Client Transactional Portals

Custom Client Transactional Portals

Secure, scalable, and tailored to your business needs

At Cocobites Solutions, we design and develop custom client transactional portals that empower businesses to provide secure, self-service access for their clients.  Whether you need a finance client portal, healthcare transaction platform, or document management portal, we create solutions that streamline your processes, boost engagement, and maintain the highest levels of data security.

Why Choose a Client Transactional Portal?

A client transactional portal gives your customers or partners a secure, branded online platform to access services, complete transactions, and stay informed—without phone calls or emails. This improves efficiency, reduces administrative load, and enhances customer satisfaction.

Key Features of Our Client Transactional Portals

1. Fully Customised to Your Business

We tailor every portal to reflect your brand and operational needs, including:

• Branded user interface and personalised dashboards

• Role-based access for different types of users

• Custom workflows aligned with your business processes
  
  

2. Bank-Grade Security

Your clients’ trust is built on strong security. We implement:

• SSL/TLS encryption for secure data transmission

• Role-based permissions and multi-factor authentication (optional)

• Compliance with POPIA and GDPR data protection regulations
  
  

3. Powerful Client Engagement Tools

Keep your clients informed and engaged with:

• Real-time notifications and alerts

• In-portal messaging and chat features

• Document upload/download with version tracking

• Order tracking and transaction history
  
  

4. Integration with Your Systems

Our portals integrate seamlessly with:

• ERP and CRM platforms

• Payment gateways

• Document management systems

• API connections for third-party services
  
  

5. Scalable and Future-Proof

As your business grows, your portal grows with you:

• Add new features and modules anytime

• Handle increasing numbers of users and transactions without performance loss

Industries We Serve

We build secure client portals for a variety of industries, including:

• Finance – loan applications, investment tracking, account statements

• Legal – case file access, document sharing, appointment scheduling

• Healthcare – patient portals, medical document access, billing systems

• Logistics – shipment tracking, customs documentation, customer updates

• Retail & Ecommerce – order history, returns management, loyalty programmes
  
  

Our Development Process

1. Discovery & Planning – We understand your objectives, processes, and user needs.

2. Design & Prototyping – Wireframes and interface designs aligned to your brand.

3. Development & Integration – Building secure, functional portals that connect to your systems.

4. Testing & Launch – Ensuring smooth performance, security, and user experience.

5. Ongoing Support – Continuous improvements, feature updates, and security monitoring.
   
   

Get Started Today

Transform how you engage with clients. Give them secure, convenient, and personalised access to your services through a custom-built transactional portal. Email: info@cocobitessolutions.co.za or  Call: +27 11 656 8528

Frequently Asked Questions

Expand Your Digital Capabilities

Looking to streamline your customer interactions and internal operations even further?
At Cocobites Solutions, we specialise in CRM and ERP customisation and implementation services tailored to your unique business needs.
From optimising sales, marketing, and customer service workflows to integrating enterprise systems for seamless data flow, our expert team delivers scalable, user-friendly solutions that complement your client portal and drive business growth.

Learn More About Our CRM & ERP Services

Get in touch to discuss your unique solutions

Email: info@cocobitessolutions.co.za 

Telephone: +27116568528