Customer Self-Service Portal Development

A customer self-service portal is a place where customers find all the answers 24/7. We create custom customer self-service portals.

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Benefits of customer self-service portals

A self-service portal gives customers freedom and helps businesses earn more. We create portals tailored to specific processes, data, and customer needs.

24/7 Accessibility

Customers can find the information they need and complete key actions without waiting for your team's business hours to begin.

Fewer repetitive questions

Invoice balances, contracts, document copies, and order statuses become accessible through self-service. The team no longer needs to answer the same questions over and over each day.

Structured requests

A customer action in self-service immediately becomes part of an internal process — with a responsible person, status, and clear next steps.

Complete history in one place

The customer sees payments, contracts, documents, orders, and previous actions in one environment. The team only needs to answer questions that self-service cannot resolve.

Lower risk of errors

Data is entered directly into the system, so there's no need to rewrite it from emails or files. The portal can validate input data, and the action history shows who changed what and when.

Seamless customer experience

The portal is tailored to your brand, processes, and service logic. The customer doesn't need to switch between emails, PDF documents, Excel files, and different external systems.

Customer self-service portal types

A self-service portal can support very different processes — from viewing invoices to managing complex B2B orders or applications.

B2C customer self-service

A single place where customers can manage their account, review invoices and documents, change contact details, or administer subscribed services. Primary focus is on simplicity and convenient use on mobile devices.

B2B order portal

An environment for business clients to order products or services. It can include individual pricing, credit limits, payment terms, order templates, and multiple users from one company with different permissions. The portal is typically integrated with business management, warehouse, or accounting systems.

Application and document portal

Customers submit applications, attach documents, receive requests to clarify information, and track processing progress. The solution is tailored to the specific process, its stages, responsible employees, and decision-making rules.

Contract and payment portal

Customers can review contracts, their attachments, invoices, and payment history in one place. Electronic signature, payment initiation, recurring payments, and complete action history can be integrated as needed.

Employee self-service portal

A single place for employees to find essential information, submit requests, review documents, and perform daily actions without additional communication with administration. The portal connects internal processes, personnel information, and other employee-related actions into one clear environment.

Membership portal

An environment for associations, clubs, and other membership-based organizations. It enables managing membership and fees, registering for events, accessing documents, members-only content, or community features.

Intermediary platform

A platform connecting two or more user groups — for example, customers and service providers. It manages the flow of inquiries, offers, or orders between parties, access rights, commissions, settlements, and a dedicated work environment for each side.

Integrations

Most commonly implemented integrations

A self-service portal creates the greatest value when information and documents are directly linked to your internal systems. Integrations enable displaying current data in the portal, automating data transfer, and avoiding manual information transfer between different tools.

Identity verification and authentication

Smart-ID, Mobile-ID, Dokobit, Microsoft Entra ID, Google Workspace, Keycloak, LDAP, and Active Directory. The login solution is customized based on user groups, security requirements, and identity management already in use within the organization.

Payments

Bank payments, cards, SEPA, recurring billing, Apple Pay, and Google Pay. We integrate your chosen payment service provider and adapt the payment flow to invoices, contracts, or order logic.

State registers and external data sources

Centre of Registers, State Tax Inspectorate, Sodra, and systems and data provided by other institutions when access is available through official interfaces. Integration is designed according to specific data retrieval, verification, or transmission needs.

Accounting and business management systems

Rivile, Finvalda, Microsoft Dynamics, SAP, Centas, Pragma, Stekas, and other accounting or ERP systems. We can connect the portal to custom-built systems via API, data files, or other agreed exchange methods.

Logistics services

DPD, Venipak, Omniva, LP Express, DHL, UPS, and other carriers. Integrations can include shipment registration, label generation, pickup locations, tracking, and delivery status updates.

Communication channels

Email, SMS, WhatsApp Business, Microsoft Teams, Slack, and other channel integrations. Notifications are sent based on specific system events, user preferences, and communication rules.

Documents and electronic signing

Dokobit, DocuSign, Adobe Acrobat Sign, and other signing solutions. We also integrate document generation, archiving, data extraction, and transfer to internal document management systems.

Indicative

Customer self-service portal pricing

Small-scale

Client environment for essential information and daily actions: log in, view documents, invoices, notifications, or submit simple requests. Typically includes one main user group and several integrations with internal systems.

20 000 – 30 000
3-4 months
  • Secure login
  • Document and invoice viewing
  • Basic notifications
  • Administration environment
  • 2–3 integrations
  • User activity history
Suitable when the client process is clear and the main goal is to provide access to information and reduce manual service volume.

Medium scale

The portal becomes a direct part of the business process. Clients can submit orders or applications, manage contracts, make payments, and track process progress. The solution is typically integrated with ERP, accounting, document, or payment systems.

40 000 – 60 0000
5-6 months
  • Order or application processes
  • Payment logic integration
  • Electronic document signing
  • Individual pricing
  • 4–5 integrations
  • Data migration
Most common choice when the portal needs to not only display information but also take over a significant part of customer service or order processing.

Large scale

Complex solution for multiple user groups, countries, or business parties. Such a platform can connect customers, partners, intermediaries, and internal teams, managing individual pricing, billing, permissions, and complex data flows.

from €60,000
from 6 months
  • Separate customer and partner environments
  • Multiple user groups and complex access management
  • Loyalty systems
  • 5–12 integrations
  • Multiple languages, countries
  • Powerful search engine
Suitable when the digital platform is one of the core parts of business operations, not just an additional customer service channel.

Let's talk about your business self-service portal

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