A customer portal is a private online channel through which you can provide support and information to your customers. You may also have heard it called an extranet – where information is shared securely with named external parties, or an intranet – where information is shared internally with employees.Customer portals allow you to interact and collaborate with your internal or external clients and share information such as data records, schedules and documents. You can also use a portal to allow your customers to view, download and upload private information such as invoices and much more.

Clients can access whatever information that a firm want to share with them in addition to receiving answers to their inquiries. Customers benefit from having access to the information they require when they need it; businesses benefit from fewer questions, which frees up sales and customer service staff time, and from higher customer satisfaction, which can aid in customer retention.

Customer portals outperform email, File Transfer Protocol (FTP), and Virtual Private Networks (VPNs) in terms of information sharing. Customers will gain from: Businesses won't have to worry about the expenses and hassles associated with maintaining complicated VPNs.

• The capacity to transmit data, including financial data, securely;
• No restrictions on file size;
• self-service entry to a personal archive;
• The capacity to handle and upload bigger files;
• Functions for version control;
• A system of organized folders (not FTP).

The use of a customer portal is not right or bad. Its applications will differ substantially based on your organization, industry, and goals.

Since they are browser-based, our customer portals are compatible with both PC and Mac computers and may be configured with features that allow you to:

• Save, modify, and distribute files and documents
• Download or examine data records or files in preview
• Use an events calendar to keep track of your important meetings and events.
• Assign tasks, establish deadlines, and monitor your progress to help keep projects on track.Use an events calendar to keep track of your important meetings and events.
• Send out automated email alerts if there are changes.
• Offer safe client messaging
• Create a knowledge store that can be searched

For instance, we have developed client portals that

• Permit users to enter their diabetes meter readings online.
• Provide clients with a place where they can simply manage participant information and access reports.
• Give thorough management reporting that includes every order a customer has placed throughout a specific time period, together with a thorough analysis of all associated expenses.

Additionally, we frequently include customer portals into other software programs that we provide, like web and mobile applications.

We utilize encryption at rest with SQL Azure because we value the security of the data in our clients' customer portals. We guarantee that data is stored on mission-critical systems that are secured against external access and that adhere to several security requirements.

We have been entrusted with their data by the government, NHS and healthcare, education, financial services, and insurance sector, all of which demand the highest level of security available.