A.L.E.X.
Area of work · portals and client accounts

A portal where your customer can see what is happening with their order

We build outward-facing portals: for customers, for dealers and for partners. Enquiries and tasks, the status of the work, files and documents, invoices and balance, notifications. "So what is happening with mine?" stops being somebody’s job.

What is in this section
  • →The portalfaces outward, not inward
  • →Status of the workthe customer sees it themselves
  • →The exampleour own, live
The exact scope and timing are fixed after the diagnostic — before that nobody has an honest picture.
Who it fits

When people come to us with this

Four situations where a portal pays off first.

"So what is happening with my order?"

That question arrives every day and through every channel at once. You already have the answer — it just sits somewhere the customer cannot reach.

The status lives in a manager’s head

They go on holiday and nobody can say which step the work is on. The only written record is a chat thread, and different people read it differently.

Dealers and partners order by email

The request arrives as a message, someone copies it into a spreadsheet, and once a month the share calculation becomes a job of its own.

Documents are hunted for in the chat

The invoice, the contract, the act and the latest version of a file live in four different places and get resent every time.

Outcome

What stays with you afterwards

One place where the state of things is visible

Your customer or partner signs in and sees their tasks, the status, the files and the documents. Around the clock, and the same for both sides.

Questions stop being work for people

A person answers where a person is needed, instead of retelling what is already written down. A message that arrives at night gets an answer straight away.

A written history instead of an argument

Who asked for what, when it was agreed, what was accepted — a record, not anybody’s memory. A source tag cannot be added after the fact, so the calculation stops being a matter of faith.

How the work goes

A clear order, no surprises

1 · A conversation

Half an hour about who asks you what, and how often: customers, dealers, partners, staff. No access to your systems is needed at this step.

2 · A map of the questions, and the first screen

We show which questions eat your people’s time and pick what the portal closes first — usually the status of the work and a place to put files. The map stays with you either way.

3 · We take it into service

We build the portal, connect it to your systems, open it to the first users and stay around: we watch what they actually use and tell you what changed and why.

The figure is named in a quote for your task, once it is clear who signs in, what they do there and which of your systems the portal talks to. There is no price list here on purpose: the spread of work is very wide, and an "average price" would mean averaged work.

Evidence

Look at the work, not at the words

The first two figures come from the records of our own platform — the very one this section is about; the third is about the agency as a whole rather than about portals. The caption and the period under each number are set by code at build time, not typed in by the author.

61enquiries the platform took for one partner in its first week
24of them filtered out by the platform as spam and duplicates
—business lines running at the same time

preparing data…

Every figure is exported from the agency logs by code at build time, not typed in by hand. Periods: 61 — 4–9 August 2026; 24 — 4–9 August 2026.

Where the figures come from
  • business lines running at the same time

    How many different businesses the agency runs at once. A line counts if it has at least three tasks in the log; internal test runs do not count.

Straight talk

What we do ourselves and what we do with partners

We do this ourselves

The customer portal and the partner portal are our own product, not somebody else’s system we rent. We run it ourselves: partners sign in every day, and the customer portal lives on this very site. We can show you a working one immediately, not a mock-up.

Outward-facing portals — for customers, dealers, partners — we build end to end ourselves: sign-in, tasks, statuses, files, documents, invoices, notifications and the assistant inside.

We build this out for you

The link to your accounting system depends on what you already run. What connects straight away, what goes through an export and what does not connect at all — we say in the review, before the work starts.

We run this with a partner

An internal portal for staff we look at separately and honestly: there the task is often solved more cheaply by something off the shelf, and we are not going to sell you bespoke work to keep the order round.

Where a partner does part of the work — say, your accounting system is extended by its own contractor — we stay your single point of contact: we set the task, watch the timing and answer to you for the result. The contract names the contractor honestly — no "we do everything in-house".

Questions

What people usually ask

How is a portal different from a CRM?
A CRM looks inward: your own staff work in it. A portal looks outward: your customer or partner works in it. Usually they stand side by side and exchange data — there is a separate page about that.
We already have a CRM — will we have to replace it?
No. The portal stands beside it and takes data from it rather than replacing it. Changing your accounting system for the sake of a portal is extra work, and we will not suggest it.
Can we see a working portal rather than pictures?
Yes. We run our own on this site; access is by invitation, but we walk through how it is built and why during the review.
Enquiry

Let us look at your task

Half an hour about who asks you what and how often — no access to your systems and no commitments.

We call back during working hours. Company details are optional — if you give them, we read the open registries first and come to the conversation prepared.