Build it right the first time
No hand-waving, no "it depends." These guides give you the actual steps, trade-offs, and decisions you'll face when building or buying a customer portal.
No-Code Customer Portal Solutions
No dev team? No problem. You can launch a legit customer portal without writing a single line of code -- here's how to pick the right no-code tool and actually ship it.
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How to Measure Customer Portal Success: KPIs & Benchmarks
Most portals launch with zero measurement in place. Then nobody can explain whether it's working or justify the investment. Here's what to track, what good looks like, and how to use the data.
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HIPAA-Compliant Customer Portals: Requirements & Implementation
Building a patient or client portal in healthcare? HIPAA compliance isn't optional — and the penalties for getting it wrong start at $100 per violation. Here's what's actually required.
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Customer Portal Authentication Guide
SSO, OAuth, SAML, passwordless, MFA -- authentication options are a maze. This guide cuts through the jargon so you pick the right login experience for your portal.
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How to Build a Customer Portal
The step-by-step playbook for building a customer portal that doesn't suck. From picking your tech stack to launch day -- no fluff, just decisions that matter.
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Customer Portal Security Best Practices
Your portal handles sensitive client data -- one breach and trust is gone forever. These are the security practices that keep you off the front page for the wrong reasons.
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Customer Portal UX: Design Principles That Drive Adoption
Most portals fail not because of missing features, but because of bad UX. These are the design principles that turn a portal from a ghost town into a daily habit.
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Build vs. Buy: Custom Portal vs. Off-the-Shelf
Should you build your portal from scratch or buy off the shelf? One path costs more time, the other costs more flexibility. Here's how to pick the right one for your business.
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Integrating Your Customer Portal with a CRM
Your CRM and your portal are speaking different languages. Here's how to connect them so customer data stays in sync and your team stops double-entering everything.
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Customer Portal API Integration Guide
A portal that doesn't talk to your other systems is just another silo. Learn how to wire up billing, CRM, storage, and more with APIs that actually work.
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SOC 2 Compliance for Customer Portals
Enterprise clients increasingly require SOC 2 before they'll share data through your portal. Here's what SOC 2 actually requires and how to get there — whether you're building or buying.
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Our insights section covers ROI, adoption strategies, and what the research says about portals.