01
Discovery and role mapping
Every user type, what each needs to do without calling you, and exactly what each role may see and change.
FIG 01 · Web Portal Development
Web portal development for customers, partners and teams
Secure, logged-in portals where people manage their own accounts, orders, documents and requests, connected to your CRM and ERP so your team stops answering the same emails.
See how it works
FIG 02 · Quick answer
What is web portal development?
Web portal development builds secure, logged-in websites where customers, partners or staff manage their own accounts, orders, documents and requests. Elgrith designs and engineers custom portals with sign-in and SSO, role-based permissions, dashboards, payments and integrations with your CRM, ERP and support tools, so users self-serve instead of emailing your team.
- Projects delivered since 2015
- 1,000+
- Clients served
- 250+
- One login and one credit balance in Kenerate AI, our flagship build
- 1 login
- Your portal code and IP
- 100%
FIG 03 · Why it matters
Customers want to help themselves. Attackers want in.
From Harvard Business Review and Verizon’s 2026 Data Breach Investigations Report.
01
81%
Try to self-serve first
81% of all customers attempt to take care of matters themselves before reaching out to a live representative.
Source: Harvard Business Review, Kick-Ass Customer Service(opens in a new tab)02
31%
Of breaches start with software flaws
31% of breaches now start with software vulnerabilities, beating stolen passwords as the top way attackers get in.
Source: Verizon, 2026 Data Breach Investigations Report(opens in a new tab)03
Roles first
Permissions before pixels
We map who can see and do what, for every user type, before we design a single screen.
FIG 04 · Definition
Web portal vs website vs web app
A website is public and tells people about you. A web portal is a logged-in space where each user sees their own data. A web app is software people use to get a job done. Many portals are web apps with a portal’s permissions.
| Website | Web portal | Web app | |
|---|---|---|---|
| What it is | Public pages about your business | A secure, signed-in space for each user’s own data | Software that does a job in the browser |
| Who uses it | Anyone | Customers, partners, vendors or staff | Your users or your team |
| Sign-in | Rarely | Always, often with SSO and MFA | Usually |
| Example | Your marketing site | Customers download invoices and raise tickets | A booking engine or a SaaS product |
| Built around | Content and SEO | Roles, permissions and integrations | Workflows and data |
If you are building a product to sell, start with web app development. If you are giving existing customers or partners a front door to your systems, you want a portal.
Budgeting a portal or web app? Read the 2026 cost guideFIG 05 · What you get
Custom web portal development services
From role mapping to user adoption, one team designs, builds, connects and secures your portal.
02
Portal UX and UI design
Dashboards, account pages and self-service flows designed around the top jobs your users come to do.
03
Custom portal development
A fast, accessible portal built with React, Next.js and PostgreSQL, deployed to cloud accounts registered to you.
04
CRM, ERP and billing integrations
Live data from Salesforce, HubSpot, your ERP, billing and help desk, so users see the same truth your team does.
05
Security and compliance
SSO, MFA, role-based access, audit logs and encryption, designed in from the first sprint.
06
Launch, onboarding and adoption
Invites, guided first logins, help content and training, so users move to the portal instead of back to email.
Deliverables
12
deliverables, in writing
Included in every build, written into your fixed quote before work starts.
FIG 06 · Portal types
Web portals we build
Each portal starts with the jobs its users do most, and the systems that hold the answers.
- Customers
- Partners
- Vendors
- Staff
Your portal
- CRM
- ERP
- Billing
- Help desk
Customer portal development
- Users
- Your customers and their teams
- Self-service
- Orders, invoices, documents, tickets, account settings
- Connects to
- CRM, billing and help desk
B2B and partner portals
- Users
- Resellers, dealers and channel partners
- Self-service
- Price lists, quotes, deal registration, marketing assets
- Connects to
- CRM, ERP and product data
Vendor and supplier portals
- Users
- Suppliers and contractors
- Self-service
- Purchase orders, invoices, compliance documents, onboarding
- Connects to
- ERP and accounts payable
Employee and intranet portals
- Users
- Staff, managers and HR
- Self-service
- Policies, requests, approvals, internal tools
- Connects to
- Microsoft 365 or Google Workspace, HR system
Patient, member and education portals
- Users
- Patients, members or learners
- Self-service
- Appointments, records, payments, courses
- Connects to
- Practice, membership or learning systems
Client portals for professional services
- Users
- Clients of agencies, accountants and law firms
- Self-service
- Secure file exchange, approvals, project status, invoices
- Connects to
- Practice management and billing
FIG 07 · Flagship build
Proof: Kenerate AI, designed and engineered by Elgrith
Kenerate AI, our flagship build, is a signed-in product: an all-in-one AI image and video studio where every user works from one account. Portals use the same account, access and dashboard patterns.
- One app, one login and one credit balance
- 23+ studios and tools behind one signed-in workspace
- 200+ AI models, and credits never expire
- MCP & CLI: use Kenerate inside Claude, ChatGPT, Cursor and 19+ AI apps
Tools: 23+ studios with guides for every use caseDesigned and engineered by Elgrith
- AI models in one app
- 200+
- Studios and tools
- 23+
- Maximum output
- 4K
- Guides
- 500+
FIG 08 · Features
Core portal features
The building blocks most portals need. We pick the ones your users and your security team actually require.
09principles
SSO, SAML and SCIM
Sign-in with Microsoft Entra ID, Okta or Google, with SCIM to add and remove users automatically.
Multi-factor authentication
Authenticator apps, passkeys or email codes, enforced per role.
Role-based access control
Admins, customers, partners and approvers each see and change only what they should.
Audit log
Who did what and when, searchable and exportable for your compliance team.
Document vault
Secure upload, download and sharing, with version history and expiring links.
Payments and invoices
Invoices, statements and card or bank payments through Stripe.
Tickets and requests
Raise and track requests, synced with your help desk.
Notifications
Email, SMS and in-portal alerts, with preferences users control.
Analytics dashboards
Usage and account data for users, and adoption data for your team.
FIG 09 · Security
Secure by default
A portal is a door into your systems. These controls are part of every build.
06principles
OWASP Top 10 testing
Code reviewed and tested against the OWASP Top 10, including broken access control.
Credential-stuffing defences
Rate limiting, bot protection and breached-password checks on every sign-in form.
Encryption
TLS in transit and encryption at rest for data and documents.
Penetration testing
An independent penetration test before launch, if agreed in your scope, with findings fixed and retested.
Patched dependencies
Automated dependency and vulnerability scanning, so known software flaws are found and fixed fast.
Data residency and privacy
US, UK or EU hosting, designed around UK GDPR, and around HIPAA when you handle US patient data.
FIG 10 · Integrations
Integrations that keep the portal honest
A portal is only as useful as the data behind it. We connect it to the systems your team already trusts.
04principles
Salesforce
Accounts, cases and orders from Salesforce, shown in a portal built around your workflows.
Salesforce consultingHubSpot
Contacts, deals and tickets synced with HubSpot, with portal activity logged back.
HubSpot consultingERP, billing and help desk
Orders, stock, invoices and tickets from your ERP, Stripe, Zendesk or Freshdesk.
API integration
FIG 11 · Measurement
How we measure a portal
A portal succeeds when people use it instead of emailing you. We agree the baseline before launch and report against it after.
| Metric | What it tells you | How we measure it |
|---|---|---|
| Activation rate | Share of invited users who sign in and finish setup | Invite and first-login events |
| Self-service rate | Share of requests handled without your team | Portal actions compared with tickets and emails |
| Ticket and email volume | Whether the portal is taking work off your team | Help desk data, before and after launch |
| Task completion | Whether users can finish the top jobs | Funnel tracking and usability tests |
| MFA and SSO adoption | How well accounts are protected | Identity provider and auth logs |
| Security findings | Open risks and how fast they close | Scan and penetration test reports |
Targets are agreed with you during discovery. We don’t quote adoption numbers before we know your users.
FIG 12 · Process · 6 steps
Roles first, then screens
Discovery, design, build and adoption in phases, with a fixed written quote after a free call and a demo every week.
- Step 01
Discovery and roles
User types, top self-service jobs, permissions and the systems involved, written up as a scope you sign off.
- Step 02
UX design
Wireframes and designs for dashboards and key flows, tested with real users where possible.
- Step 03
Build in sprints
Sign-in, roles and core features first, demoed weekly on a staging portal.
- Step 04
Integrations
CRM, ERP, billing and help desk connected, with monitoring and reconciliation.
- Step 05
Security testing
OWASP checks, dependency scans and a penetration test if agreed in scope, with findings fixed before launch.
- Step 06
Launch and adoption
A pilot group first, then invites, onboarding, training and help content for everyone else.
FIG 13 · What you get
Everything included
Written into your fixed quote, so you know exactly what you are paying for before work starts.
12items
- Role and permission map
- Written scope and fixed quote
- UX and UI design in Figma
- Custom portal on React, Next.js and PostgreSQL
- SSO, MFA and role-based access
- Audit log and admin console
- CRM, ERP, billing and help desk integrations
- Security testing report
- Onboarding flow and help content
- Training for your admins
- Adoption dashboard
- Full source code and documentation, owned by you
FIG 14 · Tech & tools
The tools behind the work
Proven, well-supported tools, chosen for your project and set up in accounts your business owns.
- React
- Next.js
- TypeScript
- Node.js
- PostgreSQL
- Prisma
- Redis
- Microsoft Entra ID
- Okta
- Auth0
- Stripe
- Salesforce
- HubSpot
- Zendesk
- AWS
- Azure
- Google Cloud
- Sentry
- OpenTelemetry
FIG 15 · Who it’s for
Portals for every kind of organisation.
Built around your users’ jobs, your systems and your security review, and run on your hours in the USA and UK.
3 audiences
B2B
Let customers and partners serve themselves.
Orders, quotes, invoices and documents in one place, with live data from your CRM and ERP.
- Account hierarchies and roles
- Quotes, orders and reorders
- Invoices and statements
- Partner deal registration
Regulated
Portals that pass security review.
Healthcare, finance and membership portals with SSO, audit trails and regional hosting, documented for your risk team.
- SSO, MFA and audit logs
- US, UK or EU hosting
- HIPAA and UK GDPR-aware design
- Penetration test, if agreed in scope
Internal
One front door for your team.
Employee portals and intranets that bring policies, requests and internal tools together behind single sign-on.
- Microsoft 365 or Google sign-in
- Requests and approvals
- Search across policies and docs
- Role-based content
FIG 16 · Working with us from the USA and UK
Built in New Delhi. Run on your hours.
Every project gets a point of contact in New York or London and an engineering team in New Delhi. Here is how today’s working days line up, live.
New York
North America
--:--ET
New Delhi team Your working day- Shared working time
- ≈ 3 hours today
- New Delhi is
- 10.5 h ahead
- Live calls, your time
- 9 a.m. to 12 p.m. ET
London
UK & Europe
--:--UK
New Delhi team Your working day- Shared working time
- ≈ 4.5 hours today
- New Delhi is
- 5.5 h ahead
- Live calls, your time
- 9 a.m. to 1:30 p.m. UK
Three ways to work together
- 01
Fixed-scope project
A written scope, one fixed price and a dated plan. Suits websites, apps and MVPs.
- 02
Dedicated team
Designers and engineers on your roadmap every month, billed monthly.
- 03
White label
For US and UK agencies: our work, your brand, unbranded deliverables.
Every engagement
- Fixed quote in USD, GBP or INR after a free 30-minute call
- NDA before discovery. You own all code, designs and content
- A working demo every sprint, not status slides
- Reply within one business day, calls inside your hours
Book a call
Calls on ET or UK hours
FIG 17 · Compare
Custom portal vs off-the-shelf portal tools
| Custom portal (Elgrith) | Salesforce Experience Cloud | HubSpot customer portal | Zendesk help center | |
|---|---|---|---|---|
| Best for | Portals built around your own workflows and several systems | Teams already running on Salesforce | Ticket and knowledge-base access for HubSpot Service Hub users | Help articles and ticket tracking |
| Fit to your workflows | Built to fit | Configurable, with developer work for custom flows | Limited to HubSpot objects and templates | Support-focused |
| Data sources | Any system with an API | Salesforce first | HubSpot first | Zendesk first |
| Cost model | Fixed quote to build, then your hosting | Per-member or per-login licences | Part of a HubSpot subscription | Part of a Zendesk subscription |
| Ownership | Code assigned to you | Licensed | Licensed | Licensed |
| When it fits | When off-the-shelf tools force your process to change | When all the data lives in Salesforce | When customers mainly need tickets and articles | When the portal is really a help center |
FAQ
Frequently asked questions
Straight answers about Web Portal Development with Elgrith.
A website is public: anyone can read it, and it exists to tell people about your business. A web portal sits behind a sign-in and shows each user their own data, such as orders, invoices, documents or requests, based on their role. Many businesses have both, with the website linking to the portal’s sign-in.
FIG 18 · Related
Keep exploring
Free 30-minute call
Tell us who your portal is for.
Describe your users and the requests that clog your inbox. After a free call you get a role map, a written scope and a fixed quote.
Pick a day for your call
OpenPick a day. You'll choose a time in your own time zone on the next step.