Last Updated on July 23, 2023 by Ossian Muscad
In today’s digital age, customers expect simpler communication methods with businesses and gaining access to their accounts. And the best way of providing this link is through a customer portal app development.- a self-service option that they can conveniently access anytime or anywhere with their mobile and web devices.
In this article, we’ll discuss what a customer portal app is, outline the essential features you should include to make your app useful for your customers, and how to build one.
What is A Customer Portal App?
A customer portal app is a software application that gives consumers quick access to the services and information they need. It is your business’s response to clients looking for account details, payment data, and account history.
In contrast to waiting for an email without a clear timeframe, the uncertainty of where the purchased product is at the moment, and no practical means to contact proper support if something goes wrong, customer portal app development build your relationship with clients by making it simple for them to see the results of working with you.
Who Uses A Customer Portal App?
Customer portal apps and other self-service options have become essential for all businesses. Let’s look at several important sectors and see how a customer portal benefits them.
- Real Estate: A customer portal app can help real estate businesses make better property options, arrange home viewings, inquire about rent terms, acquire and manage service requests, and even process digital payments.
- Tourism: Customer portal apps can make it simpler to handle bookings, conduct reservations and check-ins, set up customer assistance, and offer your potential consumers more specialized travel alternatives.
- Education: In the current age of e-learning, it is critical to give learners and educators convenient digital tools for information exchange, course sharing, and real-time communication. You can handle student membership accounts, accessibility to courses and data, and independent learning choices using an online customer portal app.
- Banking and Finance: Banking organizations can give their clients greater alternatives for self-service and immediate assistance through an interactive customer portal app. This enables clients to monitor and handle transactions, payment records, and financial arrangements while gaining access to frequent reports and round-the-clock customer service.
- Healthcare: Implementing a customer portal app is essential for the healthcare sector. It allows for scheduling appointments, better access to patients’ test results and medical information, online prescriptions, and a healthcare knowledge base, among others.
Essential Components In A Customer Portal App
Make your personalized customer portal app with the newest and most practical features. The convenience of having everything close at hand will make your customers happy. Here is a quick list of customer portal development functions you might want to consider:
Knowledge Base
Create and add several articles on your business, your goods, how to properly use them, what should be done if something fails to work, etc. To save time that would otherwise be used to provide support and address the same issues repeatedly.
Online Payment
A safe online payment system is a default choice for any business; regardless of the products or services they provide, clients would likely choose a payment method that is quick and convenient.
Order Management
With this ideal self-service selection, your clients can quickly place purchases, make payments, track, or cancel via the customer portal.
Support Requests
Allow consumers to submit service inquiries, and let staff members handle support problems more effectively. A ticketing system in your customer service portal might shorten the time it takes to handle and process inquiries.
Security
Controlling the information and functionality accessed by different people and devices is essential. Make sure that only individuals with permission have access to particular information.
Feedback
Your online site visitors can leave their concerns and thoughts through a built-in feedback generator. In this manner, you can collect and analyze info better, use it to innovate your company’s operations, and modify future marketing plans.
How To Build A Customer Portal App with Low Code?
Setting up customer portal apps would have been difficult in the past without heavily investing time and resources in traditional coding. But times have changed; digital solutions like low-code platforms offer ingenuities allowing organizations and businesses to launch customer portal apps with efficient capabilities-maintaining, their branding, and a satisfied consumer base. Follow these steps:
Identify the Requirements
Prepare a requirement plan before you start creating your particular client portal. This could involve certain functions, internal operations, challenging processes, access, client information, integrations, etc.
Choose a Low-code Development Platform
Advanced low-code platforms like DATAMYTE provides prebuilt templates, themes, and reusable elements that companies can use to personalize and create customer portal apps with comprehensive functionalities and a responsive interface. You can always start with a ready-made template depending on your branding and client needs.
Integrate Data Sources
Set up multiple API and database interactions to link your data sources and transport data easily throughout the custom client site.
Establish User Access
Depending on your low-code platform, organize and allocate role-based authority and duties to prevent data security breaches.
Test the App
It takes time to develop and launch an app. To ensure that the final version satisfies the users’ expectations and is completely functional, regularly test and iterate modifications.
Deploy the Customer Portal App
You may now deploy your customer portal app on your server in the required setting and keep track of its functionality.
Create A Customer Portal App with DATAMYTE
DATAMYTE’s powerful low-code platform enables organizations and businesses to create particular customer portal apps quickly. Using model-based development, prebuilt and adaptive user interface templates, simple integrations, and reusable components across various interactions.
The DataMyte Digital Clipboard is a low-code automation software with the following capabilities to help you create your customer portal app:
Quick Customization
DATAMYTE features hundreds of prebuilt templates, actionable workflows, and checklists. Our drag-and-drop capability lets you create a customer portal app with the required controls and functionalities.
Ease of Integration
As the need presents itself, DATAMYTE enables you to link to various data sources, third-party applications, and unique APIs. The platform integrates your data sources easily and can combine your customer portal with a wide range of native integrations.
Cloud-Native
DATAMYTE offers cloud computing choices beyond development, allowing you to host your newly developed portal with the most basic specifications. You can also self-host or use on-premises alternatives and use your server.
Scalable
With customer portals, anything from information system logic, procedures, and function are subject to change. DATAMYTE makes extending initiatives to a rising consumer base simple and enables developers to quickly add new features to the portal.
Consolidated App for Web and Mobile
With DATAMYTE, you can create a single customer portal that is immediately accessible for mobile devices and online channels. Unlike traditional development, when developers must create a different app for each platform.
Security Compliance
Our platform has ISO 27001 and SOC-II certifications. Additionally, only authorized staff are granted access using extra safety precautions like SSO settings and specific permissions.
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Conclusion
The advantages of customer portal app development for businesses are difficult to undervalue. After all, we live in a time where self-service is preferred whenever possible since customers always value their time and dislike waiting.
