The Features That Make a Portal Worth Logging Into
A portal earns its keep when people can sign in safely, see live data from your systems, and finish real tasks without calling your team. Here are the features that matter.
From sign-in to live data
The right people see the right things
Single sign-on lets users in without another password to forget, and role-based access means each user sees only their own records. Every action is logged.
- Single sign-on and secure logins.
- Role-based access by user type.
- An audit trail of who did what.
It shows your real systems, not a copy
The portal reads and writes straight to your ERP and accounting, so order, invoice and delivery status is live, and anything a user submits flows back into your systems.
- Connected to your ERP and back office.
- Live status, not a nightly export.
- Submissions land without re-keying.
People finish tasks without your team
Users place orders, pay invoices, submit documents and raise tickets on their own, branded as your business, with notifications that keep them updated.
- Orders, payments, documents and tickets.
- Your branding and your domain.
- Notifications by email and in the portal.
Everything a portal needs to run unattended
Integrations
Connect ERP, accounting, payments, CRM and your own APIs behind one login.
Online payments
Let customers pay invoices in the portal, with the ledger kept in sync.
Mobile ready
The portal works on phones and tablets, so people can use it anywhere.
Permissions
Control what each role can see, submit and download, down to the field.
Notifications
Alerts when an order ships, an invoice is due or a request is answered.
Your branding
Your logo, colours and domain, so the portal looks like part of your business.
See a Portal Built on Your Systems
Book a short demo. We will show a portal running against the data and tasks your users care about today.
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