Custom Portals
Protected portals where customers, vendors, employees and partners sign in and do for themselves what now goes through your team by phone and email.
Why It Matters
Where is my order, what do I owe, when does it ship: these arrive all day and pull your team off real work. A portal answers them with live data, so people check instead of call.
The portal reads and writes straight to your ERP and accounting, so what people see is your real data and what they submit lands in your systems. Nobody re-keys anything, and there is one version of the truth.
The portal carries your logo, colours and domain, and every user sees only their own records. Single sign-on, role-based access and an audit trail keep the data safe.
We agree who logs in and what each role can see and do.
We design the screens and the flows around real tasks, in your branding.
We wire the portal to your ERP, accounting and back office for live data.
We roll it out to one user group, then widen access as it settles.
We tune and extend the portal as your needs grow.
Users sign in, manage their own details and see everything tied to their account in one place.
Place, view and track orders and quotes, with status pulled live from your ERP.
View outstanding invoices, download statements and pay online, with the ledger kept in sync.
Contracts, certificates, price lists and sales material, available to the right users on demand.
Raise and track support requests in one thread, instead of scattered emails and calls.
Alerts when an order ships, an invoice is due or a request is answered, by email or in the portal.
Proof
A manufacturer built a customer portal connected live to its ERP and accounting, and went live in seven weeks.
Clients called and emailed all day for order, balance and delivery status, and each question meant a lookup in the ERP.
Clients sign in to see orders, invoices and delivery status, download statements and pay online. Each sees only its own records.
The portal reads live from the ERP and accounting, and online payments keep the ledger in sync.
We build ERP and software, so the portal connects to your real systems and data.
We build the portal that takes the most weight off your team first.
We design around what users actually need to do, not a generic template.
Each user sees only their own data, with single sign-on and an audit trail.
The people who scope it are the people who build it.
We extend the portal as your users and processes grow.
A custom portal is a protected web login built for your business, where customers, vendors, employees or partners sign in and do for themselves what now goes through your team by phone and email, with live data from your systems.
Yes. The portal reads and writes to your ERP, accounting and back office, so what people see is your real data, and what they submit lands in your systems with no re-keying.
Each user sees only their own records, controlled by role-based access. We support single sign-on, encrypted connections and an audit trail of who did what.
Yes. The portal uses your logo, colours and domain, so it looks like part of your business rather than a third-party tool.
A focused first portal usually goes live in about six to eight weeks, depending on the features and the systems it connects to. We start with one user group and grow from there.
Start where the inbound calls and emails are heaviest. For most businesses that is a customer portal for order, invoice and delivery questions, or a vendor portal for purchase orders and invoices.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. A working assessment of where a portal fits.
