Customer dashboard
Open orders, balances and recent activity at a glance.
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Customer Portal
Orders, invoices and support — self-serve for your customers.
CRM & portalsWeb appConcept showcase
- Category
- Portal
- Platform
- Web app
- Key features
- 6
- Engagement
- Project / ongoing
Screens
Welcome back, Acme Ltd
Open orders7
Invoices due₹1.2L
Open requests2
Invoices+ New
INV-2041Paid
INV-2056Due
INV-2063Paid
INV-2070Due
Service requests
Submitted
In progress
Waiting on you
Resolved
Request #318
When will the replacement part ship?
It ships tomorrow — tracking will appear here automatically.▤ Delivery note #318.pdf
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About this concept
A branded portal where customers track orders, download invoices and raise requests without emailing your team.
An illustrative product concept that shows how we would approach this problem. It is not a delivered client project.
01The problem
Customers email and call for simple things — order status, invoice copies, service requests — which keeps your team busy with repeat questions.
02Who it’s for
B2B suppliers, service companies and agencies with many repeat customers or clients.
03Our approach
Give every customer a secure login with their own orders, documents and requests, connected to your existing systems behind the scenes.
What it does.
Invoices & documents
Download invoices, contracts and reports any time.
Service requests
Raise and track requests with status updates.
Online payments
Pay outstanding invoices directly in the portal.
Secure access
Company accounts with multiple users and permissions.
Connected systems
Syncs with your ERP, CRM or accounting software.
How it works
From first tap to done.
- 01
Log in
Customers sign in to their own secure account.
- 02
Check
They see orders, invoices and request status.
- 03
Request
New requests go straight to the right team.
- 04
Resolve
Updates and documents appear automatically.
Built with
A modern, scalable stack.
Next.jsSecure authERP / accounting syncPayment gateway
Need something like this?
We can shape this concept around your business, your workflows and the tools you already use.
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