Business Operations Software · Customers & sales

# Customer Portal

A secure website where customers log in to see their orders, projects, invoices, documents and messages, and handle common requests themselves.

Also searched as: client portal · customer self-service portal

## What it does

- Secure login
- Invoices and online payment
- Document sharing
- Project and order status
- Messages and requests

### Who uses it

Service firms, B2B suppliers, agencies, property managers and contractors.

### Well-known examples

Salesforce Experience Cloud · HubSpot Customer Portal · SuiteDash · Microsoft Power Pages

How AI is changing it

Portals are adding AI assistants that answer account questions instantly from the customer’s own records.

## Buy, build or connect?

Portals are one of the most common things we build, because they need to match how you work.

- [Client Portal Development](https://wisconsintechshop.com/custom-software/client-portal-development/): A secure, branded portal where your clients log in to see project progress, documents, invoices and payments, and message your team. (From $3,000)
- [Customer Payment Portal](https://wisconsintechshop.com/payments/customer-payment-portal/): A branded portal where customers log in to see invoices, pay balances, save cards, set up autopay and download receipts. (From $2,000)
- [Dealer, Vendor & Supplier Portals](https://wisconsintechshop.com/custom-software/vendor-dealer-portal/): Portals for dealers, reps, vendors and suppliers to see pricing, inventory, orders, marketing materials, warranties and payouts. (From $4,000)

## Related software

- [CRM Software](https://wisconsintechshop.com/software/business-software/crm-software/)
- [CPQ & Quoting Software](https://wisconsintechshop.com/software/business-software/cpq-software/)
- [Proposal Software](https://wisconsintechshop.com/software/business-software/proposal-software/)
- [Help Desk & Ticketing Software](https://wisconsintechshop.com/software/business-software/help-desk-software/)
- [Appointment Scheduling & Booking Software](https://wisconsintechshop.com/software/business-software/appointment-scheduling/)

## Questions about customer portals

### What is a customer portal?

A secure website where customers log in to see their orders, projects, invoices, documents and messages, and handle common requests themselves.

### How is AI changing customer portals?

Portals are adding AI assistants that answer account questions instantly from the customer’s own records.

### Should we buy a customer portal or have it built?

Portals are one of the most common things we build, because they need to match how you work.

## Need a customer portal set up, connected or built?

Tell us what you use today and what you need it to do. We will tell you honestly whether to buy, build or connect, with a fixed quote.

- Big projects and small ones are all welcome
- Fixed-price quotes, no surprise invoices
- You own your code, data and accounts
- A client portal to track progress, invoices and payments
- Rooted in Wisconsin, serving businesses nationwide

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Source: https://wisconsintechshop.com/software/business-software/customer-portal-software/
Contact: hello@wisconsintechshop.com · https://wisconsintechshop.com/contact/