Specialization · Web Applications

Customer Portal Development – Self-Service for Your Customers

A customer portal answers the questions that reach you by phone and email today – about order status, invoices or documents. We develop the protected area where your customers handle this themselves, around the clock.

Initial consultation freeQuote transparent, fixed price if preferredArea Web Applications
Featured image: Customer Portal Development
Short & clear

A customer portal is a protected online area with a login where customers view and manage their documents, orders, invoices, contracts or support tickets themselves. Nano Concepts develops customer portals as web applications with a role and permission concept and connects existing systems such as ERP, CRM or accounting through interfaces. We usually implement customer portals with login, database and interfaces in the Professional package from €8,000; you receive the exact quote after the free initial consultation.

Customer portal development with Nano Concepts

Anyone who wants a customer portal developed usually wants to achieve two things: inform customers better and relieve their own team. A customer portal is a protected area with a login where your customers retrieve order status, invoices, delivery notes, contracts or inspection reports themselves, upload documents, create tickets or reorder. Instead of sending emails with attachments back and forth, everything is in one place – up to date, secure and available around the clock, even when your office has long since closed.

01

A good portal lives on its data. That is why we connect the systems where your information already lives today – ERP, CRM, ticketing system, accounting or document storage. A well-designed role concept governs who may see what: a business customer's purchaser sees orders and prices, while the same customer's accounting department sees only the invoices. We map multiple locations or subsidiaries of a customer cleanly in a hierarchy so that everyone receives exactly the information they are responsible for.

02

For your customers to actually use the portal, it has to be easier than a phone call. Together with LOMA DESIGN, we design interfaces that are understandable without training and work as well on a smartphone as at a desk. Login by email link, two-factor authentication or single sign-on, notifications for new documents and a clear start page make your own customer portal a service your customers like to use. Usage statistics also show you which features are in particularly high demand.

Story

Customer portal development in 9 slides

Just swipe through: what Customer portal development delivers, what we build for you, and how other companies benefit.

01 / 09

Specialization · Web Applications

Customer Portal Development. Built around your workflows.

A customer portal is a protected online area with a login where customers view and manage their documents, orders, invoices, contracts or support tickets themselves.

  • Free initial consultation
  • Transparent, fixed price if you like
  • Reply usually within 24 hours
nanoconcepts.de
02 / 09

How you can tell

Does this sound familiar?

Typical signs that Customer portal development is worth it:

  1. 01Your team sends invoice copies, delivery notes or documents by email on request every day.
  2. 02Customers call to ask about the status of their order.
  3. 03Sensitive documents are sent as email attachments even though a more secure way exists.
  4. 04Business customers want access to their data without having to ask you every time.
nanoconcepts.de
03 / 09

Your benefit

What you get out of it.

Fewer routine inquiriesYour customers answer questions about status, invoice copies or documents themselves – your …
Service around the clockCustomers handle their requests in the evening and on weekends, regardless of your office …
Stronger customer loyaltyA well-made portal becomes part of your customers' daily work and shows that you take …
nanoconcepts.de
04 / 09

Scope of services

What we deliver for you.

A protected self-service area where your customers retrieve orders, invoices, documents and tickets themselves.

  1. Login & role concept
  2. Documents & invoices
  3. Orders & status
  4. Tickets & requests
  5. Interfaces to ERP, CRM & more
  6. Notifications
nanoconcepts.de
05 / 09

Use cases

Here's what that looks like in practice.

LogisticsA freight forwarding company shows clients shipment status, proof of delivery and invoices in a shared portal.
Healthcare & CareA laboratory provides practices with results and order status in a protected portal with a strict permission concept.
Real EstateA property management company offers owners and tenants statements, minutes and a damage report with photo upload.
nanoconcepts.de
06 / 09

Process

A clear process. No surprises.

  1. 01
    Customer inquiries & goalsWe collect the most frequent customer inquiries and decide which of them …
  2. 02
    Roles & data sourcesWe define user groups, permissions and the systems from which the portal …
  3. 03
    Prototype & pilot customersA clickable prototype is tested with selected customers before development …
  4. 04
    Development & integrationInterface, login, permissions and integrations are built in stages in a …
nanoconcepts.de
07 / 09

Common question

Good question. Clear answer.

How much does it cost to have a customer portal developed?

Nano Concepts

We usually implement a customer portal with login, roles, database and interfaces in the Professional package from €8,000.

All questions & answers
nanoconcepts.de
08 / 09

Packages

Three packages. One plan.

  • Starterfrom €2,500Ideal for landing pages, simple web applications and prototypes.
  • Professionalfrom €8,000For complex web applications, portals and tailor-made software …
  • EnterpriseCustomFor large projects, system landscapes and long-term development …

Non-binding guidance – you will receive your quote after the free initial consultation. View pricing

nanoconcepts.de
09 / 09

Let's get started

Unlock your full potential.

Tell us about your project – we usually get back to you within 24 hours with an initial assessment.

TOGETHER. DIGITAL. SUCCESSFUL.

nanoconcepts.de
01 / 09

Typical signs that Customer portal development is worth it

  • Your team sends invoice copies, delivery notes or documents by email on request every day.
  • Customers call to ask about the status of their order.
  • Sensitive documents are sent as email attachments even though a more secure way exists.
  • Business customers want access to their data without having to ask you every time.
  • Customer information is scattered across ERP, CRM and file storage, and nobody has the full picture.
Scope of services

What we deliver for you

A protected self-service area where your customers retrieve orders, invoices, documents and tickets themselves.

Login & role concept

Secure sign-in with a two-factor option or single sign-on, and permissions down to the level of individual contacts at the customer.

Documents & invoices

Invoices, delivery notes, contracts and inspection reports are available for download automatically as soon as they are created in your system.

Orders & status

Customers track orders, projects or service jobs with a current status instead of having to ask.

Tickets & requests

Structured forms for complaints, service requests or change requests that land directly with the responsible team.

Interfaces to ERP, CRM & more

Data flows automatically from your existing systems into the portal and back – without maintaining it twice.

Notifica­tions

Email or push alerts for new documents, status changes and replies to tickets.

Your benefits

Why companies choose us

Fewer routine inquiries

Your customers answer questions about status, invoice copies or documents themselves – your team gains time.

Service around the clock

Customers handle their requests in the evening and on weekends, regardless of your office hours.

Stronger customer loyalty

A well-made portal becomes part of your customers' daily work and shows that you take service seriously.

More secure than email

Sensitive documents sit encrypted in a protected area instead of in inboxes and attachments.

Use cases

Customer portal development in your industry

Here's what Customer portal development looks like in typical industries – concrete examples from everyday business.

Industry & Manu­fac­turing

A machine builder provides operating manuals, maintenance logs and spare parts lists for each machine in the customer portal.

Learn more

Retail & E-Commerce

A wholesaler lets business customers download invoices, track deliveries and reorder from previous orders.

Learn more

Logistics

A freight forwarding company shows clients shipment status, proof of delivery and invoices in a shared portal.

Learn more

Healthcare & Care

A laboratory provides practices with results and order status in a protected portal with a strict permission concept.

Learn more

Real Estate

A property management company offers owners and tenants statements, minutes and a damage report with photo upload.

Learn more

Finance & Insurance

A tax firm lets clients upload receipts and follow the processing status of their documents online.

Learn more

Services & Consulting

An IT service provider gives customers insight into tickets, contracts, licenses and planned maintenance windows.

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Skilled Trades

A specialist contractor provides customers with quotes, construction site photos and acceptance reports for their project online.

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Startups

A SaaS startup adds a customer area to its product for subscription management, invoices and support requests.

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Education & Research

An academy gives participants access to course materials, certificates of attendance and invoices.

Learn more

Tourism & Hospitality

A tour operator gives guests access to travel documents, payment status and add-on bookings before departure.

Learn more

Media & Creative Industries

A print shop lets customers upload print files, approve proofs and track production status.

Learn more
Process

How your project works

  1. Customer inquiries & goalsWe collect the most frequent customer inquiries and decide which of them the portal should answer on its own in the future.
  2. Roles & data sourcesWe define user groups, permissions and the systems from which the portal draws its data.
  3. Prototype & pilot customersA clickable prototype is tested with selected customers before development starts.
  4. Development & integrationInterface, login, permissions and integrations are built in stages in a test environment.
  5. Invitation & operationWe support you in inviting your customers, monitor operations and keep developing the portal.

Technologies & tools

ReactNext.jsTypeScriptLaravelPostgreSQLOpenID ConnectREST APIsS3-compatible object storageDocker
FAQ

Frequently asked questions about Customer portal development

We usually implement a customer portal with login, roles, database and interfaces in the Professional package from €8,000. A lean document area without system integration may be possible in the Starter package from €2,500. We quote portals with many interfaces or tenants individually in the Enterprise package – after the free initial consultation.

With a clear scope, a first version with login, documents and order status is often ready for pilot customers after a few weeks. How long it takes to connect your systems depends on their interfaces. You receive a realistic schedule after the initial consultation.

Yes, that is actually the norm. The portal accesses your existing ERP, CRM or ticketing system through interfaces and displays the data in a clean format. If a system offers no interface, we look at alternatives such as regular exports.

We rely on encrypted connections, two-factor authentication, a finely graded permission concept and logging of access. Hosting in German or European data centers is possible. These technical details do not replace legal advice on data protection.

Many industry solutions come with a basic portal. A custom customer portal pays off when data from several systems comes together, your customers need complex permissions, or the portal is meant to be part of your service promise and your brand.

We build customer portals to be responsive so they are easy to use on a smartphone. On request, this becomes a progressive web app with an icon on the home screen, or an app for the app stores that uses the same interfaces.

Solutions

Customer Portal Development for your target audience

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17 · Scenario · approx. 50 seconds

Where’s my order?

Call number 23: “Where is my order?” Oliver searches three systems. A customer portal with live status and documents, connected to your system, answers it automatically.

ServiceCustomer portal & web appForWholesale, manufacturing & B2B
Read transcript

Oliver, inside sales.
Call number 23.
“Where’s my order?”
Searching three systems.
Customer on hold.
Plus: invoices. Delivery notes.
Every day. By hand.
Here’s what’s going wrong.
Time lost on questions a portal could answer.
NANO CONCEPTS builds a customer portal.
Status live. Documents instantly.
Connected to your system.
The data flows automatically.
No retyping. No searching.
The phone is quiet.
Customers help themselves.

Get the right quote in 60 seconds

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