Customer portals

Keep customers informed. Free up your team.

Give customers a secure place to check progress, find documents and take the next step.

Discuss your project Compare plans

Built around your business

What you gain.

Customer self-service

Make common answers available without another call to the office.

Clear progress updates

Share the right job status and documents with each customer.

Connected records

Link the customer view to the systems your staff already use.

Scope, budget & accounts

Three ways to get started.

Indicative one-off build prices, from £2,999. These are planning estimates, not market averages or fixed quotes. Final features, pricing and account allowances are confirmed in your written proposal.

Starter

Start with status and documents.

Indicative from£2,999

Planned account allowance100 customers + 2 staff

Customer sign-in and account separation
Status view and document access
Staff management area
Invitations and password recovery

Discuss starter

Growth

Handle more customer interactions.

Indicative from£6,499

Planned account allowance500 customers + 5 staff

Everything in Starter
Requests and status notifications
One straightforward API integration
Quote approval workflow

Discuss growth

Advanced

Connect a broader customer journey.

Indicative from£11,999

Planned account allowance2,000 customers + 15 staff

Everything in Growth
Multi-contact customer organisations
Up to 3 scoped API integrations
Payment-provider workflow and migration

Discuss advanced

What counts as a user? Customer limits refer to registered accounts, not simultaneous sessions. Staff accounts manage the portal. Storage, traffic and document limits are agreed separately.

What is separate? Prices are in GBP and exclude VAT where applicable. Hosting, domains, ongoing maintenance, third-party subscriptions and usage fees are separate. Integrations depend on provider access and complexity. Additional users and work outside the agreed scope are quoted before implementation.

The practical details

Explore what matters to you.

Open a topic for the detail behind the service.

Make the next update easy to find

For a service business, the useful questions are often simple: has my request been received, when will someone attend and what happens next? We design the portal around those moments.

Account access and customer-specific job status
Documents, quotes and completion records
Requests, messages and agreed notifications
Payment-provider links or payment workflows where scoped

Connect the customer view to the office

A portal should not create a second set of records for your staff to maintain. We assess your existing software, its API access and which system should own each piece of information before deciding how updates move between them.

Keep each customer’s information separate

Sign-in is only the beginning. We test permissions on the server so customers cannot access another account by changing a link. File access, password recovery, invitations and staff permissions are part of the scope, not finishing touches.

Launch the useful part first

A first release might cover status and documents, with payments or messaging added later. We agree the workflows, accessibility checks and customer support arrangements, then test with representative users before rollout.

What determines the price?

Portals are quoted individually. Account structure, integrations, document volumes, payment requirements and migration all affect the work. We make third-party fees and ongoing maintenance clear in the proposal.

Owner-led delivery

Not sure which plan fits?

Talk directly with the person designing and building your project. We will help you find a useful starting scope.

Discuss your project

Connected services