Improve customer relationships with Digitals secure customer portal software. A customer portal enhances customer interactions by offering swift access to projects, calendars, and self-service options.
Today’s technologies have increased companies’ ability to collaborate – the customer portal is a perfect example of this. Popular among businesses with multiple clients, these portals provide secure 24/7 access to collaborative tools using just an internet connection.
What is Customer Portal Software?
A customer portal serves as a private online platform for providing support and information to customers. It functions similarly to an extranet, where information is securely shared with external parties, or an intranet, for internal information sharing among employees. Through customer portals, businesses can interact and collaborate with both internal and external clients, sharing data records, schedules, documents, and more. Portals also enable customers to view, download, and upload private information like invoices.
Accessible through a web browser with an internet connection, customer portals prioritise simplicity and security for users.
What are the benefits of Customer Portal Software?
For customers, the primary advantage lies in gaining quick access to necessary information and answers to their queries. This accessibility enhances convenience and satisfaction, ensuring they can securely exchange sensitive data. From a business perspective, customer portals offer significant benefits. By providing customers with direct access to information, queries to customer service and sales staff are reduced, freeing up valuable time.
Customer portals outshine traditional methods like e-mail, File Transfer Protocol (FTP), and Virtual Private Networks (VPNs). Businesses can sidestep worries and costs associated with supporting such systems. The customers will benefit from:
- The ability to securely exchange information, including financial data
- No file size limitations
- Self-service access to a private repository
- The ability to upload and manage larger files
- Version control functions
- A structured folder system (unlike FTP)
How a Customer Portal Can Help You?
There’s no one-size-fits-all approach. Customer portal applications vary widely based on your industry, organisation, and objectives.
As our customer portals are browser-based, they seamlessly operate across all platforms, from PC to Mac. They boast versatile functionality, enabling you to:
- Store, edit, and share documents and files
- Download or preview files and data records
- Manage your key meetings and events via an events calendar
- Assign tasks, set due dates and track your progress, aiding project management
- Send automatic email notifications for updates
- Provide secure client messaging
- Establish a searchable database of knowledge
We routinely integrate customer portals into our other software systems, including web applications and mobile apps.
Customer Portal Security
Ensuring the security of our clients’ information within their customer portal is of the greatest importance. That’s why we employ encryption at rest with SQL Azure to safeguard data. Our systems adhere to multiple security standards and are meticulously locked down from external threats.
We take pride in the trust placed in us by organisations such as the Government, NHS, healthcare, education, financial services, and insurance industries. Recognising their need for the utmost security, we are committed to upholding the highest standards to protect the data.
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