Customer information
Bring key documents, guidance, and account resources into a customer-specific destination.
Customer portal software
Build a portal for your customers.
Give customers one place to find documents, request help and check progress. Use Fliplet AI to build a branded portal around your service.
Start with an introductory call. If Fliplet is a fit, we will arrange a tailored demo around your customers, systems, and delivery needs.
Trusted by organizations around the world.
How it works
Describe it. Shape it.
Start with a plain-language description. Fliplet AI creates a first version you can review and refine.
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Describe the journey
Describe who will use it, what they need, and how the process should work.
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Review your first version
Check the screens, content, and workflows with your team. Note what needs to change.
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Refine and launch
Adjust access, data, and notifications. Test with your team before launch.
Portal capabilities
Choose your starting point
Give customers one place to find answers, request help, and track progress.
Service requests
Collect structured requests, route them for review, and provide visible progress updates.
Progress and reporting
Bring status, priorities, and business information into views that support each audience.
Evaluation
Plan for rollout
Define customers, content, systems and rollout before you build.
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Access and ownership
Clarify which customer groups need different content, permissions, and portal responsibilities.
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Data and integrations
Discuss authentication, customer data, existing service tools, APIs, and integrations. Availability depends on the systems and plan involved.
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Rollout
Choose a focused customer group or journey to test before expanding the portal.
Review security and access controls, integration options and plans and pricing with your team.
Customer proof
Built for practical delivery
Teams use Fliplet to create tailored digital experiences with a platform designed for controlled delivery.
“Fliplet enabled us to deliver impactful solutions in days”
Frequently Asked Questions
What is customer portal software?
Customer portal software gives customers a shared place to find resources, access account information, and submit service requests. A portal brings those activities together around your customer journey, with permissions that determine what each customer can see and do.
What should I include in an AI prompt for a customer portal?
Describe your customers, the resources they need, and the requests they should submit. Include what they should see after signing in, how your team handles requests, and which systems hold customer records. Explain how access should differ between customer accounts and internal teams.
How is a customer portal different from a CRM?
A customer portal is the experience customers use to access information and services. A CRM helps your internal team manage customer relationships and records. A portal can provide customer-facing access to selected information while your CRM remains the system your team works in.
What can customers do through a self-service portal?
A self-service portal can give customers access to guides, documents, account resources, and service request forms. Choose the tasks that matter most to your customers, such as finding an answer or checking a request, then build the portal around those journeys.
How do we keep customer accounts separate in a portal?
Define which users belong to each customer account and which records, documents, and requests they may access. Configure permissions for those relationships and test with users from different accounts. Include direct links and data requests in your checks, as well as the visible screens.
Is this a ready-made customer support desk?
Fliplet is a platform for creating a portal around your service. Your team defines the content, request process, access rules and connections; it is not a preconfigured help desk.
Is the first version ready for customers?
Treat it as a starting point. Test each customer role, document permissions and request journey before publishing, including checks that customers cannot access another account’s information.
Can we keep using SharePoint?
Who keeps the portal up to date?
Assign owners for documents, service requests and account information. Teams can update portal content and refine the experience as the service changes.
Can it connect to our systems?
Fliplet can work with authentication, APIs, data sources, and other business tools. Integration setup and availability depend on the systems and plan involved.