Customer & partner portals

Custom Customer & Partner Portal Development

Salt builds custom customer and partner portals that connect account access, requests, documents, and business systems. Start with order visibility, partner onboarding, service requests, or vendor document collection.

Example use cases

What can we build with customer & partner portals?

These are examples, not a complete list of what we can build. We develop custom solutions around your business process, including use cases not listed here. Delivered client work is identified separately below.

01Distribution customer service

B2B order & account portal

Customers email your team for order status and account documents.

Start with
Account-linked orders, shipment updates, and approved documents.
What we can build
Show each customer their own records and route order questions to the assigned representative.
Your team gets
A customer workspace with order history, status, and a traceable enquiry.

Plan for: Confirm which ERP records are safe to expose and how frequently they refresh.

Discuss this use case
02Channel and partner operations

Partner onboarding portal

Partner setup stalls because information and approvals live in different inboxes.

Start with
Partner details, required documents, and onboarding checklists.
What we can build
Collect submissions, identify missing items, and route each approval to its owner.
Your team gets
A shared onboarding status with an explicit next action.

Plan for: Agree which steps need internal approval before a partner can become active.

Discuss this use case
03Support and service operations

Customer service request portal

Your team repeatedly answers questions about open requests.

Start with
Request forms, attachments, account details, and service categories.
What we can build
Assign a ticket, exchange updates, and notify the customer when action is needed.
Your team gets
An account-specific request history with ownership and resolution status.

Plan for: Define escalation rules and what customers should see in internal updates.

Discuss this use case
04Procurement operations

Vendor document portal

Supplier documents arrive by email and are difficult to keep current.

Start with
Vendor profiles, required document lists, uploads, and expiry dates.
What we can build
Request missing documents, route reviews, and remind vendors about renewals.
Your team gets
A reviewed vendor document record with outstanding actions.

Plan for: Collect only the information needed and restrict sensitive files to authorized reviewers.

Discuss this use case

Don’t see your use case? We can build around it.

Your project can adapt these examples, combine several workflows, or solve a different problem. Tell us what you need to achieve and which systems you use. We’ll define the scope, integrations, and a practical first release with you.

Discuss your workflow

The solution in action

From a daily task
to a connected workflow.

An illustrative flow to make the scope tangible. We adapt the steps, roles, and controls to your business.

  1. 01

    A customer signs in

    Show only the accounts and records their role allows.

  2. 02

    They submit a request

    Collect required details and route it to the right owner.

  3. 03

    Your team responds

    Share status, documents, and the next action in one place.

What we can build

The capabilities behind the workflow.

Account workspaces

Separate customer, partner, and internal access.

Request tracking

Make owners, status, and missing information visible.

Connected records

Read or update approved data through existing system APIs.

Related portal experience

MyPowerStock inventory portal

Salt developed MyPowerStock for Power Promotions: a custom inventory portal and sales enablement platform, with product engineering and CI/CD work included in the engagement.

Explore what Salt delivered
Inside the project
  • Custom inventory portal
  • Sales enablement platform
  • Product engineering

Read the project scope and implementation details to assess the fit for your business.

Plan before you build

Agree on the inputs.
Know what success means.

Systems, data & access

CRM or ERP access, identity provider, customer account mapping, and a clear source of truth for each record.

What to measure

Request completion rate, repeated status enquiries, and time from submission to resolution.

A focused first release

One customer group, one request type, and one system integration.

Delivery with SPARK

Make the next decision with evidence.

Explore the SPARK framework

Define the workflow, test the uncertain parts, and release an agreed scope. Use the pilot to decide what belongs in the next stage.

  1. Agree on the scope. Map users, exceptions, systems, and acceptance criteria.
  2. Test the first workflow. One customer group, one request type, and one system integration.
  3. Build and validate. Review working software, access boundaries, and integration failures.
  4. Release and improve. Establish a baseline using the agreed measures and review what users need next.

Before you decide

Questions buyers ask.

Connected expertise

Explore your next step.

Software Development

More relevant work

Related project experience.

Let’s define a useful first release

Tell us where the work gets stuck.

Bring your current workflow, the systems involved, and the outcome your team needs. We’ll help identify a practical starting scope.

Discuss your workflow