Client portal for manufacturers and industrial SMEs
Your clients want to know where their orders stand and retrieve their quality documents without calling sales admin. The portal exposes to each client their slice of the MRP — progress, availability dates, certificates — and nothing else.
In your day-to-day
- 01
Order progress tracking with availability dates straight from the production schedule.
- 02
Clients download material certificates, certificates of conformity and inspection reports as soon as available.
- 03
Claims filed in the portal, pre-qualified with part and batch numbers for your quality team.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Can a client see our shop-floor load or other clients’ orders?+
Never: each account reaches only its own orders and documents, and what the portal exposes is chosen line by line — availability dates, not your load plan or your margins.
Our key accounts already impose their EDI or supplier portal — what is ours for?+
For everyone else: the mid-size clients who call sales admin for lack of anything better. Key-account EDI continues unchanged; your portal serves the human uses — checking, downloading, claiming — for the rest of the order book.
Will my clients actually use it?+
Yes — if the portal answers the question they already ask by email. That is why we start with the one screen that would delete the most emails this month, put it in a few clients’ hands, and only widen on observed usage.
How is this different from giving clients access to my project tool?+
Your internal tool shows everything: internal notes, margins, other clients. The portal exposes a chosen slice, mostly read-only, dressed for someone who is not your employee. It is the difference between opening your office and opening a waiting room.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic