Template Apps

Client Portal Software

Provide your clients and trading partners with the information they need when they need it with prebuilt, customisable client portal software that is fully integrated with your existing business systems, your corporate websites and replicates the look and feel of your business.

Develop better apps, faster
Develop better apps, faster

A fully hosted environment to rapidly build bespoke applications, create branded web portals or deploy from ready-made templated applications.

Ready-to-use Client Portal Software

Customisable client portal templates to enable you to easily create web portals that provide your clients, employees and trading partners with quick and easy access to information when they need it. We’ve done the hard work so that both developers and non-technical users can get started quickly and easily. Not comfortable developing your own client portal? Don’t worry, we can get you up and running.

Start with the client portal template as the foundation to quickly and easily customise, deploy and manage a 100% fit business solution.

Feature-rich Client Portal Software

Take the stress away from starting your web portal project by using the flexible, scalable and secure client portal template. Easily modify fields and pages to meet your exact business requirements by using drag and drop customisation tools.

Advanced integration and automation

Improve decision making and client relationships by automating essential data and admin tasks via a powerful integration and automation engine.

Responsive design

Empower remote users and develop multi device compatible web portals that are available 24/7, 365 days a year.

Remove administration

Gain a competitive advantage by automating data and relevant information served to the right people at the time when they need it most.

Effortlessly share information

Share information and data with open access client portals quickly, securely and effortlessly.

Accelerate time to market

High level security

Secure your data using a number of authentication options and sophisticated access controls including Secure Sockets Layer (SSL) and Hypertext Transfer Protocol (HTTPS), Single Sign-On, LDAP authentication, Password Expiration Policies and IP Whitelists.

Build, deploy and manage

Easily modify fields and pages to meet your exact business requirements. Use custom CSS styles to replicate your organisation’s branding and business processes, including read/write information with support for high load volumes.

Extensive data integration

Make your client portal more powerful by utilising advanced data integration with a wide range of APIs, web services and connectors.

Cut down on development times and costs with intuitive point and click, drag and drop configuration tools that require little or no coding at all. Our client portal solutions help you radically reduce development time and resources, simplify delivery and deployment and accelerate time to market.

What's next?

Getting started with Applications Platform is as easy as 1-2-3

Experience low-code

Launch a demo environment and take a look around our platform.

Professional Services

Don't have the time or resources? We can scope, build and deploy any solution.

Start your journey

Ask us a question

Ask a technical question, get a technical response. No sales fluff.

FAQs: Web Portals

Most Relevant

The highly customisable web portals application has been pre-built with your customers in mind to provide them with easy access to relevant information such as invoices, deliveries and orders.

Common web portals developed on the platform include: Customer portal, supplier or trading partner portal, employee / HR portal, purchase order processing portal, customer service portal, communications portal, product returns portal.

Yes, data often resides in more than one business system or application. To reduce repetitive, bi-directional data entry such as updating details or uploading documents (purchase orders, invoices, contracts, policies etc.) use our market proven integration solution to do the hard work for you.
The web portal template is compatible with all image file types as well as PDFs, Microsoft Office (Word, Excel, PowerPoint etc.), RTF and TXT formats, CSV and XML.

Standard modules include:

  • Order placement and management
  • Statement access
  • Credit memos
  • Deliveries
  • Online payments
Yes, the web portal template is set up with a secure area to accept multi-currency credit, debit and ePayment transactions.

It depends on what access you would like the user to access; if they need read/write access and from what data sources? Our web portals cater for both authenticated and unauthenticated users.

Authenticated: These users identify themselves and can update information e.g. contact details. This user can be served up a tailored data view.

Unauthenticated: Users can access and submit information without identifying themselves. These users will be presented with a standardised view.

There are two types of web portal, depending on your business requirements; these are vertical and horizontal. Vertical portals focus on a specific business function that enables users inside and outside of your business to see, edit and contribute to processes within the application. Horizontal web portals provide users with the ability to see aggregated data from multiple applications via a single-view experience.
A web portal is a web-based platform that provides employees, customers and suppliers with a secure, single access point to information that is relevant to them, such as invoices, deliveries, orders, employee training etc.
Yes, our market proven integration engine connects any application, extension, workflow or portal you create to your existing on-premises or cloud-based applications.
All portals benefit from Secure Sockets Layer (SSL) and Hypertext Transfer Protocol (HTTPS). Other security features include: Single Sign-On, LDAP authentication, Password Expiration Policies and IP Whitelists, which enable the administrator to control portal access with incredible precision.
General FAQs
Yes, all our applications provide you with the ability to read/write information, add your own company logo and create custom CSS styles.
Don’t worry, our professional services team is on hand to discuss your objectives, scope, plan, build and deploy your application to meet your exact business requirements.
The technical requirements couldn’t be simpler. All you need is a computer and internet connection to start building applications or customise application templates.
Supported databases include MySQL, Microsoft SQL Server and Oracle.
Yes, you can build custom Microsoft Word, Microsoft Excel, plain text and XML document templates that are used to display record data in pre-specified locations.
Yes, our specialised drag and drop integration solution provides you with a graphical user interface (GUI) to integrate existing on-premises or cloud-based business systems or applications and automate the synchronisation of data. You can connect to practically any data source via ODBC, OLEDB, Web Services or an extensive range of supported third-party APIs through connectors.
We provide full UK-based support and advice that is just a phone call away.
90% of applications built on Applications Platform are either 'code-free' or only contain simple scripts for field formulas etc.
As a PaaS provider, the continuation of service is one of our core competencies. If an unforeseen issue disrupted service, a backup would automatically be commissioned, and your level of service would be uninterrupted.
Yes, you can try the application right now. Select 'Try now' and dive straight in or call our team who will help set you up.
All of our templated solutions benefit from Secure Sockets Layer (SSL) and Hypertext Transfer Protocol (HTTPS), whilst applications are encoded with Base64 for complete peace of mind. Other security features include; single sign on, password expiration policies and IP whitelists, which enable the administrator to control application access with incredible precision.
Yes, it provides a native responsive interface for a total cross-device experience.

Does it support multiple devices? articles

Web Portal UX Design: How to Optimise Your B2B Portal for Better User Experience

When planning your web portal UX design, a well-optimised B2B web portal is crucial for businesses looking to streamline their operations and enhance customer satisfaction. A user-friendly portal can significantly impact your bottom line by improving efficiency, reducing support costs, and fostering stronger relationships with your clients. This article will guide you through the essential steps to optimise your B2B portal for a better user experience.

B2B Portals – Definitive Guide

In this definitive guide to B2B portals we will take you through the key points of how to use web portals to your advantage including the importance of B2B portal software for business, B2B portal benefits, web portal features, implementation challenges and best practices and what to look for when selecting a B2B portal development company to work with.

Jump into a demo

Jump into a Client Portal Software demonstration

Piqued your interest? Why not get a closer look at the template and Applications Platform in action.