Portals that reduce admin rather than add to it
Because the portal is part of your own system, nothing needs copying across. A request becomes a job; a completed job becomes a downloadable report.
Customer portals
Customer portal software built around your service.
Give customers a secure place to request work, track progress, approve quotes and download documents, without chasing your office by phone and email.
- Secure logins
- Job status
- Documents & invoices
- Your branding
Your team spends hours answering 'what's happening with…?'
Customers want updates, copies of certificates and answers about invoices. Without a portal, every request becomes a phone call or email for your office to handle.
- Repeated calls asking for job status or ETA.
- Certificates and reports re-sent by email again and again.
- Quotes approved by email, then retyped into your system.
- No record of what was shared with whom and when.
A branded portal connected to your own system
Your customer portal reads from the same live system your staff use, so customers always see accurate, up-to-date information.
- Customers log in to see their jobs, sites, assets and history.
- Request new work or report issues with photos.
- Approve quotes and sign off work online.
- Download certificates, reports and invoices.
- Automatic notifications when something changes.
What you get
Everything included, nothing bolted on
No plugin marketplace, no upsells. Each point below ships with the plan.
Secure access
Each customer sees only their own records, with optional multi-user accounts.
Service requests
Structured request forms that create jobs directly in your system.
Document library
Certificates, reports and invoices always available.
Online approvals
Quotes and completion sign-off captured with a full audit trail.
Payments
Optional Stripe payments for invoices and subscriptions.
Your brand
Your logo, colours and terminology throughout.
24/7
Customer self-service
Fewer
Calls and emails
From £250
per month; from £2,995 setup
Suitable for B2B and consumer customers
We build portals for property managers, facilities clients, members, parents and individual customers, each designed for that audience.
Before you ask
The questions people actually send us
Keep reading
Where people go from here
Give your customers answers without the phone calls.
Tell us what customers ask for most, and we'll design a portal around it.
Ceejay Intelligence builds custom business software around the way your company works.