Customer & Partner Portal Solution Examples
Scenarios where dedicated portals replace email, spreadsheets and PDFs as the day-to-day interface between you and your partners.
Self-service portals for customers, dealers, suppliers and partners — orders, documents, support and SLA visibility in one place.
All solution examplesCustomer & Partner Portal Solution Examples
Self-service portals for customers, dealers, suppliers and partners — orders, documents, support and SLA visibility in one place.
Customer self-service portal for orders, invoices and support
Customers email and call for order status, invoices and reorders. Service staff spend more time looking up records than helping.
Partner portal for dealers with co-marketing, pricing and certifications
Dealers receive price lists, marketing assets and training by email — outdated copies circulate and partners are not aligned.
Supplier portal for orders, ASNs, invoices and documents
Purchase orders go by email, suppliers confirm in different formats, ASNs arrive late, and invoices need manual matching.
Service portal with ticketing, SLA visibility and asset register
Customers don't know the status of open tickets, SLA breaches surface late, and the asset register lives in a spreadsheet.
Secure document portal for contracts, statements and project files
Sensitive documents are shared via email and consumer file-sharing services, with no audit trail and unclear permissions.
Dealer warranty registration and claim portal
Warranty cards arrive on paper, claims are filed by email and reimbursement decisions take weeks.
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