Customer portal· 3 months

SlimKlantPortaal.nl

From market feedback to a working product, built by demand from Joost, Denise and Sietse

Openingspagina met een klantdossier ernaast: twee pdf-bestanden, een totaalbedrag en een knop betalen en downloaden

The story

Before

Three professionals with the same frustration: Joost wants to request energy labels faster, Denise looks for secure customer communication, Sietse wants to automate payments after structural calculations.

Obstacle

Everyone works differently. Joost has a different flow than Sietse. Every existing system forces one way. They want flexibility, not rigid software.

Insight

Do not build a solution for one client, but a platform that handles several ways of working and grows with the people who use it.

After

After three months there is a working product. Joost, Denise and Sietse test and give feedback; their input shapes the product now called SlimKlantPortaal.nl.

Vergelijking van de problemen met mail en WeTransfer tegenover het portaal

The build, step by step

From concept to working product, over three months.

1
Step 1

Kickoff and customer-intake flow mapping

We map the entire intake journey. From first contact to complete dossier. Which documents? In what order? What always goes wrong?

2
Step 2

Wireframes and user journey

Screens for customer and administrator. How does it feel for someone seeing this for the first time? We keep it simple.

3
Step 3

Database architecture

Clients, dossiers, documents, notifications. Everything structured and secured. Privacy by design from line one.

4
Step 4

Auth and portal setup

Logging in through a link in the email, without a password. Every customer gets their own secure space.

5
Step 5

Document upload and storage

Drag-and-drop, file type validation, encryption. Files are securely stored and directly linked to the right dossier.

6
Step 6

Admin dashboard MVP

The team now sees all dossiers in one overview. Status tracking: new, incomplete, complete. No more Excel needed.

7
Step 7

First demo with team

We show what's there. The team tests the flow, clicks around, gives feedback. We note everything that can be improved.

8
Step 8

Notification system

Automatic emails on new documents, incomplete dossiers, deadlines. For client and administrator alike.

9
Step 9

Custom forms builder

The team can now make forms themselves. Add fields, make required, add logic. No developer needed for every change.

10
Step 10

Status tracking and workflow

Dossiers now go through statuses. From intake to completed. Team members get tasks assigned. Nothing falls through the cracks anymore.

11
Step 11

Client-side interface polish

Customers must like it. Clear instructions, progress bar, confirmations. No doubt about what still needs to happen.

12
Step 12

Security layer and encryption

All uploads encrypted. Two-step verification as an option. A log of who viewed what and when.

13
Step 13

Integration with existing tools

Webhook to their CRM. Automatic Slack notifications. Email forwards. The portal talks to the rest of their stack.

14
Step 14

Training and go-live

The team learns how to manage the system. We go live with the first real customers. It runs.

Delen zonder dat de klant een account maakt: een sms met toegangscode en het codeveld ernaast
De sms-kaart uitvergroot: het ontvangen bericht met toegangscode en het ingevulde codeveld

1-3 months later

The first month in use

Joost, Denise and Sietse use it daily and give feedback. Their ways of working are being refined, new users come from their network, and every feature is tested in practice before it is switched on for everyone.

In daily use by the first three users
Feedback goes straight into the platform
Mobile version for on the road
Payments via Stripe and Mollie
New users from their own network
Een betaalverzoek met rapportbedrag, btw en totaal, verwerkt via een betaaldienst
De openingspagina op een bureaubladscherm met dezelfde pagina op een telefoon ernaast

1 year later

What comes next

SlimKlantPortaal.nl is growing into a platform for freelancers and small firms that want to communicate properly with clients: several organisations on one platform, a white-label option and an API for integrations. Step by step, tested by the people who use it.

Several organisations on one platform
White-label for larger firms
API for accounting integrations
Templates per industry
Tested by real users before anything goes live

"I wanted secure customer communication and document management. My feedback is taken seriously and processed directly. This feels like our product."

Denise, Founding User SlimKlantPortaal

Technology

Vue.jsTypeScriptPostgreSQLWebhooksPostmarkDocker

Ready for your story?

Let's discuss what we can build for you.

Call 085 083 5775

A 30-minute intake