The benefits of embedding a customer portal in your product

In-app Customer Portal and Virtual Dataroom

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Jonathan Anderson
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What is a customer portal?

Traditionally, a customer web portal is a secure website that provides your customers with a single point of access to company information that is relevant to them, such as policies, invoices, files, and online payments. Client portals allow customers to view their data from virtually anywhere and anytime, and execute functions at their convenience.   

For SaaS companies, customer portals and datarooms can provide these benefits, but also present a headache—you’re directing your customers away from your product. 

What makes a good customer portal?

It’s not just your customers who use a client portal – your team needs to work with it as well, so a good customer portal should deliver benefits all around. 

Starting with an intuitive UI (always a work in progress), features like easy access to articles, guides, and videos, as well as a secure place to share files, have become standards for a customer self-service portal. Moreover, your business has its own customer service philosophy, and your client portal should be designed to reflect its practice.  

But your team also deserves a great experience. The ability to quickly change the content and format of the customer service portal, down to minute details, is essential, as are analytics to understand what’s actually being used. Easy customization ensures that the portal matches the customer’s needs and gives Customer Success Managers the time to make it feel personal for every account.

Lastly, top-notch security is an absolute must, but because customer portal datarooms are embedded inside the app, conveniently, it can use the same authentication as the app log-in.

How do you create a customer portal?

Start by building a list of customer-focused services that you want to provide and then group them. For example, if your application has multiple product lines, then a separate section with key resources could be set up for each. Once you’ve outlined the key features, tech teams can take the list and translate it into a secure web interface while integrating it with your product stack.

But that’s only the beginning. For every update that the customer team wants to make, and for every discovered bug, your customer portal will need to go through another round of development. For a fast-growing app or an innovative customer service team, this process results in a lag that creates a difference between what the client portal should do and what it actually does.  

Empower your client portal stakeholders

At Candu, we believe that the people working with customers know best how to make them successful. So we’re enabling customer-focused teams to design, embed, and customize client portals with their insights and inspirations—starting from an easy-to-customize template. Create a unique user experience for every customer and update it as you see fit—no coding required.  

Candu, the customer, and you

No matter your industry or your customer service goals, we’ve got a template to get you started, and our drag-and-drop editor makes it easy to modify for any customer need. Keep your users in your app, while giving them access to the specific resources they’ll need to be successful.

How to get started

Customizing any of our templates is quick and easy. It’s simply a matter of choosing the layout that you want, then adding text, inserting media, and picking interactive elements like, buttons and alerts, all with drag-and-drop functionality. Candu templates can be embedded anywhere in your app and come complete with analytics to help you understand and drive your users’ behavior.


Select the template used on this article and customize it based on your users needs.

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