Customer Portal Login (2024)

FAQs

What is customer portal login? ›

A customer portal is a website designed to give current customers access to services and information they need. It's usually private and secure, requiring log-on.

Simply put, a client portal (aka “customer portal”) is a web app that can be accessed via a secure entry point (a login page, typically). The purpose of the web app is to have a secure portal for clients and users to access gated documentation, education, or communications.

A customer portal is a home behind a login where customers can view, open, and reply to their support tickets. Typically, customers can access the customer portal via the knowledge base, but you can also share a link to the portal directly with your customers.

Portal Login Page. Actually, the only difference between the main login and the portal login is that one is customizable. With your portal login page, you can customize colors and add a logo for branding purposes. Any user (whether Admin, Agent or User) can log in either of the two ways.

A customer portal is a software interface that gives customers complete visibility into their interactions with your company. They can track key metrics, support requests, or other information such as reference documents that can be easily shared.

Activate a customer portal link On the customer portal configuration page, click Activate link in the Ways to get started section. Configure the portal Go to the customer portal configuration page and select your configuration options. Learn more about configuration options.

A customer portal is a secure website or mobile application that companies use to deliver self-service capabilities to their customers — many of whom would rather resolve their own queries than have to reach out to a call center.

Portals typically offer such services as Web searching, news, reference tools, access to online shopping venues, and communications capabilities including e-mail and chat rooms.

Portals bring large ecosystems together

The most important feature of a portal is not showing information but integrating data. Portals can bring applications, mobile apps, ERPs, CRMs, legacy systems, dashboards, and content together in a single experience.

How much does a customer portal cost? ›

A customer portal app usually costs about $37,500 to build. However, the total cost can be as low as $25,000 or as high as $50,000. A customer portal app with a low number of features (also known as a minimum viable product, or MVP) will be more affordable than an app that includes all intended functionality.

An online portal can feature a ton of function. Once logged in to an online portal, users have access to all settings, features, tools, and so forth. In having this access, users are able to individualize their portal by adjusting settings and preferences.

Some major general portals include Yahoo, Excite, Netscape, Lycos, CNET, Microsoft Network, and America Online's AOL.com. Examples of niche portals include Garden.com (for gardeners), Fool.com (for investors), and SearchNetworking.com (for network administrators).

Portal access provides clients with secure access to internal web servers, such as Microsoft OutlookWeb Access (OWA), Microsoft SharePoint, and IBM Domino Web Access. Using portal access functionality, you can also provide access to most web-based applications and internal web servers.

It's a space where they can access their account information, purchase products or services, track orders, and use customer service portals to access a help desk, make support requests and submit support tickets, and even find self-help resources and company information.

A customer payment portal is a secure online self-service platform where you can go to make payments for goods and services. It provides customers with a convenient and safe way to pay their bills and manage their debt from an Internet-enabled device like a mobile phone or laptop.

A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and notes present in CRM. They can also view, edit records, create records, and add notes.