Customer and employee portals
Custom customer and employee portals that collect information and keep the human touch
A portal gives your customers or team one place to share information, see where things stand and ask for help. Done well, it saves everyone time without replacing the people behind your company. We have built portals for our own team, for a coaching group and for a client project in progress.
Tell us what you're trying to fixWho this is for
Companies that spend hours chasing customers for information, answering "where are we on this?" or keeping tasks and procedures in separate places.
Why a portal works
When customers enter their own information in a portal, you get the data without having to ask for it again and again. Your communication happens in your company's own branded space and in your own way. And customers can see how you work and what you expect from them.
We also believe in balance. Nobody wants to phone for a ride when an app does it faster. But everyone has been stuck talking to a chatbot with no way to reach a person. A good portal makes the easy things easy and keeps a human reachable.
Portals we have built
An employee portal
Tasks and standard operating procedures (SOPs) live together. When someone opens a task, the related SOP opens beside it, so they can read the steps without leaving the page.
A coaching group portal
The whole application process, payment processing, upcoming and past meeting notes, each member's commitments and tasks (which they can mark complete and add notes to), all in one app.
A client service portal (in progress)
For one of our current projects, a portal that shows every open and closed ticket so the client can see live where the program stands. It will also be where they submit bug reports and service requests, and later manage billing and agreements.
What we need from you
A portal only helps if people use it. We'll work out with you how customers will be asked to log in, what information they need to provide and what changes on your side, such as no longer accepting requests by email.
When you probably don't need this
If you have a handful of customers and a shared spreadsheet or an off-the-shelf client tool already works, you may not need a custom portal. We'll say so.
Next step
Describe what you're chasing customers or staff for today.
Tell us what you're trying to fixNot sure yet? Read Do you need custom software? or see how we work.