A logged-in area where customers, members or dealers find their documents, orders, price lists and cases, and contact you without going through email. Data comes straight from your ERP.
A customer portal is part of your website, or a separate application, that people access with a personal account. Each user sees only what concerns them: invoices and documents, order or case status, dedicated price lists, contracts, open requests. URETECH designs it around the people who use it and where the data lives today, usually the ERP, and connects it so nobody uploads the same file twice.
For simple needs, such as a members area or a folder of private documents, Wix or WordPress member areas are enough. When you need different roles, ERP data or approval flows, we build a custom portal. You find the price in the quote after the free analysis.
Invoices, delivery notes, certificates and contracts go out by email by hand; customers cannot find them and ask again.
Only people in the office know the status of an order or case, and every question interrupts their work.
Every dealer has different terms and the right price list sits in an attachment from six months ago.
One password for everyone, no record of who saw what, personal data exposed.
| Who logs in | What they find | Where the data comes from |
|---|---|---|
| Clients of firms and service companies | documents, deadlines, cases, requests | practice management software, document archive |
| Dealers and agents | dedicated price lists, availability, orders, sales material | ERP |
| Customers of manufacturers | order status, delivery notes, certificates, spare parts | ERP and warehouse |
| Members | fees, documents, bookings, announcements | member register or CRM |
| Subscription customers | contracts, renewals, support requests | CRM and billing |
For each type of user we define roles and permissions: who sees prices, who can order, who approves, who only sees documents for their own site.
Features are chosen based on who uses it.
Personal accounts, two-step verification, permissions by company, site and role, access log.
Invoices, delivery notes, contracts and certificates published automatically, with search and download.
Each customer’s own prices and terms, reorder from history. For full online selling, see B2B e-commerce.
Support or quote requests with status visible to the customer and a notification at every step.
Fees, renewals, private documents and announcements for associations and clubs.
APIs of the ERP, CRM or document archive: data updates itself.
When requests come in by email, over the phone and on WhatsApp, some slip through and nobody is quite sure where things stand. A ticketing portal turns every request into a ticket with a number, an owner and a deadline: customers open it and keep track of it, and your team works from a single, orderly queue.
Customers open a request from the portal and pick the type: support, complaint, return, technical or sales question. Each type has its own fields, they can attach photos, documents or the order number, and the status stays visible until the ticket is closed. Everyone sees their own tickets; the company’s main contact sees their colleagues’ too.
Tickets go straight to the right person or team, based on category, product or customer. Priority follows clear rules (a machine that has stopped can’t wait like a pricing question) and can always be changed by hand. Internal notes stay between your staff and are never shown to the customer.
For each type of request or contract you set response and resolution times. A reminder goes out before the deadline, and once it passes the ticket moves up to a manager. Reports show open and closed tickets, average response times and the most common reasons, by customer or by agent.
Agents reply from the portal and the customer gets an email; if they answer from their own inbox, the message lands back in the same ticket. No more threads scattered across personal mailboxes: each customer has a full history of requests, replies and attachments, easy to follow even for someone new to the account.
Each ticket is linked to the customer, order, contract or product. For a return, the agent sees straight away what was sold and when; for a service call, whether the support contract is still active. We connect it to the ERP you already use or to a custom CRM, with no data copied by hand.
Not every customer logs into the portal. An AI chatbot on your website or on WhatsApp collects the details and opens the ticket, and an AI receptionist does the same for callers, out of hours too. The ticket joins the queue like any other, with the conversation attached.
Ticketing can be built into the portal from scratch, or set up on a tool you already have: if your company runs Odoo, we configure Odoo Helpdesk and connect it to the rest of your systems as an Odoo System Integrator.
A customer portal is the meeting point between the company and the people who work with it: documents, case status, requests, price lists. If the heart of the project is selling to dealers, with a cart, credit limits and payment terms, the right route is B2B e-commerce. If you need an internal tool for your departments, such as a web-based management system or an intranet, that is a custom web app.
Projects often overlap: a dealer portal may have an ordering section, a B2B store a documents area. In the analysis we decide where to start, so you only pay for the features you will actually use.
Users and data first, then screens.
Who logs in, what they need to find, where data and documents live today.
Permissions, approvals, notifications and rules for personal data.
Clickable screens to try with two or three customers before development.
Portal, access and integration with ERP and CRM, in successive releases.
User invitations, a written guide for whoever runs the portal, monitoring and support.
Where a private area is needed most often.
Tell us who needs to log in and what they need to find. We reply within 24 working hours.
We will email you within 24 working hours to book the 30 minutes. If it is urgent, message us on WhatsApp.
Prefer to talk right away?
Mon–Fri 9:00–12:30 and 14:00–20:00 (CET).
Web applications for departments and internal processes.
Selling to dealers with price lists and credit.
The CRM connected to the portal.
Connection to ERP and other software.
Appointments, classes and services bookable from the site.
Payments, CRM, newsletter and WhatsApp connected to the site.