Customer Portal is customer portal software that gives your clients a secure, self-service space to view their orders, invoices, documents, and support tickets, all powered by the data you already hold in your CRM. As client portal software with a genuine self-service portal, it lets customers find what they need themselves at any time, instead of emailing back and forth for routine requests. This customer self service software reduces day-to-day load on your team while raising the standard of service. A secure client portal you can make your own, this branded customer portal gives every account a more professional experience.
Support app · Omnie AI
Oberon: Customer Portal
Customer portal software that gives clients a secure self-service space to view orders, invoices, documents, and support tickets, all powered by the data in your CRM.
AI at work Self-service Q&A, personalised summaries and proactive nudges
Ready to subscribe? Click hereGDPRDPA 2018SOC 2HIPAAWCAG 2.2
4+
Connected tools
6
Industries served
What it does
Oberon: Customer Portal, explained.
Key features
- Offer customers secure, self-service access to their own information.
- Show orders, invoices, documents, and support tickets in one place.
- Pull everything live from your CRM, so the portal is always up to date.
- Reduce inbound queries by letting customers help themselves.
- Strengthen your brand with a polished, professional customer experience.
AI at work
AI at work in Oberon: Customer Portal.
The moments where the AI does the work your team used to do by hand.
Self-service Q&A
An AI assistant in the portal answers account questions instantly, replacing routine "where's my invoice" emails to a support rep.
Personalised summaries
AI surfaces the most relevant open items (an overdue invoice, an open ticket) for each customer, work an account manager used to prepare manually.
Proactive nudges
AI flags customers likely to need help before they ask, prompting outreach that used to rely on a rep noticing.
More on Oberon: Customer Portal
Customer portal software powered by your CRM
Customer Portal is customer portal software that surfaces the data already in your CRM through a secure login. Clients see their orders, invoices, documents, and open tickets in one place, kept current automatically because it draws on your live records.
As client portal software with a proper self-service portal, it answers routine requests without involving your team. Customers help themselves whenever it suits them, and your inbox stops filling with the same repetitive questions.
This customer self service software is also a secure client portal you control. As a branded customer portal, it carries your look and feel, giving every account a polished, professional experience while quietly cutting your admin.
See it in action
Watch Oberon: Customer Portal in 90 seconds.
A quick walkthrough of how Oberon: Customer Portal works and how teams use it day to day.
Oberon: Customer Portal, product tour
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Connects with your tools
Works with the systems you already use.
Oberon: Customer Portal connects to Bitrix24, DocuSign, Google Drive, Stripe out of the box, and through Omnie AI it works with the CRM, project, finance, document, communication and marketing tools below.
CRM
Projects
Finance
Documents
Communication
Marketing
Compliance & standards
Built to meet the standards your sector expects.
Oberon: Customer Portal is built on the Omnie AI platform, so the security, data-protection and accessibility standards below are handled as standard, here’s what each one covers.
UK GDPR & EU GDPR
How personal data is handled. A data-protection lead, mapped personal data (ROPA), clear privacy notices, Data Processing Agreements with vendors, and defined subject-access (DSAR) and breach procedures.
Data Protection Act 2018 (UK)
The UK’s implementation of GDPR. ICO registration and data-protection fee, UK GDPR controls applied across the app, and records of processing activities kept up to date.
SOC 2 (Type II)
Independent assurance over security, availability and confidentiality. Controls are operated over a 3–12 month window and audited by an independent CPA firm, who issue the SOC 2 Type II report.
HIPAA (US)
Protection of US health information. Business Associate Agreements, Privacy and Security Rule safeguards (access controls, encryption, audit logging), a risk analysis and workforce training.
WCAG 2.2 AA / Accessibility
Accessibility for all users. The site and app are audited against WCAG 2.2 AA, aligned with the Equality Act, ADA and EN 301 549, issues are remediated, and testing is carried out on an ongoing basis.
Built on Omnie AI
Four things every app gets as standard.
Customised to Fit
We build your applications to suit your individual requirements. We connect them to the tools you already use, then support you to develop and improve your applications.
AI Built-in
All apps have AI built in that makes your business run better, streamlining your processes, freeing up your team and helping you deliver a better experience to every customer.
Secure & Compliant
Your apps run on secure, managed infrastructure. Your data and your customers’ data stay protected, and all apps are compliant with recognised industry standards.
Dedicated Support
Your Customer Success Manager learns your business to understand your needs and is available by phone or messenger to answer questions and provide advice.
More apps
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Support
Ganymede: Helpdesk
Help desk software that manages every customer support ticket in one place, with conversations, priorities, and SLAs synced to the customer records you already hold in your CRM.
$1,090 / annum
Plus $600 Setup & Training
Support
Proteus: Knowledge Base
Knowledge base software for publishing a searchable self-service help centre for customers and staff, with usage analytics tied to your CRM.
$890 / annum
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Support
Naiad: Live Chat & Inbox
Live chat software that brings website chat, email, and SMS into one shared inbox, with every conversation tied to its CRM contact.
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Businesses we work with
Trusted by teams around the world.
Build Oberon: Customer Portal for your business.
Start from this template and customise it to your exact needs with Omnie AI, hosted, secured and supported by our team.
FAQs
Oberon: Customer Portal, common questions.
What does Oberon: Customer Portal connect to? +
Oberon: Customer Portal works with Bitrix24, DocuSign, Google Drive, Stripe, and through Omnie AI it can connect to other CRM, project management, finance, document and communication tools you use.
Can we customise Oberon: Customer Portal to how we work? +
Yes. Oberon: Customer Portal is a starting template, with the Vibe Code feature in Omnie AI you can change the fields, logic, integrations and design to fit your exact process, with our team on hand whenever you need them.
Is our data secure? +
Security is built into the Omnie AI architecture from the ground up, so your data and your customers’ data are protected by a structured, proven approach rather than the gaps self-built apps leave behind.
Do you host and maintain Oberon: Customer Portal? +
Yes. We host your app on secure, managed infrastructure with a staging environment and continuous backups, so it stays fast, available and protected with nothing for you to manage.
What support do we get? +
Our team of experienced developers is on hand throughout. If you hit problems building, or your app ever causes issues, we can step in to diagnose and fix them for you.
Which industries is Oberon: Customer Portal for? +
Oberon: Customer Portal is used by teams across Construction, Financial Services, Healthcare, Legal, Professional Services and Technology & SaaS, and adapts to the way your business works.