Service · Websites and web apps

Client portal

If your staff spend part of each day resending invoices, confirming delivery dates or hunting for a job sheet in a shared folder, the information already exists; the client simply cannot see it. A client portal gives direct access to what is already in your ERP or business software, with each person's own login and permissions. Take an air-conditioning maintenance firm in Málaga with three hundred contracts across residents' associations and hotels. The property manager wants the certificate from the last inspection; the hotel wants to know when the engineer is coming. If they can find those answers alone, the office gets on with work that cannot be automated.

Sign-in
email link, 2FA or Microsoft
ERP data
a3ERP, Sage 200, Business Central, Odoo
Roles per company
who sees invoices, who orders
Facturae
downloads for the client's accounts

What falls within the scope of this service

The portal is made of small building blocks added in phases. These are the ones projects usually include.

Pin down the details with one of our engineers

Frictionless access

An invitation with a direct link, colleagues added by the client themselves, two-factor sign-in and Microsoft Entra ID login when the client company uses Microsoft 365.

Invoices and payments

A list of invoices with payment status, PDF or Facturae download and reminders of upcoming due dates.

Orders and service visits

Status of each order or engineer visit, tracking numbers, signed job sheets and one-click reorders.

Contract documents

Contracts, certificates, delivery notes and periodic inspections sorted by date and downloadable without emailing anyone.

Requests

Forms to book a visit, ask for a quote or open a ticket, arriving in your system with the client's details already filled in.

Security and logging

Sessions that expire, lockout after repeated failed attempts, a download log and EU hosting in line with the GDPR.

How the engagement unfolds, one stage at a time

Version one usually covers two or three features that remove most queries. The rest follows once you see how clients use the portal.

01

The top ten questions

With your support team we pin down the ten most repeated questions and which system holds each answer. That list defines the first version.

02

Connecting your data

We build or configure access to your ERP or business software and test it with real data on a staging environment.

03

Portal and permissions

Screens, sign-in, roles within each client company and email alerts, reviewed with a few trusted clients.

04

Invitations and follow-up

Invitations in batches, a short user guide and a before-and-after comparison of queries to decide which feature comes next.

User onboarding decides whether the portal gets used. If clients must email to request access, wait for a password and remember yet another one, most will not bother. It works far better when the first user at each company receives an invitation with a direct link, invites colleagues themselves and, if their company runs Microsoft 365, signs in with that account. We design that first access as carefully as the rest of the portal.

Common questions

Nearly always invoices and their payment status, orders or jobs with their dates, and downloadable documents such as delivery notes, certificates or job sheets. That alone removes a large share of routine queries. Prices, balances and new requests can arrive in a second phase.

Most packages common in Spain, including a3ERP, Sage 200, Business Central and Odoo, allow data to be read through an API or scheduled exports. If yours is old or heavily customised, we set up an intermediate database refreshed several times a day. We check this at the very start.

Yes: reorder, book a service visit, ask for a quote or open a ticket. Requests reach your system or team with the client's details already filled in, which avoids calls and emails just to establish who they are and which contract they hold.

It is handled under the GDPR: only what is needed, hosted in the EU, with access logs and a data processing agreement with every supplier. Your company remains the controller, and we prepare the technical documentation for your record of processing.

Mainly it depends on the link to your business software. An invoice and order lookup portal on an ERP with an API is a contained project; one with requests, complex permissions and several systems is larger. We quote per phase at €75 per hour + VAT after reviewing your systems.

Plan a client portal for your business

List the questions your clients put to your staff most often. We will shape the portal precisely around them.

Hours
Monday to Friday, 9:00-18:00 Spanish time (CET), answers within a working day
Meetings
Video calls via Google Meet or Teams

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