Let People Self-Serve, Connected to Your Systems
Secure portals where customers, vendors, employees and partners sign in and do for themselves what now goes through your team by phone and email. Live data from your ERP, branded as your business.
50+ ERP and software projects. Zero failed projects since 2021.
The questions that fill your inbox can answer themselves
Most of the calls and emails your team handles are people asking for something they could see for themselves.
Stop answering the same questions by phone and email
Where is my order, what do I owe, when does it ship: these arrive all day and pull your team off real work. A portal answers them with live data, so people check instead of call.
- Order, invoice and delivery status on demand.
- Fewer status calls and chasing emails.
- Your team handles the exceptions, not the routine.
Live data from your systems, not a separate copy
The portal reads and writes straight to your ERP and accounting, so what people see is your real data and what they submit lands in your systems. Nobody re-keys anything, and there is one version of the truth.
- Connected to your ERP, accounting and back office.
- What users submit flows straight in.
- No duplicate spreadsheets or re-typing.
Looks like your business, locked to each user
The portal carries your logo, colours and domain, and every user sees only their own records. Single sign-on, role-based access and an audit trail keep the data safe.
- Your branding and your domain.
- Role-based access, single sign-on.
- An audit trail of who did what.
Four portals, one connected back office
Build the one that takes the most weight off your team first, then add the others.
- Check orders and quotes
- View and pay invoices
- Track delivery status
- See purchase orders
- Submit invoices
- Update delivery dates
- Raise leave and expenses
- View payslips and documents
- Self-serve requests
- Track deals and pipeline
- Check stock and pricing
- Download sales material
From the people who log in to a portal that runs
Every portal we build follows the same five steps.
Self-service that covers the everyday asks
Self-service accounts
Users sign in, manage their own details and see everything tied to their account in one place.
Orders and quotes
Place, view and track orders and quotes, with status pulled live from your ERP.
Invoices and payments
View outstanding invoices, download statements and pay online, with the ledger kept in sync.
Documents and downloads
Contracts, certificates, price lists and sales material, available to the right users on demand.
Support and tickets
Raise and track support requests in one thread, instead of scattered emails and calls.
Notifications
Alerts when an order ships, an invoice is due or a request is answered, by email or in the portal.
The portal runs on the systems you already use
We connect to your back office, not replace it.
What a portal changes in practice
Why teams choose TCB Infotech for portals
Custom portal questions
What is a custom portal?
Does the portal connect to our ERP?
Is the data secure?
Can it be branded to look like our business?
How long does a portal take to build?
Which portal should we build first?
Give Your Customers and Suppliers a Way In
Book a free consultation. We will look at where your inbound calls and emails go, and show you the portal that takes the most off your team.
Book a Free Consultation →No commitment. A working assessment of where a portal fits.
The Features That Make a Portal Worth Logging Into
A portal earns its keep when people can sign in safely, see live data from your systems, and finish real tasks without calling your team. Here are the features that matter.
From sign-in to live data
The right people see the right things
Single sign-on lets users in without another password to forget, and role-based access means each user sees only their own records. Every action is logged.
- Single sign-on and secure logins.
- Role-based access by user type.
- An audit trail of who did what.
It shows your real systems, not a copy
The portal reads and writes straight to your ERP and accounting, so order, invoice and delivery status is live, and anything a user submits flows back into your systems.
- Connected to your ERP and back office.
- Live status, not a nightly export.
- Submissions land without re-keying.
People finish tasks without your team
Users place orders, pay invoices, submit documents and raise tickets on their own, branded as your business, with notifications that keep them updated.
- Orders, payments, documents and tickets.
- Your branding and your domain.
- Notifications by email and in the portal.
Everything a portal needs to run unattended
Integrations
Connect ERP, accounting, payments, CRM and your own APIs behind one login.
Online payments
Let customers pay invoices in the portal, with the ledger kept in sync.
Mobile ready
The portal works on phones and tablets, so people can use it anywhere.
Permissions
Control what each role can see, submit and download, down to the field.
Notifications
Alerts when an order ships, an invoice is due or a request is answered.
Your branding
Your logo, colours and domain, so the portal looks like part of your business.