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Do You Need a Customer Portal? Use Cases and Must-have Features
If customers regularly email asking for invoices, order status or documents, a self-service portal can save hours every week.
Common use cases
- Order and project tracking
- Invoices and payments
- Document sharing
- Support tickets
- Account and subscription management
Must-have features
- Secure login with password reset and optional 2FA
- Clear dashboard of what matters now
- Notifications by email
- Role-based access for teams
Start small
Launch with the one or two things customers ask about most, measure usage, then expand.
Frequently asked questions
Can a portal connect to our existing systems?
Yes, through APIs or scheduled data imports.
Is VXCORE building its own client portal?
Yes, our client portal is in development, and we build portals for clients too.