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Customer & partner portals · Swiss SMEs

Your customer portal.Connected to your ERP.

Orders, documents, status and approvals in one place. We build customer and partner portals with the right roles and data from your existing systems.

Discuss the projectView scope

30 minutes · free initial call

Delivered client project · Ateliermaxx

Ateliermaxx website with made-to-measure curtain configurator
Configurator → B2B portal → production

The service

What you receive

A portal with tested access boundaries and connected order or document workflows.

  • Customer and partner access with roles and organisation boundaries
  • Orders, repeat purchases and customer-specific terms
  • Documents, order status and approvals through self-service
  • ERP and CRM integration with defined data ownership
  • Configurators connected to internal workflows or production
  • Usable interfaces on desktop and mobile devices
Tools and platforms
Next.jsReactPostgreSQLRESTOAuthBexioAbacusShopwareWooCommerce
A fit when
Customers and partners need to complete recurring tasks themselves.
Result
A portal with tested access boundaries and connected order or document workflows.
Starting point
Fixofferte nach Scoping

Portal workflow we built · Ateliermaxx

From configurator through partner portal to production

Ateliermaxx connects a live configurator to a B2B ordering portal for partners. Configuration data goes directly into the production order without manual transfers.

View portal references

Customer evidence · Live project and approved reference data · Ateliermaxx

Ateliermaxx

Configurator → B2B portal → production

  • Live configurator with real-time price
  • B2B partner order portal
  • Configuration into production orders
What this evidence demonstrates

Internal portal access, terms and production data remain protected.

Working together

How the project works

From a clear goal to a result you can verify.

  1. 01

    Define tasks & roles

    We define what customers, partners and internal staff can do in the portal and which systems supply the data.

  2. 02

    Build the portal workflow

    We build a complete first flow, such as ordering, document access or approval, and review it with the intended users.

  3. 03

    Connect systems securely

    Data mapping, organisation boundaries, permissions and feedback are tested together with the integrations.

  4. 04

    Launch & hand over

    Your team receives administration tools, documentation and an introduction. Monitoring and technical support are agreed before launch.

Good to know

Frequently asked questions

How does a portal differ from an online shop?
An online shop primarily leads from product to purchase. A portal brings together tasks for known customers or partners: individual terms, documents, status, approvals and repeat orders. When both are needed, we connect commerce and self-service in one solution.
Can different companies use the same platform?
Yes. We explicitly plan organisations, user roles and data access. Separation is checked on the server so users can only access the data authorised for their organisation.
Can you connect our existing ERP?
We review the API, data model, permissions and update requirements first. This defines which data is read or written and how errors, retries and approvals are handled.

Explore further

B2B ecommerce with ERP integrationERP & API integrationCustom softwarePortals & platforms we have built

Let’s discuss your process

A clear next step.

Direct contact with the senior team · no obligation

Discuss the projectinfo@everdigital.ch