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Услуга · Websites and web development

Personal account

The portal is built around what people most often call you about: where is my order, send me an invoice, repeat last delivery. Every such question closed by self-service is manager time freed up.

Send a request What is included
From 6 weeks
the basic version
Data
from the accounting database
Login
with confirmation
Documents
invoices and acts

What the work includes

The usefulness of a portal is measured by the number of enquiries it has taken off your hands. That is the criterion for choosing features.

Discuss the scope

Login

By phone number or email, with account recovery and an extra confirmation for sections holding documents.

Orders

What was ordered, for how much, in what status, and a repeat button.

Documents

Invoices, delivery notes and certificates are pulled from your records and available to download.

Client terms

Individual prices and discounts for those working under contract.

A link with the accounting system

The data arrives from the database automatically instead of being typed in by a manager.

Alerts

An email or message when the status changes, so the client does not ring to ask.

How it goes

From six weeks. The timeline depends above all on whether the accounting database is ready to give data out.

01

The list of enquiries

We gather the questions clients ask most often. The portal must answer exactly those rather than look impressive.

02

Design planning

Roles, access rights, the sections, the integration scheme.

03

Development

Interface, sign-in, integration, notifications.

04

Rollout

We invite the clients, give them instructions and measure how many calls went away.

A client portal holds personal data, and the law of the Republic of Kazakhstan applies to it in full. Consent at registration, a published processing policy, access separation, storage inside the country. All of it is built into the project rather than stitched on after the first inspection.

Questions and answers

They will, if it removes a real pain: check a status, collect closing documents, repeat an order. A portal with just a profile and an empty history is indeed of no use to anyone, and is not worth building.

Payment card details and unnecessary identity documents. The less sensitive data sits inside, the fewer the consequences of a leak. Only what the client genuinely cannot do without is worth displaying.

Usually not. A portal that works properly in a phone browser covers the same tasks and needs no installation. An app is justified when notifications and offline working are required.

More in this area

Open the area
Service Website development on 1C-Bitrix Our main engine with a link to the accounting database Service Web development on other platforms Light engines and builds for a specific task Service A business card site and a catalogue A few pages and a catalogue without a basket Service A corporate site Sections for lines of business, vacancies and partners

We will design a client portal

Write which questions clients ask most often. We will build the portal around exactly those.