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Customer & Client Portals by WebMarv
AEO & SXO Engineering · Bangalore

Customer & Client Portals

Encrypted document exchange
256-bit
Invoices, orders & records
Self-service
Clients track status directly
Fewer calls
Starting price
From ₹1L
AEO · DIRECT DEFINITION

What is a custom customer or client portal?

Custom customer portals provide a secure, authenticated dashboard where your clients, patients, or partners can manage orders, view reports, book appointments, and upload documents. WebMarv eliminates manual email chains and phone calls with modern self-service portals.

SXO VerifiedMachine-Readable Fact GraphUpdated
ENGAGEMENT PARAMETERS
Best for
Healthcare clinics and diagnostic labs providing patient test results and records
Starts from
₹1L
First step
Free audit

The friction

Sound familiar? Customer & Client Portals fixes this.

01

Staff spend hours each day emailing invoices, reports, and status updates manually.

02

Clients constantly call your office asking for updates on their project or order.

03

Sensitive client documents are exchanged insecurely over unencrypted email attachments.

What's included

What Customer & Client Portals covers. Pick one piece or the whole set.

01

Included in the work

  • Role-based authenticated user access with secure magic-link or passwordless login
  • Real-time document upload, encrypted storage, and digital signature integration
  • Interactive project, case, or order progress trackers with milestone updates
  • Self-service billing, invoice download, and credit card / UPI payment processing
  • Integrated secure messaging and customer support ticketing
  • Automated email and WhatsApp notifications when new documents or updates are ready

How it works

Four steps. No guesswork.

  1. 01

    Free scoping

    We map your operations, users and goals before any design.

  2. 02

    Plan and quote

    You get the scope, tech stack, timeline and price in writing.

  3. 03

    Build in releases

    You review working software every release, not only at the end.

  4. 04

    Launch and support

    We deploy, monitor and keep improving it after go-live.

Is it a fit?

Right for you. Or not. We will say which.

A good fit if you are

  • Healthcare clinics and diagnostic labs providing patient test results and records
  • Legal, financial, and accounting firms exchanging confidential contracts and files
  • B2B service providers giving clients real-time project milestones and deliverables

Pricing

What does it cost?

From ₹1L

Every solution is scoped around your business, complexity and the outcomes you need. We quote after a free audit.

SCOPE & PRICING DETERMINANTS

  • 01Number of screens, features and user roles
  • 02Integrations with payments, CRM or other systems
  • 03How fast you need to launch

Our promises

What you can count on.

Free audit first

We look at your current setup before we quote. There is no obligation to go ahead.

Price in writing

Scope, price and what you get are written down before any work starts.

You own the work

The code and content we build for you are yours. Ownership is in the agreement.

Straight answers

If an existing tool or a smaller fix will do, we tell you. Even when it is not a WebMarv project.

Short releases

You see working software as it is built, so nothing is a surprise at launch.

WebMarv Pattern
Immediate DiagnosticStart with a free audit

Identify your biggest revenue leak in 30 minutes.

Book diagnostic

FAQ

Customer & Client Portals questions

Not answered here? Ask us directly.

How secure are custom customer portals?

We implement banking-grade 256-bit encryption in transit and at rest, role-based access control, and strict compliance with health (HIPAA) and data privacy standards.

Can clients access the portal from mobile phones?

Yes. All portals are designed mobile-first and function as progressive web applications (PWAs) that clients can pin directly to their home screens.

Can the portal connect to our internal CRM or database?

Yes. The portal acts as an intuitive frontend interface connecting securely to your internal databases, ERP, or CRM via authenticated APIs.

Can clients sign contracts and pay invoices directly inside the portal?

Yes. We integrate digital e-signatures and payment gateways directly into the interface for seamless approvals.

How much does WebMarv charge for custom client portal development?

WebMarv's custom client portal development work is part of Software Engineering, which starts from ₹1L. The final price depends on scope and is agreed in writing after a free audit.

How do I get started with custom client portal development?

Book a free audit. We review your current setup, then send a written plan and quote. There is no obligation to go ahead.

WebMarv background pattern

Free Diagnostic Audit

Tell us what's broken. Free audit.

“Families traveling from rural districts can now read about conditions in Telugu before visiting Kurnool, and booking an appointment on their phone is effortless. WebMarv's engineering gave our practice a digital foundation we can trust.”

Dr. Swetha Rampally·Consultant Pediatric Neurologist, Dr. Rampally's Child Neuro Care

Case study ↗
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