Your customers and partners need self-service access but you lack a build team.Portal built and live.

A customer portal gives your clients self-service access to their account data, orders, invoices, support tickets, documents, and usage reports — reducing inbound support requests and improving customer satisfaction. A partner portal gives resellers, distributors, or channel partners access to sales materials, deal registration, training resources, co-branded assets, and pipeline visibility — enabling your indirect sales channel to operate without direct oversight from your team. Both use role-based access control so each user only sees their own data. The specialist recommends which type — or which combination — fits your business model and builds the portal around your existing CRM and operational data.

B2B portal security requires multi-tenant data isolation (customer A cannot see customer B data even with manipulated API calls), role-based access control (admins, standard users, and read-only viewers have different permissions within each account), and secure authentication. The specialist implements row-level security in the database, JWT-based session management with appropriate expiry and refresh token rotation, SSO integration (SAML 2.0 or OIDC for enterprise customers who require their employees to log in with corporate identity), and audit logging for all data access and modifications. Security is designed before building begins, not added after.

A basic customer portal with authentication, account overview, invoice download, and support ticket submission takes 2-3 weeks. A full B2B portal with role-based access, real-time dashboards, document management, workflow approvals, CRM integration, and SSO takes 6-10 weeks. A complex partner portal with deal registration, multi-tier hierarchy, commission tracking, and training modules takes 10-16 weeks. The specialist scopes the build in the first session, identifies the minimum viable portal that solves your immediate pain, and delivers in phases — core access and dashboards first, advanced workflows in subsequent sprints.

Yes. Portal integrations are a core part of the build. Common integrations include: CRM (Salesforce, HubSpot — customer data synced bidirectionally so portal users see their real account status), ERP (SAP, NetSuite — order status, invoice data, and inventory levels pulled in real time), document management (SharePoint, Google Drive — contract and document storage connected to the portal), payment processing (Stripe, PayPal — invoice payment directly from the portal), and ticketing (Zendesk, Freshdesk — support tickets created and tracked from the customer portal). The specialist designs the integration architecture to ensure real-time data without duplication or sync delays.

A vendor portal for supply chain operations typically includes: purchase order management (vendors receive POs, acknowledge receipt, and update delivery status), invoice submission and approval workflow (vendors submit invoices that route through your approval chain with automated three-way matching), delivery and shipment tracking (vendors update shipment status and upload delivery documentation), compliance document management (vendors maintain their insurance, certifications, and contract documents in one place), and performance dashboards (on-time delivery rate, quality metrics, invoice processing time visible to both your team and the vendor). The specialist designs the portal to reduce email back-and-forth in your procurement operations.