View documents
Share relevant records, files or invoices with the right contacts.
A customer portal that works with your business.
Give customers or partners one place to view information and take action. The portal follows your process and can complement existing systems when integration is possible.
Built around your work
Information and action in one place
A portal can make documents, requests and progress visible without duplicating work for your team.
What customers can do
Content follows the process. A portal can start simply and grow once the need is clear.
Submit requests
Collect the right information immediately in a clear form.
Track status
Show customers what has been received, is in progress or is complete.
Role-based access
Decide who can see which information and perform which actions.
A request without duplicate entry
A customer submits a question. The right staff member sees it, processes it within the existing workflow and can return a relevant status to the portal.
Customer sends a request
The team receives the right information
Processing follows internal steps
A status or answer becomes visible to the customer
Connecting existing systems
CRM, ERP or accounting software can remain part of the process. We first assess which data is needed and what technical exchange is available.
System integrations
See how Tixer designs controlled and reliable data flows.
Explore: System integrationsFrequently asked questions
Clear answers to common questions.
What can a customer portal include?
Documents, requests, orders, invoices, messages and status information are all possible. The content follows your process.
Can the portal connect to CRM or ERP?
Yes, when these systems offer a suitable API or other reliable integration method.
Can customers have different permissions?
Yes. Roles and access rights can determine which people see data or perform actions.
Can customers upload files?
Yes, if document exchange is part of the agreed workflow.
Can the portal be expanded later?
Yes. New functions can be added after defining their additional scope and technical implications.
What should your customers handle themselves?
Describe their questions and your team's work, and we'll turn that into a suitable first release.