Skip to content
VELTROTECHLABS

Service businesses

A customer portal that takes work off your inbox

Self-service accounts, documents, requests and status tracking - so routine questions stop arriving by phone and email.

Typical timeline: 8-12 weeksWeb Application DevelopmentUI/UX Design & QA

An illustrative build, not a client case study. Timelines and scope are typical ranges - yours gets estimated properly after discovery.

The problem it solves

Most small operations teams lose hours a day to questions a customer could answer themselves: where is my order, can I get a copy of that invoice, can we move the appointment. Every one of those interrupts someone.

How we approach it

  1. 1

    Map the questions your team actually gets, and rank them by volume rather than by how interesting they are.

  2. 2

    Build secure accounts with the three or four things customers ask for most, and nothing else.

  3. 3

    Connect it to the systems you already run so nobody re-keys data between tools.

  4. 4

    Ship it to a small group of customers first, watch where they get stuck, then open it up.

What it includes

  • Customer login with roles and permissions
  • Document and invoice access
  • Request or booking flow with status tracking
  • Notifications by email or SMS
  • Admin view for your team
  • Integration with your existing systems

Also possible

Other things we build

ERP & CRM Integration

Veltro Dynamic Zoho Integration

A Microsoft Dynamics 365 Business Central extension that synchronizes customers, items, invoices, and sales orders with Zoho CRM using configurable table and field mappings. Synchronization runs manually, on a schedule, or in real time - in either direction.

Operations

Replacing the spreadsheet everything runs on

A workflow tool built around how your team actually works - with the audit trail and reporting a spreadsheet cannot give you.

Field & logistics

A mobile app for teams working away from a desk

Job lists, photo capture, signatures and status updates that keep working when the signal drops.

Stack

Technologies we'd use

We choose the right tool for the job — not a fixed stack. Below are typical choices for this type of build.

React, Next.js, TypeScript
PostgreSQL, Prisma, Redis
NextAuth.js, OAuth 2.0/OIDC
Tailwind CSS, Radix UI
Playwright, Vitest, axe-core
Vercel, AWS, Azure

Process

How this engagement typically runs

Six steps from discovery to a system your team can own. We adapt the depth of each step to your context.

01

Discovery

Interview support/sales teams to rank customer questions by volume; define the minimum viable portal scope.

02

Architecture

Design auth model, data sync strategy, API layer, and integration points with existing ERP/CRM.

03

Design

Clickable prototypes for top 3-4 user journeys; usability testing with real customers before build.

04

Build

Two-week sprints delivering auth, document access, request flows, and admin dashboard — each with E2E tests.

05

Launch

Beta with 10-20 customers, feedback loops, phased rollout, and support runbooks for your team.

06

Evolve

Feature requests from usage analytics, SSO integration, mobile app, or clean handover with training.

FAQ

A customer portal that takes work off your inbox - common questions

Yes. We build API layers (REST/GraphQL) that sync with your Business Central, Dynamics 365, or custom systems — bidirectional where needed.
NextAuth.js with email/password, magic links, or SSO (Azure AD, Google, Okta). Role-based permissions control document and action access.
A focused MVP (login, documents, requests) typically reaches beta in 6-8 weeks. Full rollout in 10-12 weeks.
Yes. Deployed to your Vercel/AWS/Azure account with custom domain, TLS, WAF, and monitoring — or our managed infrastructure.

Have a project in mind?

Tell us what you are trying to build. You will get a straight answer on feasibility, timeline and cost - and if we are the wrong fit, we will say so.

Start the conversationor email sales@veltrotechlabs.in