The right information
Organize the documents, status and history customers need to see.
CUSTOMER PORTALSA clearer connection.
A clearer connection.
For every customer.
Give customers a focused place to find information, follow progress and take the next step.
Let’s talk about your project
AETERNITAS / SOLUTIONCONNECTED BY DESIGNFOREVER FORWARD.
DESIGNED AROUND THE WORK
The next step, clearly within reach.
For organizations sharing documents, status updates and repeat requests with customers or members.
Useful self-service
Make common requests and account actions easy to complete.
Connected to your team
Keep portal activity connected to the records and workflows behind it.
A FOUNDATION THAT FITSDefine the work.
Define the work.
Build it with purpose.
The exact scope follows your business. These are the building blocks we consider together.
A focused account experience
Give customers a clear view of the information and actions relevant to their relationship with you.
Appropriate access
Define who can see each record or document and how access is granted or removed.
Useful customer actions
Scope the requests, updates, bookings or payments people should be able to complete themselves.
A connected team handoff
Keep customer activity linked to the systems and people responsible for the next step.
EXPLORE AN EXAMPLESee the connection.
See the connection.
Try the experience.
An interactive illustration with sample data.
AN INTERACTIVE EXAMPLE
Customer Portals
A request with all its context.
Sample data. A focused view for your screen.AETERNITAS / CUSTOMER PORTALSA request with all its context.
Example customer request · Fictional account
- 01 / CUSTOMER
A customer opens their workspace.
Only the agreed account context is shown.
Ready - 02 / REQUEST
They submit a service request.
The form captures the useful details.
Ready - 03 / TEAM WORKSPACE
The request joins the account history.
The team receives the right context.
Ready - 04 / NEXT STEP
The work receives an owner.
The customer can follow its status.
Ready
Sample data. Explore how the steps connect.
- 01
A customer signs in
- 02
They see their context
- 03
The next action reaches your team
A CLEARER STARTING POINT
A few useful answers.
Can different customers see different information?
Yes. Record ownership, roles and permissions are part of the design. They are tested against the actual account model and the information being shared.
Can a portal connect to our existing CRM?
We review the records, permitted actions and integration capabilities. The aim is to give customers a useful experience while keeping the operational context aligned.