FormaPortal

Glossary

What is a customer portal?

A customer portal is a private area where the people who buy from you sign in to find their orders, documents and updates instead of emailing to ask. It’s the same thing as a client portal: firms say client when they work case by case, and customer when they sell at volume.

Client portals

Still deciding

See the terms as features

The glossary explains the vocabulary. The features page shows what each of these looks like in a portal you run yourself, and the pricing page shows what it costs.

Contact us

Tell us how we can help with your portal

Share who’s using it, what you need to track, and how you want to onboard users. We’ll recommend the right setup and plan for your business.

We review every request and reply within one working day.