Custom customer portals for small businesses.
A custom customer portal is a logged-in web app where your customers see their own account, orders, invoices, jobs, files, requests, without having to email you to ask. For a small business with 50+ active customers and a meaningful repeat-customer relationship, a portal cuts inbound "where is my order / can you resend my invoice" load by 60–80% and lifts retention because customers feel in control.
buyers often compare to: SuiteDash · Copilot · Plutio · Bonsai
What it actually does
- Authenticated account view per customer (orders, jobs, invoices, files, history).
- Self-serve actions, view invoice, pay invoice, upload file, request work, approve quote.
- Status updates auto-pushed when something changes on your end.
- Document hub, proposals, contracts, deliverables organized per customer.
- Optional: in-portal messaging with read receipts so requests don't get buried in email.
Who this is for
- Service businesses with recurring engagements (HVAC service contracts, cleaning subscriptions, IT MSPs).
- Project-based shops (custom fab, agencies, designers) where customers ask for status updates.
- Wholesale / B2B sellers whose buyers need to see order history and re-order.
- Any business currently emailing the same five things to the same customers every month.
What we'd build
MSP customer portal
Logged-in customer view: open tickets, ticket history, monthly report PDFs, scheduled maintenance windows, asset inventory, contact info. Replaces 6 different email threads with one tabbed page. Build time ~4 weeks.
Fab shop project portal
Per-project view: drawings, current status (quoted / approved / in production / shipping), milestone photos uploaded by the shop, downloadable invoices, message thread with the project manager. Build time ~5 weeks.
Need a customer portal that fits how you actually work?
Send a short note. We’ll write back within two business days with a rough shape of the build and a price band. We can have a related rebuilt website live in 24 hours; the app itself is a 2–6 week build depending on scope.
Tell us what you needCommon questions about customer portals.
Why not just use the customer portal in my SaaS?
If your SaaS portal fits your data and your customer experience, use it. Most small businesses end up wanting one because their data lives across multiple systems (CRM + accounting + operations) and the SaaS portal only sees one of them. The custom portal pulls from all three.
How does login work?
Magic link or password by default. SSO via Google/Microsoft for B2B buyers who expect it. We avoid creating "another password to remember" friction, magic link is the default unless your buyers are an SSO-first segment.
Is it secure?
When built right, yes, same security primitives as any modern web app (encrypted at rest + in transit, role-based access, audit logs). The build includes the discipline; we don't ship a portal without an auth review.