Value-focused Approach
Give Customers Useful Access Without Adding More Admin
We design customer portals around the information, actions and service journeys your customers actually need, then connect them to the systems your teams already use.
User-Centred Portal Design
We map customer tasks, access needs and service journeys before designing responsive screens that make common actions clear and straightforward.
CRM and ERP Integration
We connect the portal to your CRM, ERP, finance, field service or document systems so customers see accurate information without duplicate data entry.
Secure Access and Permissions
Role-based access, appropriate authentication and audit trails help ensure each user can see and do only what their account permits.
Phased Delivery and Support
We prioritise the highest-value self-service journeys first, then improve the portal using feedback, support data and changing customer needs.
"The platform allowed clients and members to have a seamless experience when signing up. We are very satisfied with the work Vivato have done and grateful for the platform they have built."
The Simon Communities of Ireland
Common Questions
Straight Answers To Key Concerns
A useful customer portal must balance customer convenience with data quality, security and internal process. These answers cover the decisions buyers usually need to make first.
Depending on the business, customers may view orders, service history, documents, reports or account information; submit requests; update approved details; and track progress. We define the right functions from real customer and staff needs.
Yes, where the systems offer suitable APIs or other supported integration methods. We assess data ownership, update frequency, authentication, error handling and system limits before recommending the connection design.
We design roles and permissions around organisations, accounts and user responsibilities. Access rules are tested against real scenarios, with logging and administrative controls included where the risk requires them.
It can reduce avoidable status checks and document requests when customers can find reliable information themselves. We agree the enquiries to target and establish a baseline so the effect can be measured after launch.
A configured product can suit standard self-service needs. Custom development becomes more useful when journeys, permissions, data sources or brand requirements are complex and cannot be supported cleanly by an existing platform.
We validate source data, test permissions, use representative user journeys and release in controlled stages. A pilot group can expose gaps before access is expanded to the full customer base.
Featured Solution
Contego Customer Portal Connected to Live Field Data
A secure portal integrated with BigChange so customers can see issues, remedial actions and progress without manual updates.
Role-Based Customer Access
BigChange Integration
Live Action Tracking
Return on Investment
A well-targeted portal can reduce repetitive service work, improve access to information and make your digital service easier to scale. We define the outcomes and measures before development starts.
Fewer Routine Enquiries
Give customers direct access to approved information so service teams spend less time answering status and document requests.
A More Consistent Service
Present the same current account information to customers and staff, with clearer ownership of updates and follow-up actions.
Lower Data Duplication
Connect the portal to source systems so teams do not have to copy customer requests or account details between separate tools.
Insight Into Customer Needs
Track portal usage, incomplete journeys and common requests to guide service improvements and future development priorities.
The Team
Building With Confidence
Our UK-based developers and business analysts design the customer experience, integration and access model together, with ongoing support available after launch.
Customer Portals That Make Self-Service Genuinely Useful
A CRM customer portal gives approved external users secure access to selected information and actions from the systems that run your business. The aim is not simply to put an interface in front of a database. A useful portal removes avoidable effort for customers and staff while protecting data and fitting the service process behind it.
We start by identifying the moments that create the most friction: repeated status calls, emailed documents, manual account updates or reporting assembled on demand. These become prioritised portal journeys with clear measures, such as fewer routine enquiries, faster document access or higher digital completion rates.
Built Around Customers and Internal Teams
Customers need a simple experience, but every portal action also affects an internal workflow. We map both sides. That includes who owns the source data, what customers are allowed to change, which requests need approval and how exceptions reach the right team.
The first release can focus on a small number of valuable tasks rather than reproducing every internal screen. Typical capabilities include:
- account and contact management;
- order, job or case tracking;
- secure document exchange;
- service requests and structured forms;
- dashboards and customer reporting; and
- notifications triggered by meaningful changes.
Connected to Reliable Source Data
A portal is only as useful as the information behind it. We design integrations so the CRM, ERP or operational platform remains the appropriate source of truth. Update frequency, failure handling and data ownership are agreed explicitly rather than left to assumptions.
For complex connections, our API and third-party integration service can cover data mapping, authentication, monitoring and long-term change. The Contego customer portal case study shows how live field-service information can be presented securely to customers.
Security, Accessibility and Performance by Design
Portal security starts with the data and user model. We consider account boundaries, roles, authentication, audit requirements, retention and support access during discovery. We also design for responsive use and clear navigation so customers can complete important tasks across common devices.
Supported Beyond Launch
Portal needs change as customers adopt the service and internal processes evolve. We can monitor performance, resolve issues and improve journeys after launch. Usage data and support enquiries provide practical evidence for deciding what to refine next.
Why Businesses Choose Vivato
- Business analysis that covers customer and operational workflows
- Custom portal development for complex data and permission needs
- Experience connecting portals to CRM, ERP and operational systems
- Controlled releases that prioritise early customer value
- UK-based development and long-term support
