UX & prototype
For teams who need buy-in before building.
- Wireframes and clickable prototype
- Tested with real customers
- On-brand UI design
Duration3-5 weeks
FormatDesign, prototype
Price from
£3,990
Customer Portals
Self-service portals that empower your customers
Custom-built customer portals reduce support costs and improve satisfaction. We create intuitive, branded self-service platforms that let your customers manage accounts, track orders, and access resources.
What we do
Portals that reduce support costs and increase customer satisfaction
User-Focused Design
Designed for easy self-navigation and task completion.
Secure & Compliant
Industry-standard security and data protection.
Full Visibility
Real-time visibility into customer activity.
Smart Notifications
Integrated notifications and alerts.
Sales & project tracking
Let your customers track sales orders, project status and deliverables in real time. Transparency builds trust and reduces support inquiries.
- Order and project status tracking
- Timeline and milestone visibility
- Deliverable and document access
- Request and ticket submission systems
Order & transaction history
Customers access their complete transaction history, invoices and payment records. Self-service reduces billing inquiries and improves financial visibility.
- Order history and status
- Invoice and payment records
- Downloadable statements and reports
- Refund and return requests
Analytics & dashboards
Customers get real-time insights into their own data. Custom dashboards show what matters to them—usage, spending, performance metrics.
- Usage and activity dashboards
- Spending and budget tracking
- Custom analytics and reports
- Performance and outcome metrics
Security & compliance
Enterprise-grade security ensures customer data is protected. Full audit logs provide compliance documentation and accountability.
- Security and access controls
- Audit logging and compliance
- Data encryption and protection
- Regular security updates
Ways of working
How would you like to work with us?
Every team works differently, so we do too. Choose a fixed-scope project, an ongoing retainer, or start with one and move to the other as your needs change.
Fixed-scope portal projects that cut support costs and delight customers.
Customer portal build
For teams ready to launch self-service.
- Orders, tracking and dashboards
- Secure login and permissions
- Integrated with your systems
Duration12-20 weeks
FormatFixed project
Price from
£16,800
Portal launch & adoption
For teams who need customers to actually use it.
- Launch emails and campaigns
- Onboarding guides and videos
- Adoption reporting
Duration3-4 weeks
FormatFixed project
Price from
£2,940
Portal discovery
For teams who need to scope a portal with confidence.
- Stakeholder and customer interviews
- Features, journeys and data mapping
- Scope, cost and ROI case
Duration2-4 weeks
FormatWorkshops, report
Price from
£1,995
Security & compliance review
For teams handling sensitive customer data.
- Access and permissions review
- GDPR and data checks
- Remediation plan
Duration2-3 weeks
FormatReport, fixes
Price from
£2,520
Admin team training
For teams managing the portal.
- Admin and user management
- Reporting and dashboards
- Recorded guides
Duration1-2 sessions
FormatOn-site or remote
Price from
£840
Beyond the packages
We have a talented team with a broad and diverse skill set. The packages are a starting point. We can take on all kinds of projects, and the same is true of retainers.
Retainers are shaped around capacity, resource and scope. A higher package covers a more comprehensive range of services each month. Enquire if you want a custom project or a custom retainer.
Technology
Technology we support
Can portals connect to our existing systems?+×
Yes. We can integrate with CRM, ERP, inventory, support tools, and internal APIs so customers see accurate real-time information.
Can the portal be phased and expanded over time?+×
Yes. We can launch an MVP first, then expand features in phases based on usage data and customer feedback.
How do you handle portal security?+×
We implement secure authentication, permission controls, encrypted data transfer, audit logging, and best-practice deployment standards appropriate to your compliance requirements.
What can a custom customer portal include?+×
A customer portal can include accounts, orders, project tracking, documents and role-based access. Projects run from portal discovery and a UX prototype through to a portal build from £16,800, a security review, launch, and admin training.