Modernise your client interactions with a secure, intuitive SaaS portal.
Put an end to endless email threads. Give your clients a tailor-made space to track their files, exchange documents and automate your operations.
Chaotic communication flows that suffocate your client service
Dozens of daily emails for a simple file update.
Your teams spend more time answering the phone or hunting for lost attachments than moving their projects forward.
Sensitive data circulating without any security.
PDF files sent by email, passwords shared over messaging apps: your company is exposed to data leaks.
A weakened brand image in front of demanding clients.
Your clients expect the fluidity of modern applications. The lack of a dedicated space projects the image of a company that has fallen behind.
What is a custom client portal and how does it work?
A client portal is a secure web application accessible through a simple browser (desktop and mobile), locked behind a username and password (or two-factor authentication). Unlike a mere showcase website, it is a dynamic interface connected directly to your company’s core information systems.
The key features built into your space
Progress dashboard
A clear overview where the client sees the status of their project or order in real time (e.g. Pending, In progress, Approved).
Encrypted document vault
A space to upload and download documents (invoices, contracts, quotes, reports) where every file is encrypted and automatically linked to the right folder.
Dynamic forms & Online signature
Your clients fill in their information directly in the interface, with real-time field validation and the option to sign electronically.
Automated notifications
As soon as a milestone is reached or a document is required, the system sends a personalised email or SMS alert.
The technical architecture under the hood
We build lightweight interfaces with modern technologies such as Next.js or React, coupled with robust databases (PostgreSQL). Everything is hosted on secure servers in Switzerland or Europe, guaranteeing sub-second load times and strict compliance with the Swiss nFADP / GDPR.
React
Angular
VueJS
TypeScript
NodeJS
Laravel
Symfony
CakePHP
MySQL
Figma
Adobe
Sketch
GitLab
WordPress
Python
Our answer: a centralised space that frees your teams and delights your clients
A single dashboard for your users
Your clients log into their space, view the progress of their requests in real time and upload their documents in one click.
Bank-grade security and fine-grained access control
Each user only accesses the information that concerns them. Exchanges are encrypted and securely archived.
Direct integration with your internal tools
The portal does not live in isolation: it pushes the information entered by your clients straight into your ERP or internal databases.
Comment nous déployons votre Portail SaaS
What you concretely gain
-70% de demandes de suivi par e-mail et téléphone.
100% de conformité sur la confidentialité des échanges.
Un onboarding client validé en quelques minutes au lieu de plusieurs jours.
They trust us
”Je recommande Play Digital en raison de leur capacité à comprendre les besoins du marché dans lequel évoluent les clients et d'intégrer cette dimension dans leurs solutions apportées. L'accompagnement va au-delà d'une réflexion purement technique, il inclut des réflexions stratégiques et des éléments de marketing et de communication. Play Digital nous a permis de développer une solution sur mesure dans un marché complexe en raison de nombreuses régulations. La flexibilité de la solution choisie permet de l'adapter constamment à l'évolution des demandes et aux contraintes du marché.
Laurent VianinDirecteur - Direct Care SA
Frequently asked questions
It is important to take the time to think through these questions before starting the creation of a client portal (SaaS), so that we can steer our team’s choices and deliver a SaaS product that properly matches your goals and needs.
What are my company's specific requirements for this business application?
To address your specific needs, we will carry out a detailed analysis of your company and your business processes to understand exactly what you need from this application.
How can this application integrate with other existing systems in my company?
We can integrate the application with other existing systems in your company, such as your CRM or ERP, for a smooth user experience and greater efficiency.
What is the estimated cost of building and maintaining this application?
The estimated cost of building and maintaining the application will depend on the complexity of the features and your company’s specific needs. We can provide you with a quote after our first discovery meeting and the initial analysis of your business and processes.
How long does it take to implement this application?
The timeline for implementing the application will depend on several factors such as the complexity of the required features, the availability of the necessary resources, development time and any testing and deployment phases. We will strive to meet your deadlines while guaranteeing the quality of the application. We will start with a detailed analysis of your needs to establish a project plan and define delivery timelines. We will keep you informed throughout the development process so you can follow the project’s progress. Please note that timelines may change depending on evolving requirements or unforeseen technical issues. However, we will work closely with you to manage these changes effectively and keep delivery as close as possible to the agreed schedule.
