a knowledge base and FAQ reduces the number of customer requests
Cut-down errors
Centralize relevant company information, reducing the risk of customers accessing outdated or incorrect data
Analytics
Company’s stakeholders get greater oversight and visibility into customer behavior and can adjust their sales or marketing strategies accordingly
Related services
Сloud consulting
We offer cloud migration services to the platform of your choice, cloud-based software development, and optimization of existing cloud infrastructures.
QA testing
We devise a tailored testing strategy and deliver a full range of quality assurance services to ensure that your software solutions operate as intended and contain no security vulnerabilities.
Software maintenance & support
We provide IT support services for corporate systems and customer-facing applications to help you optimize their performance and quickly resolve emerging software issues.
Cyber security consulting
We provide expert guidance on preventing and addressing corporate cybersecurity risks and turning your business IT ecosystems into fully secure environments.
FAQs
How can a customer portal increase engagement?
A customer portal provides your customers with a knowledge base and other self-service options, community forum, and collaboration tools available from a single point of access. With these features, customer portals facilitate customer interactions with your brand, cultivate a sense of community, and foster strong customer relationships.
What should a customer portal include?
Key features often required for a customer portal include:
- One-click sign-in
- Intuitive navigation
- Mobile-responsive layout
- Interactive dashboard widgets
- Knowledge base articles
- Support tickets submission
- Customer forum
- Search function
- Product catalog
- Real-time notifications
Can I build a custom client portal using a no-code portal builder?
No-code platforms for building customer portals provide configuration and customization options that allow companies to align the solution with their branding, workflows, and customers’ needs. Additionally, such builders offer pre-built APIs to connect the portal solution with popular collaboration, task management, and file sharing services (like Airtable, Zoom, Slack, Dropbox, or Google Sheets) to extend your portal’s functionality and increase automation. However, since no-code platforms provide ready-made portal templates and pre-built components, their customization potential is limited. So, companies with unique design, functionality, or integration requirements for their portals should consider building them from scratch.
Case study
Legal portal development for 150K lawyers and accountants
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Real estate sales automation software development
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Case study
Tenancy management software
Find out how Itransition developed a tenancy deposit replacement application for Hamilton Fraser, a UK insurance provider.
Case study
Custom database development for a healthcare charity
Learn how Itransition’s custom database development provided healthcare professionals with accurate data on defibrillators within their areas.
Case study
Banking portal development for a large EU bank
See how Itransition handled banking portal development, redesigning an outdated internet banking app.
Case study
Internal talent marketplace implementation for a software testing company
Learn how we implemented a tailored talent marketplace platform Talenteer, optimizing the staffing process in a software testing company.
Case study
Cyber liability portal for a global insurance provider
Here’s how Itransition developed an educational portal with content and learning management capabilities and robust security features for an insurance company.
Case study
SaaS portal for managing Azure subscriptions
SaaS web application translating extensive spreadsheets of data on the Azure services usage into comprehensive visualized dashboards and graphs.