The bottleneck
Your ERP probably already has a customer portal, but in practice nobody uses it. It looks dated, logging in is a hassle, and the information isn't where the customer expects it. The result: customers call or email for every status question, every copy of an invoice, every query about an ongoing job. Your team spends half a day "just looking it up and forwarding it", work that brings in no margin.
At the same time, customers now expect the same ease they get from their bank or favourite webshop: log in instantly, everything in one place, on phone or laptop. A login with a password nobody remembers no longer fits that picture.
How AI solves it
- Passwordless login: the customer gets a link by email and they're in. No passwords to remember or reset, no friction to log in.
- Everything in one place, multi-language: live access to quotes, work orders and invoices, in the customer's own language. Whatever changes in your systems shows up in the portal right away.
- Ask their own questions: on top of the portal sits an assistant that answers questions about installations or projects based on that customer's real data. "When is the technician coming?" or "What was in the last service visit?" gets an instant answer, without your team having to look it up.
- Fewer interruptions: customers handle the routine questions themselves. Your team keeps its time for the work that actually matters.
Your own web app alongside your ERP, not inside it
We don't replace your ERP. We build a modern alternative next to it: a custom web application that talks to your systems live and only shows what's relevant to that customer. So you keep your ERP as the source of truth and give the customer an interface that's genuinely pleasant to use. If you want to see how a portal like this comes together step by step, from first sketch to live, read your own customer portal in 5 steps. It also covers how we start small and expand as your customers start using it.
Ask via chat, or browse a visual overview: the user picks
The portal offers two ways to reach the info you need. A chat answers direct questions: "when will my order be delivered?", "can I get the latest invoice again?", "what is the status of project X?" The assistant looks the answer up in your systems and returns it immediately, with a link to the right document or detail screen.
For people who prefer to look around themselves, there is a visual overview: open orders, projects in progress, invoices, contracts, everything relevant for that customer. Some people work conversationally, others want everything on one screen. Both modes live side by side in the same app, and the chat can even point to the right tab when that is faster.
Systems involved
- Your ERP as the source of quotes, work orders and invoices
- A custom web application with passwordless login (link by email)
- A connection that keeps your ERP and CRM in live sync with the portal
- An AI assistant that answers customer questions on that customer's data
- A multi-language interface, tuned to your customer base
What it delivers
- Fewer "what's the status?" calls and emails to your team
- Customers who serve themselves, day and night
- A portal customers actually use, instead of ignore
- Your ERP stays the source of truth, with no double work
- A professional impression that matches what customers expect today
Related services
- Custom apps: the portal itself, a dedicated web application with passwordless login.
- Connect: the connection that keeps your ERP and CRM in live sync with the portal.
