Zero upfront investment
No Hidden Fees, Payment on a monthly basis after deployment
- Risk-free
- No upfront investment
- Ongoing support and maintenance included
Build a Custom Client Portal for Your Business
Create a secure, custom client portal that lets your customers to self-serve and makes it easy for your team to manage client data. Dive into our streamlined process that promises minimal investment for maximum impact in 2025.
Trusted by organizations of all sizes
Tailored For Your Data and Workflow
We build custom client portals that streamline your workflow and make it easy for clients to interact with your business. Here are some of the workflows we can help you create:
Client onboarding
Make onboarding easy with ready-made signup/login pages and custom forms to personalize the portal experience.
Account management
Allow your clients to easily update their profile and manage account settings directly in the portal.
Client communication
Replace long email chains with in-portal messaging, comments, or live chats through Intercom or Drift integrations.
Document management
Build a secure space for clients to upload, access, share important documents, and sign contracts with eSignature requests.
Project management
See projects together with timelines and tasks. Let employees and clients create or update tasks instantly.
Billing & payments
Make billing easy by creating invoices and accepting payments. Use platforms like Stripe and PayPal for a smoother process.
Reporting
Share dashboards and add data visualizations and reports from other platforms to your portal. This helps give clients clear insights.
Support & resources
Create a resource hub with articles, how-to videos, and FAQs. This lets clients find the help they need whenever they need it.
Unlock the Full Suite of Features and Automatons to Elevate Your Business
Show clients only what they need to see
Advanced permissions let you securely customize access for different user groups. Control what information users can see and what actions they can perform.
Customize a client portal to your needs
Using modern blocks and templates, Our Team will help you to create a user-friendly client portal that clients will love. It gives clients more control and frees up your team to focus on providing great service.
Combine all your data and tools into a single portal.
Connect to multiple data sources and tools—all within the same portal. Create a central hub for your clients and team to maintain visibility, or embed reports and dashboards from other tools into your hub.
$
0
Get Started with zero upfront cost and only pay after deployment
Why Businesses Trust EWS Automation for Custom Client Portals
Stay On Brand
Make your portal match your brand's look by customizing its design.
Secure Client Data
Keep your client data safe with advanced security features.
Tailored Features
Get the features you need with custom development.
Integrate Your Existing Tools
Connect your portal to your existing tools and systems.
Business Challenges Transformed into Opportunities
Now that we identified why self service portals are essential for your business, let’s dive into the common challenges businesses face when considering digital transformation. We’ll show you how we turn these challenges into opportunities for growth and innovation.
- The ProblemThe High Cost of EntryThe steep initial costs associated with developing custom software can intimidate businesses, making the step towards digital innovation seem like a financial leap too vast to take.
Our SolutionEliminating High Upfront CostsWe've reimagined the financial approach to custom software by removing prohibitive upfront costs, making digital evolution achievable for businesses of all sizes. Our model is designed to make innovation an accessible journey, not a financial obstacle
- The ProblemOngoing Maintenance ConcernsThe anticipated need for ongoing technical support and the unforeseen costs tied to it often deter businesses from implementing self-service portals, viewing them as more of a liability than an asset.
Our SolutionSimplifying Ongoing MaintenanceWe revolutionize maintenance by incorporating it into a manageable monthly fee, eliminating the stress and unpredictability of continuous technical upkeep. Our strategy guarantees that your digital solutions remain forefront with effortless upkeep.
- The ProblemIntegration ComplexitiesThe perceived complexity of weaving new digital solutions into existing frameworks can dim the allure of advancement, with concerns over compatibility and operational interruptions causing second thoughts.
Our SolutionOur Seamless ApproachWith our deep integration expertise, we ensure a frictionless melding of your new digital portal with existing infrastructures. We navigate the intricacies so that your transition to digital excellence bolsters your operations seamlessly.
$
0
Get Started with zero upfront cost and only pay after deployment
Zero upfront investment
No Hidden Fees, Payment on a monthly basis after deployment
- Risk-free
- No upfront investment
- Ongoing support and maintenance included
Why Your Business Needs a Client Portal in 2025?
In an era where 78% of customers show a clear preference for online self-service options, distinguishing your brand is more crucial than ever. Dive into a brief, insightful 2-minute read that unpacks the undeniable benefits, navigates through potential challenges, and unveils our strategic approach to ensuring your business not only stands out but thrives with a minimal risk investment.
Elevated Customer Experience
In our swift-moving digital age, a staggering 78% of consumers gravitate towards businesses that offer the autonomy of online self-service. This tool transcends being merely advantageous—it's become indispensable. By granting immediate access to information and resources, you're not just satisfying customer needs; you're surpassing their expectations.
Significant Reduction in Support Costs
Adopting a self-service portal transcends mere operational convenience—it's a strategic financial move. Organizations deploying these digital gateways experience a remarkable reduction in customer support inquiries by up to 50%, optimizing workflows and reallocating budget and manpower more effectively.
Competitive Advantage and Market Differentiation
In a landscape where consumer preferences rapidly evolve, the deployment of a comprehensive online self-service facility can significantly distinguish your enterprise in a crowded marketplace. This differentiation is not just about innovation—it's about setting a new standard in customer service.
Scalability
The meteoric rise of Netflix over Blockbuster underscores the power of digital transformation. By pivoting from tangible DVD rentals to a streamlined online streaming service, Netflix demonstrated the limitless potential of a self-service model, achieving global expansion and offering an extensive library directly to consumers—unconstrained by the physical limitations that hampered Blockbuster.
Client Success Stories
Examples of Businesses Benefiting from Our Solution
Estate Management Pro
Dashboards
Rental property management is an age-old business. What’s new is how y...
- Angular
- Node
- MongoDB
Yachad Tours
Web
How could automation elevate your efficiency and enhance customer expe...
- React
- Node
- CardKnox
Empire Expediting
Dashboards
How can you ensure customer satisfaction when substantial investments ...
- Angular
- Nest-JS
- MongoDB
Yetzi Hermen
Founder & CEO at Shmooz AI
EWS stands out for its provision of top-notch engineers & designers spanning web UI, mobile, backend APIs, system designs, data integrations, and other crucial aspects.
Alon Kalka
Founder & CEO at DYS
Our company had been struggling to find the right software development partner, but we hit the jackpot when we found EWS Automation.
Idan Harari
ICTBIT Solutions
I've worked with EWS Automation on multiple projects, and they consistently exceed expectations. Their experienced team goes above and beyond to deliver outstanding results. Excited to collaborate with them again.
$
0
Get Started with zero upfront cost and only pay after deployment
Zero upfront investment
No Hidden Fees, Payment on a monthly basis after deployment
- Risk-free
- No upfront investment
- Ongoing support and maintenance included
Trusted by organizations of all sizes
Frequently asked questions
From design to deployment to post-launch support, we're with you every step of the way to ensure a triumphant entrance into the market.
A client portal is a secure, cloud-based web app accessed through a single login page. Organizations use client portals to deliver professional services, ensure secure communication, and collaborate effectively with customers, teams, partners, or community members. These portals allow users to view, edit, share, and collaborate only on documents and tasks relevant to them, ensuring controlled access and enhanced security. In essence, a client portal offers a more secure alternative to giving all users access to your entire database, protecting sensitive information while facilitating efficient collaboration and communication.
A custom client portal can do a lot for your business. Here are some of the features and benefits you can expect from a custom client portal software solution
:
- Secure cloud-based file storage, access, and management.
- Flexible, granular permissions for individual users or groups.
- 24/7 access.
- Real-time communication and collaboration tools, like Dropbox, Google Docs, group chat, instant messaging, discussion boards, and notifications.
- a customizable user interface and back-end that are interactive, intuitive, and easy to navigate.
- Real-time, dynamic search and listings.
- Embedding capabilities.
- Payment applications.
- User-controlled password management.
- Analytics tools and reports.
Ews’s Custom Client Portal software puts you in control of your data. With this software, users can easily log in through a web app, ensuring no one has direct access to your entire database. User permissions are in place to share information securely with only the relevant audiences. This setup provides a tailored experience, offering a more personalized and engaging user interface, which can enhance your professional image. Both clients and team members will appreciate having self-service online access to their information.
Custom client portals are safe when they utilize server-side security and encryption. Users log in with unique usernames and passwords, ensuring individual access. Owners and admins can set user access permissions, allowing each user to view only the content and sections assigned to them. This approach enhances protection against data leaks and prevents unauthorized data manipulation.
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