Give customers a secure place to track, request, and communicate.
CodeScale builds a customer portal around how your customers submit requests, view documents, track orders, and communicate with your team.
Access, security, and data handling depend on your environment and the sensitivity of the information involved. CodeScale assesses these as part of the project.
Signs customers need a better self-service experience
- Customers ask for status by email or phone
- Documents are shared as attachments
- Requests are tracked in spreadsheets
- There is no secure customer workspace
The portal should follow the real customer journey
CodeScale reviews the current request, document, order, support, and communication flow before recommending the right platform route.
What a customer portal can include
Common capabilities include customer login, request submission, status tracking, document access, file upload, messages, notifications, activity logs, and administration reporting.
Microsoft 365 vs custom development
Microsoft 365 can be a good fit when the portal is internal-facing or tied closely to tools your team already uses. A custom web portal is often better when external customers need secure, public access with a richer interface.
Relevant connections depend on your existing systems
Feasibility depends on APIs, licensing, permissions, data structures, and project assessment.
Common questions about customer portals
- Can customers see only their own records?
- Yes. Access can be designed around customer accounts, roles, ownership, and the records each customer is allowed to view.
- Can the portal connect to our existing CRM, ERP, or database?
- Potential integrations depend on APIs, licensing, permissions, data structures, and a project assessment of the systems involved.
- Can customers upload documents and complete forms?
- Document upload, structured forms, and customer actions can be included when they match the process and access requirements.
- Can you build the internal administration side as well?
- Yes. The external portal and internal administration experience can be planned around the same workflow and records.
- Can an existing portal be extended instead of rebuilt?
- The assessment can determine whether the existing portal should be extended, integrated, restructured, or rebuilt based on its current limitations.