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Customer portal
Let customers submit a request, check an agreed appointment or access their documents in one place. We define which information they can see and which steps they can complete themselves.
SVS Digital · Ljubljana, Slovenia
Custom web portal development
A web portal connects users, data and tasks beyond a public company website. SVS Digital designs and develops portals for customers, business partners and employees, from sign-in and user roles to bookings, documents and integrations with your systems.
Discuss your projectWhich portal does your business need?
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B2B partner portal
Give partners access to the content and workflows relevant to their relationship with you. Catalogues, enquiries, orders and inventory visibility depend on your business model and available back-office integrations.
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Internal employee portal
Bring tasks, requests and information scattered across spreadsheets and email into one workspace. Roles define who can view data, edit it and approve changes.
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Booking portal with AI reception
Build a custom appointment system for a service business. The website form, calendar, team portal and AI voice agent use agreed rules for services, duration and availability.
From requirements to a working portal
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Users and tasks
Define user groups, their tasks and the information they need. Focus the initial scope on features with a clear business purpose.
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Structure and prototype
Plan the journey from sign-in to completed work. Check forms, navigation and data views with your team before development.
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Development and integrations
Build the interface and back end and connect the agreed systems. Check permissions, data validation and behaviour when an integration is unavailable.
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Testing and handover
Test the portal on phones and computers and across user roles. Agree on content management, maintenance and future development.
Development and automation in practice
Explore our published projects and an internal platform case study. The features of your new portal are agreed around your requirements.
Websites and applications: selected projects
A portfolio of websites, stores and digital products with links to published work.
Explore the exampleMGI Dva Dukata: internal platform
An example of accounting tools and automations brought into one platform.
Explore the exampleAI voice agents and booking systems
How phone reception can become part of a booking system for your team.
Explore the exampleWhat determines web portal pricing?
Scope depends on user roles, workflows, integrations, data migration and design requirements. An initial estimate needs a description of users, their main tasks and the systems to connect. Public portal content can serve search engines; private accounts and business data need their own access controls.
Customer portal development with the right data access
A customer or B2B portal gives users a place to complete a task, not just read about your company. Decide what a customer, partner or employee needs to view, submit and approve, then connect the portal to the relevant business systems.
Plan the first useful portal journey
A first release might let a customer submit a request, track its status and retrieve the related documents. A partner portal might expose an agreed catalogue and order history. Define which records each user can access and who owns the next action.
Include integration and handover in the scope
A portal needs reliable source data and clear behaviour when a connected system is unavailable. Test roles, forms, mobile use and exception handling. Agree who maintains content, manages access and supports users after launch.
Frequently asked questions
How is a web portal different from a website?
A website usually presents a company, services and content publicly. A web portal also supports data workflows, user accounts, roles and tasks such as orders, bookings or document access.
Can you build a B2B portal connected to an ERP or CRM?
Yes, an integration can be part of custom development. We first check APIs, data, permissions and business rules, then confirm feasibility and scope before development.
Will the portal work on phones?
User journeys are designed for phones and tablets as well. Testing covers core tasks, forms and data views across screen sizes.
Can a portal connect to an AI voice agent?
Yes. Depending on scope, the agent can record an enquiry in the portal or use an integrated booking system. Services, availability, confirmations and data access are defined together.
Tell us which task you want to simplify.
Review your requirements, current tools and a practical first step directly with Uroš from SVS Digital.
Book a consultation