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Presence · Module

A portal that answers before anyone asks.

A secure area for customers, partners or your own team. Orders, documents and appointments are available around the clock.

Get in touchTech specs

In practice

A day in the customer portal of a commercial refrigeration firm.

Log · PlatformsExample
  1. 06:50A customer downloads the March invoice.
  2. 10:15A dealer orders from the current price list.
  3. 14:02A maintenance visit is rescheduled; the technicians see the change instantly.
  4. 17:40Maintenance report approved, the customer gets a notification.

Deliverables

What you have after the project, and own outright.

  • The portal

    A login area in your brand, in the browser and on smartphones.

  • Sign-in with company accounts

    Employees sign in with their Microsoft or Google account, no extra password.

  • Roles and permissions

    Everyone sees exactly what they are allowed to see: by area, customer and document.

  • Connected to your systems

    Orders, invoices and documents come straight from your ERP, CRM and file storage.

  • Audit log

    Every change and every access is traceable.

  • Documented APIs

    More systems can be connected later, without a rebuild.

Use cases

  • Customer portal

    Orders, documents, invoices and tickets in one place.

  • Partner portal

    Price lists, marketing materials and orders for dealers and partners.

  • Configurator

    Variants, pricing and quotes in one guided flow.

  • Self-service

    Appointments, contracts and account details can be changed without calling the team.

Customers find what they need on their own. Order status, documents and invoices are available around the clock instead of being requested by phone or email.

Tech specs

Discipline
Customer portals, partner portals and web applications
Sign-in
Two-factor authentication, SSO via SAML 2.0 or OpenID Connect
Permissions
Role-based, auditable
APIs
REST, GraphQL, webhooks, documented to OpenAPI
Data location
EU, encrypted at rest and in transit
Security
Aligned with OWASP ASVS, level 2
Uptime
99.9% annual average

Connected to

What passes between the modules.

Start with Platforms.

Every module works on its own and scales with more modules later.

Get in touch How it works
  • Three steps, ‘Platforms’ preselected
  • Personal reply, usually within one business day
  • No obligation