Solutions / Customers and sales
Customer portals customer and partner self-service portals
A good portal removes the calls and emails that start with 'can you send me'. Customers log in, see their orders, invoices, documents and tickets, and act on them. We build portals on top of your existing ERP or CRM, so the data stays where it is and the portal shows it safely.
Modules
Modules we build into your Customer portals
Start with the modules that matter most and add the rest in later releases.
- Secure login
- Mobile OTP, email or single sign-on, with company accounts and user roles so a buyer and an accountant see different things.
- Orders and tracking
- Place repeat orders, see order status, dispatch details and delivery tracking pulled from your systems.
- Invoices and statements
- Download GST invoices, credit notes and account statements, and pay outstanding bills by UPI or net banking.
- Service requests
- Raise complaints or service requests with photos, see progress and rate the resolution.
- Documents
- Certificates, warranties, contracts and test reports stored per customer and shared with an audit trail.
- Notifications
- Email, SMS and WhatsApp updates on order and ticket changes, with each customer choosing what they receive.
- Consent and privacy
- DPDP Act consent capture, privacy notices and data access or deletion requests handled inside the portal.
AI built in
Where AI saves time in this system
Account assistant
Answers questions such as 'where is my order' or 'send last month's statement' from the customer's own records only.
Smart ticket routing
Reads a new request, picks the category and priority, and suggests a reply for the support agent.
Reorder suggestions
Suggests repeat orders from purchase history and current stock, which the customer confirms.
Document lookup
Finds the right certificate or manual from a plain question, without the customer knowing file names.
- Active accounts
- 1,240
- Self-service orders
- 38%
- Calls to support
- -22%
- Avg ticket close
- 1.8 days
Monthly portal logins
Most used features
- Invoices36
- Order status28
- Service requests17
- Reorders12
- Documents7
Effort and cost
USD 600 to 1,200
INR 59,700 to 1,19,400, plus taxes, for a typical first release
- Effort
- 300 to 600 hours
- Timeline
- First release in 3 to 5 weeks
At the 2good.dev rate of USD 2 or INR 199 per hour, billed against outputs you accept. Your own estimate depends on modules, integrations and data migration.
Build, buy or both
If you already run Salesforce, Zoho or Microsoft Dynamics, their portal add-ons may cover a simple case such as tickets and knowledge articles, and you should try those first. Custom pays off when the portal must pull from several systems (ERP for orders, Tally for ledgers, a helpdesk for tickets), when B2B customers need company level roles, or when the portal is part of how you sell. A custom front end over your existing systems is often the cheapest middle path.
Connects with
- SAP, Oracle, Odoo or Microsoft Dynamics
- Salesforce, Zoho or HubSpot CRM
- Tally
- Razorpay
- WhatsApp Business
- Helpdesk tools
- TrustOS for DPDP consent
Industries
Sectors that use Customer portals this way
Questions
Customer portals: common questions
- Project · FDEA dedicated offshore engineering team for a UK digital banking startup
- Project · O2EA support desk with SLAs for a logistics company's WhatsApp, email and phone queries
- Project · O2EWhatsApp order tracking and support agent in Gujarati, Hindi and English for a D2C brand
- Customer Relationship ManagementCRM
- Point of Sale and Retail OperationsPOS and retail
- E-commerce Store and Multi-vendor MarketplaceE-commerce and marketplace
Do we have to move our data into the portal?
No. The portal reads from and writes to your existing systems through APIs or a small sync layer. It keeps only what it needs.
Can customers pay inside the portal?
Yes. Outstanding invoices can be paid through Razorpay or your bank's gateway, and receipts post back to your accounts.
Web or mobile app?
Most start with a responsive web portal that works well on phones. A mobile app makes sense once customers log in often.
Talk to us
Planning your Customer portals?
Tell us what you use today and what is not working. We will say whether to extend it or build.
Start a conversation
Tell us what you are trying to build.
Share the problem in a short call. You leave with a clear view of the approach, the team and the cost.
A specialist replies within one working day. The first conversation is free.