DevHeist

Services — Portals

Customer and partner portal development

Platforms where each party (client, contractor, officer, worker) has its own view and its own responsibilities on one shared record.

Typical project: $8.5k – $21k See pricing

What we build

Several parties working on the same records by email and spreadsheet? Here is what changes.

  • Customer portals

    Clients see their own orders, documents and status without calling or emailing.

  • Contractor and partner portals

    Outside companies upload documents and keep their records valid themselves.

  • Roles and permissions

    Each person sees and does only what their role allows.

  • Deadlines and approvals

    Expiring documents, trainings and approvals tracked by the system, not by memory.

In production

Systems we have built.

FAQ

Frequently asked questions.

What is a customer portal?

A secure website where your customers or partners log in to see and manage their own information: orders, documents, requests, status. It replaces back-and-forth by email and phone.

Can a portal replace spreadsheets and email?

That is usually why it gets built: several parties working on the same records by email and spreadsheet, and nobody sure which version is current.

Can a portal connect to my CRM or ERP?

Yes. A portal works best as a view onto the system you already run.

Ready to stop managing work manually?

Let's turn your operations into a streamlined, automated system built for growth.