Sign-in
One-time email codes, two-step verification, or Microsoft Entra ID single sign-on for corporate clients tired of juggling passwords.
We judge every candidate feature by one yardstick: how many support messages will it absorb?
One-time email codes, two-step verification, or Microsoft Entra ID single sign-on for corporate clients tired of juggling passwords.
Items, agreed prices, fulfilment stage, parcel tracking and a “Buy again” shortcut.
Invoices, WZ dispatch notes, certificates and contracts fetched from Comarch ERP XL, enova365, Symfonia or Business Central, available as PDF or the original KSeF XML.
Personal price lists, discounts, credit ceiling, current account balance and the assigned sales contact.
Client administrators add colleagues and control visibility: finance staff see invoices but not the basket, warehouse staff place orders but never see balances.
Email or text alerts about status changes, approaching payment deadlines and new documents, removing the need to chase.
Whether your ERP already offers an API, or data must first be extracted, largely sets the pace.
Three months of support emails and tickets are sorted to reveal recurring questions. Solving those is the portal's purpose.
Roles, access rights, sections and data exchange with your back-office software.
Screens, authentication, integrations and alerts, trialled on data from several genuine customers.
A pilot group is invited, given a short guide, and we count how far support traffic drops.
Customer portals hold personal data, which brings GDPR fully into play. Expect data minimisation, audit trails of access, EU hosting, processor agreements and a routine for access and erasure requests. Baking that in at the design stage is far cheaper than retrofitting it once a client or the Polish supervisory authority (UODO) starts making enquiries.
They will if it fixes something real: tracking a delivery, grabbing a document, repeating a purchase. A portal offering only a profile page and blank history attracts no one and is not worth commissioning. Small nudges help, such as emailing a link to the invoice in the portal rather than attaching the file.
Not for everything. Balances and stock should be live, while invoice archives can refresh a few times daily. That mix lightens the load on the ERP and keeps the portal online even during accounting-system maintenance.
Seldom. A portal that behaves well in a mobile browser covers the same ground with no download and no app store approval. Native apps earn their keep when push alerts or offline use matter, say for field sales reps.
Strong authentication is mandatory, repeated failed logins lock the account, document downloads are logged with user and timestamp, and idle sessions time out. A security test precedes launch, and you receive its findings in writing.
List the questions your support team hears most. We will design the portal to answer precisely those.
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You will hear back within one working day, and if you have reported an outage that is holding up work, it goes to the front of the queue.
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