Give customers, vendors and agents self-service — and give your team their inbox back.
Core capabilities
Account self-service Document upload Payments Status tracking Role-based access ERP / CRM integration
Your team is the API between customers and your systems
Status questions, document exchanges and payment chasing all flow through email and phone — repetitive work that grows with every new customer.
Proof
ProDev builds portal experiences as part of its platforms — TravelorHub’s travel-agent portals run in production with per-agent accounts, rates and balances.
Self-service wired to your source systems
Secure portals where customers see their own data — orders, documents, invoices, statuses — pulled live from your ERP, CRM or accounting system, with modern managed authentication and role-based access.
What a portal changes for your team
TravelorHub’s travel-agent portals — own accounts, own rates, running balances — run in production at HQT Punta Cana. The same pattern applies to customers and vendors.
Status without the status call
Orders, reservations, invoices and documents visible to the right account, pulled live from your source systems instead of relayed by your team.
Payments and documents in one place
Customers pay invoices and exchange documents inside the portal, with the records landing in your systems — not in an inbox.
Role-based access, managed auth
Auth0, Clerk or your identity provider, with roles so vendors see vendor data, agents see their own balances, and nothing leaks across accounts.
Wired to the systems you already run
Epicor, QuickBooks, HubSpot and payment processors via API — a portal earns its keep when it reads and writes the real data.
Frequently asked questions
What is a customer portal?
A secure self-service web app where your customers, vendors or agents see their own data — orders, documents, invoices, statuses — pulled live from your internal systems.
Can it connect to our ERP or accounting system?
Yes — portals earn their keep when wired to source systems: Epicor, QuickBooks, CRMs and payment processors via API.
How do users log in securely?
Modern managed authentication — Auth0, Clerk or your identity provider — with role-based access: vendors see vendor data, nothing else.
Does it replace our customer success team?
No; it removes the repetitive requests — status, documents, invoices — so your team handles the conversations that need judgment.
Can the same approach serve vendors and agents, not just customers?
Yes — the production example behind this service is exactly that: TravelorHub’s travel-agent portals. Customer, vendor and agent portals share the same architecture with different roles and data scopes.