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Customer portal software

One place for everything your customers need

Build customer portal software for guides, documents, requests and updates, with access your team controls.

Trusted by organizations around the world.

EY
Clifford Chance
Eversheds Sutherland
JTC Group
BCLP
Socotec
Mills & Reeve
Dykema

Why Fliplet

Built for your customers

Help customers find answers and complete everyday tasks. Keep your team in control of content, access and updates.

Centralize resources

Bring guides, documents, training materials and contacts into one place customers can find and use.

Support requests

Collect the details your team needs, share responses and show customers what happens next.

Personalize access

Configure content and permissions for each customer group, with access rules tested before launch.

Keep improving

Update content, collect feedback and review usage to keep the portal useful as your service changes.

Customer journeys

When customers use it

Start with the service your customers need most, then expand as you learn what works.

Customer onboarding

Bring setup guides, training, forms and named contacts together so new customers know where to start.

Product support

Connect product guidance with a request form, giving customers a route to help when they need it.

B2B account service

Give customer organizations access to their service documents, updates and contacts, with clear rules for adding colleagues.

Portal examples

What to include

Give customers one place to find answers, request help and track progress.

Illustrative customer resource library with searchable guides on desktop and mobile

Documents and guides

Organize guides and documents in a searchable library with categories and account-specific access.

Illustrative customer service request form and status list on desktop and mobile

Service requests

Collect the issue, account details and supporting files in one form.

Illustrative customer enquiry form with product support questions on desktop and mobile

Relevant questions

Use conditional forms to ask only the questions relevant to each request.

Illustrative customer onboarding checklist and latest updates on desktop and mobile

Tasks and updates

Share the next action, status and notifications while keeping staff notes private.

Illustrative portal design editor with brand settings and a customer home page preview

Your portal design

Build and refine the screens, navigation and branding in Fliplet.

Illustrative customer account permissions on desktop and a mobile sign-in screen

Access controls

Configure sign-in and access for your customer audience. Review requirements with IT.

Evaluation

Check the fit

Define customers, content, systems and rollout before you build.

  • Customer groups

    Agree which accounts and users need different content, permissions and services. Test access across separate accounts.

  • Content ownership

    Decide who updates resources, responds to requests and approves changes to the portal.

  • Connected systems

    Scope authentication, CRM and help-desk connections, including which data moves and who maintains it.

  • Rollout

    Start with one customer task. Build with AI, review the screens and access, then test before inviting customers.

Customer proof

Built with Fliplet

Hear how teams use Fliplet to bring information together, simplify everyday tasks and build software around the way they work.

“It was a really easy way to come up with specific-use solutions without a large infrastructure investment or a lot of IT time.”

Linda Moss
Linda Moss Chief Business Development and Marketing Officer, Dykema

“The big benefit is being able to have someone come to you with an idea or a problem, and quickly spin up a prototype for them.”

Ginevra Saylor
Ginevra Saylor Director of Innovation and Knowledge Programs, Gowling WLG

“We can set up pages and software, which you can deploy anywhere within minutes and hours.”

Joe Edwards
Joe Edwards Senior Digital Manager, Gateley

“There are so many use cases for a product like this that it makes it very appealing to any company that needs web or mobile software.”

Charles Collins
Charles Collins Director of IT, Ward & Smith

Frequently Asked Questions

What can a customer portal include?

A customer portal can include guides, documents, onboarding, contacts, request forms and updates. Choose the features around the tasks your customers need to complete.

Can customers access it on web and mobile?

Yes. Fliplet supports web and mobile publishing, so you can choose the access model that fits your customers.

Can customers see different content?

Yes. Configure access for customer groups and accounts. Test permissions with separate accounts before sharing private documents or records.

Can it connect to our help desk or CRM?

Connections can be configured using APIs and data sources. Agree authentication, field mapping and updates for your systems; a working connector is not automatically included.

How is this different from SharePoint?

SharePoint supports external document sharing. Fliplet lets you build a customer experience around resources, forms and connected information. Compare access, administration and integration needs before choosing.

Can we start with one use case?

Yes. Start with one resource hub or service request. Use AI and visual tools to build it, review content and access, then test with customers before expanding.

Talk to us about what your customers need

Share the customer experience you want to improve. We’ll discuss the portal structure, access, integrations and rollout.

What you’ll get on the call:

  • A walkthrough of customer portal software structure and use cases.
  • Guidance on access, governance, integrations, and ownership.
  • A practical path for build, rollout, and ongoing updates.