Secure customer logins with role-appropriate access to updates, files, forms, and requests.
Business software
Customer portal development for Canadian businesses that need one secure place for clients to access updates, files, requests, and account information.
Sun Cluster builds customer portals for Canadian service businesses and operational teams, with secure logins, file access, updates, requests, forms, and connected workflows.
01
A customer-facing portal that replaces repeated email threads, manual file sharing, and status chasing.
02
Built around the information and actions clients actually need after they become customers.
03
Can connect to internal dashboards, CRM tools, booking, payments, and document workflows.
Portal experience
System outline
01
Customer touchpoint
Website · portal · app
02
Workflow layer
Automation · approvals
03
Connected tools
APIs · data · alerts
04
Operational view
Status · reporting
HubSpotPipedriveStripeGoogle Drive
What we build
Software shaped around the way your team works.
We turn the essential parts of your workflow into maintainable software, with a clear path for integration, testing, and day-to-day operation.
Explore all servicesCustomer dashboards for account information, project status, documents, bookings, or support needs.
Internal workflow tools that let staff review and respond to portal activity without duplicated work.
Connected experiences for CRM, payment, document, calendar, or support systems.
From requirements to a working system
Portal workflow map
Client actions, staff handoffs, permissions, information sources, and success measures.
Customer portal
Login, account areas, files, status, forms, and requests appropriate to the project.
Internal operations layer
Staff review screens, notifications, assignments, and integrations that support portal activity.
Security and handoff
Access controls, deployment guidance, documentation, and the next enhancement path.
Our approach
Clear engineering decisions at every stage.
Portal projects usually begin by clarifying user roles, data access, and the staff workflow before the feature set is finalized.
1
A customer-facing portal that replaces repeated email threads, manual file sharing, and status chasing.
2
Built around the information and actions clients actually need after they become customers.
3
Can connect to internal dashboards, CRM tools, booking, payments, and document workflows.
Common challenges
Practical problems, addressed with a clearer engineering path.
01
Staff repeatedly send the same updates, files, invoices, or forms through email.
We centralize the right information and actions in a portal clients can access when they need it.
02
Clients cannot easily see the status of their request, project, booking, or account.
We design customer-facing views that reduce uncertainty without exposing internal-only information.
03
A generic client portal product does not match the actual service workflow.
We build the specific portal features and staff handoffs that fit the operation rather than forcing a mismatched platform.
Integrations & technology
Connected to the tools your workflow depends on.
We confirm platform access, technical limits, and the right operating boundaries before implementation begins.
HubSpotPipedriveStripeGoogle DriveCalendly-style bookingCustom APIs
Related services and resources
Frequently asked questions
Can customers upload files or submit requests through the portal?
Yes. File upload, forms, requests, and status updates can be included when they fit the workflow and access requirements.
Can a portal connect to our CRM or existing systems?
Yes. We can scope portal connections to CRMs, booking, payment, document, or other systems when suitable API access is available.
Can staff and customers see different information?
Yes. Role-based access is a core portal consideration so customers see only what is appropriate while staff retain the operational controls they need.
Plan a customer portal
Describe what clients ask for repeatedly and what staff still handle manually. We can identify the right portal scope.