Customer portals and self-service

Customer self-service.
Information in the right place.

For service providers, administrators and project teams whose customers ask about progress, documents or invoices. We build portals that show each customer the information intended for them.

Discuss a project →View our work

A customer task before a feature list

Start with a valuable action: submit a request, review a service, approve a document or check project status. We design the mobile journey, error messages and the handoff to a colleague when self-service is not enough.

Access and data boundaries

We define customer, company representative, staff and administrator permissions. Accounts and organisations need clear separation, document-access rules and action history. Account recovery and access removal are part of the product.

Self-service connected to operations

We connect the portal to available CRM, ERP, service or project APIs. Customer requests must reach the responsible team, with a manual path for exceptions. Maintenance scope covers sign-in, integration health and critical self-service journeys.

Capabilities

A solution built around your real workflow

Technology is selected around the process, data and risk.

✓Company and customer accounts
✓Service and order status
✓Document review and approval
✓Enquiry history
✓Staff administration workspace
✓CRM, ERP and payment connections

Next step

Tell us what you need. We will propose a concrete path.

Plan a project →

First stage

A clear outcome to start with

Core tasks for one customer group
Permissions matrix and interface prototype
One integration and a pilot plan

Scope and investment

What affects cost and timing

User and organisation access model
Access to existing system data
Documents, approvals and notifications

We estimate after reviewing data, access and stage boundaries. Maintenance scope, response times and responsibilities are agreed separately.

Agree verifiable stages

01
Customer
02
Access check
03
Service / document
04
Team action

Related work

Explore the solution direction

Actual project cases with current status and public interfaces. Your features and scope will be agreed separately.

Business systems · Platforms

Hostingo.lt

Domains, websites, services and invoices need clear but distinct context.

A service catalogue, domain search and a separate customer self-service portal.

Public projectExplore the solution →

Business systems · Automation

Bendria.lt · Bendria.com

Community matters, owner records and projects can become scattered across documents and conversations.

Community and administrator workspaces with document and activity history.

Public platform · in developmentExplore the solution →

Start with the need

What would you like to change?

Describe who uses the workflow, what gets in the way and which systems you already use. Budget and start preferences can be provisional.

Enquiry topic: Customer portals and self-service

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Customer self-service.Information in the right place.