Solution · cross-industry

Customer & Tenant Portals for Your Business

A customer portal brings documents, status and communication together in one place — as a tenant portal for property management, a B2B portal in retail, or a project space for service businesses.

9:41100%

Lindenstraße 14, 44789 Bochum

Clara Neumann

984,00 €

Open

David Schuster

881,00 €

Open

Elif Kaya

903,00 €

Paid

Hannah Wagner

842,00 €

Paid

Customer Portal for Transport & Logistics

Go to industry

Customer Portal & AI Order Intake

KI

Problem: Transport orders arrive as PDFs, emails or calls and are retyped by hand.

  • AI reads order emails and PDFs and creates jobs
  • Customer portal with status, documents and invoices
  • Human approval before dispatch

Less retyping in dispatch, fewer “where is my delivery?” calls.

E-Mail-PostfachDisposition
AI module: Inbound Email Agent
Task:
Reads incoming emails, identifies the request and suggests a reply or routing.
Output:
Draft reply or forward to the right person, categorization in the inbox.
Approval:
Replies are approved by a staff member before sending, except for explicitly whitelisted standard cases.
Privacy:
Processes email content that may contain personal data; storage and access are defined per project.

Online Job Intake & Price Calculator

KI

Problem: Jobs arrive by phone, email and WhatsApp and have to be retyped.

  • Booking form with pickup and delivery address
  • Automatic price by distance, weight and time window
  • Regular-customer login with job history

Jobs land in dispatch fully structured, with no retyping.

DispositionRechnungsstellung
AI module: Inbound Email Agent
Task:
Reads incoming emails, identifies the request and suggests a reply or routing.
Output:
Draft reply or forward to the right person, categorization in the inbox.
Approval:
Replies are approved by a staff member before sending, except for explicitly whitelisted standard cases.
Privacy:
Processes email content that may contain personal data; storage and access are defined per project.

Shipment Tracking & Per-Stop Billing

KI

Problem: Customers call to ask where their shipment is, and billing is assembled by hand at month-end.

  • Tracking link with live status for the recipient
  • Automatic notification on delivery
  • Consolidated invoice per customer from all stops

Fewer calls to the office and invoices at the push of a button.

DATEV/LexwareE-Mail/SMS
AI module: Customer Service Agent
Task:
Answers recurring customer questions centrally via chat, WhatsApp or email.
Output:
Direct answer for standard questions, otherwise handed off to a staff member.
Approval:
Refunds, special terms or complaints are never decided automatically.
Privacy:
Processes customer and order data; storage location and a data-processing agreement are defined per project.

Customer Portal for Construction & Trades

Go to industry

Field-Team Scheduling & Customer Portal

KI

Problem: Field-team assignments and emergency-service slots are coordinated by phone.

  • Field-team scheduling
  • Customer portal
  • Emergency-service and appointment management

Customers see their appointment and job status without having to call.

Kalendersystem
AI module: Appointment Booking Agent
Task:
Books, moves or cancels appointments automatically based on available capacity.
Output:
Confirmed calendar entry, automatic reminder before the appointment.
Approval:
Edge cases (e.g. conflicting requests) are handed to the team instead of decided automatically.
Privacy:
Processes contact and appointment data; storage and retention details are defined per project.

Field-Team App & Client Portal

Problem: Field staff and clients have no digital access to status and documents.

  • Mobile app for field staff
  • Client and contracting-authority portal

Clients see site status and reports without needing to ask.

BaustellenberichteDokumentenablage

Customer Portal for Beauty & Hair

Go to industry

Digital Customer Records & Documentation

Problem: Treatment history and consent forms are on paper or not recorded at all.

  • Digital customer records
  • Treatment history
  • Before/after photo documentation
  • Digital intake forms
  • Consent and disclosure forms

Treatment history is instantly visible at the next appointment.

Terminbuchung

Customer Loyalty & Reviews

KI

Problem: Regular customers aren't systematically reminded about follow-up appointments.

  • Voucher and loyalty program
  • Automatic follow-up treatment reminders
  • Review requests
  • Social-media-to-booking workflow

Regular customers come back without the team having to follow up manually.

Social MediaTerminbuchung
AI module: Follow-up Agent
Task:
Automatically reminds about open quotes or unanswered inquiries and drafts a follow-up message.
Output:
Follow-up draft (email) or reminder in the CRM.
Approval:
Sending the follow-up draft is approved by a staff member.
Privacy:
Processes contact and quote data; storage location is defined per project.

Customer Portal for Real Estate

Go to industry

Real Estate CRM & Lead Capture

KI

Problem: Prospect and owner data is scattered across emails and spreadsheets.

  • Real estate CRM
  • Lead capture and qualification
  • Owner and prospect management

Every inquiry lands qualified in the CRM instead of the inbox.

E-MailPortale
AI module: Lead Qualification Agent
Task:
Asks pre-qualifying questions (budget, timeline, need) and ranks inquiries by priority.
Output:
Qualified lead record with priority in the CRM.
Approval:
Final ranking and next steps remain a decision of the sales team.
Privacy:
Processes personal contact data; storage location and retention periods are defined per project.

Owner Reporting & Follow-Up

KI

Problem: Owners get irregular updates on marketing progress.

  • Owner reporting
  • Automated follow-up

Owners see marketing status without having to ask.

CRM
AI module: Follow-up Agent
Task:
Automatically reminds about open quotes or unanswered inquiries and drafts a follow-up message.
Output:
Follow-up draft (email) or reminder in the CRM.
Approval:
Sending the follow-up draft is approved by a staff member.
Privacy:
Processes contact and quote data; storage location is defined per project.

Tenant & Owner Portal

Problem: Damage reports reach management by phone or not at all.

  • Tenant and owner portal
  • Digital damage reports with photos

Damage is reported with photos instead of described over the phone.

Mobile Upload

Ticket & Case Management

Problem: Emergencies and routine requests aren't prioritized differently.

  • Ticket and case management
  • Emergency detection and prioritization
  • Service-provider dispatch
  • Status tracking

Urgent cases are recognized and prioritized instead of sitting in a queue.

Dienstleister-Netzwerk

Mass Communication & Owner Meetings

Problem: Owner meetings and circulars are organized manually.

  • Mass communication
  • Owner-meeting workflows

Circulars and invitations go out automatically to the right recipient list.

E-Mail

Properties, tenants & documents in one place

KI

Problem: Leases, meter readings and service-charge receipts are scattered across binders, emails and photos.

  • Digital property and tenant file
  • Documents & photos per unit
  • Stored GDPR-compliant

Everything about a flat in one view — even from your phone.

AI module: Document Assistant
Task:
Reads, files and summarizes uploaded documents (contracts, reports, receipts).
Output:
Structured filing, short summary, extracted key figures where applicable.
Approval:
Automatic filing only for clearly recognized document types; unclear cases go to a staff member.
Privacy:
May contain personal or contractual data; storage location and access rights are defined per project.

Customer Portal for Retail & E-Commerce

Go to industry

Online Shop & B2B Portal

Problem: The shop covers B2C customers but no custom B2B pricing or customer groups.

  • Online shop and shop relaunch
  • Shopify, Shopware or WooCommerce build
  • B2B customer portal
  • Custom pricing and customer groups

B2B and B2C customers buy in the same shop on their respective terms.

Shopify/Shopware/WooCommerce

Returns & Complaints

KI

Problem: Returns and complaints run by email with no fixed process.

  • Returns portal
  • Complaint management

Customers start returns themselves without emailing support.

Versanddienstleister
AI module: Complaint Handling Agent
Task:
Records complaints in a structured way and routes them to the right process.
Output:
Created case with priority, first acknowledgement to the customer.
Approval:
Decisions on goodwill, replacement or refund are made by a staff member.
Privacy:
Processes customer and order data; storage location is defined per project.

Product Configurator & Subscription Commerce

Problem: Customizable or recurring products don't fit a standard shop setup.

  • Product configurator
  • Subscription and reorder system

Customers see their customized product live before they buy.

Shopify App

Website with offers & opening hours

Problem: Customers find neither opening hours nor current offers on Google.

  • Offers automatically from akci.market
  • Google Business Profile maintained
  • Multilingual (DE/TR/AR)

More walk-in customers from the neighbourhood.

Google

Customer Portal for Rental

Go to industry

Customer Portal & Voice Agent

KI

Problem: Availability questions come in constantly by phone, even outside opening hours.

  • Customer portal
  • Voice agent for availability and bookings

Availability questions get answered even outside opening hours.

Telefonanlage
AI module: Appointment Booking Agent
Task:
Books, moves or cancels appointments automatically based on available capacity.
Output:
Confirmed calendar entry, automatic reminder before the appointment.
Approval:
Edge cases (e.g. conflicting requests) are handed to the team instead of decided automatically.
Privacy:
Processes contact and appointment data; storage and retention details are defined per project.

Guest Communication & Cleaning

KI

Problem: Guest communication and cleaning scheduling happen manually between bookings.

  • Digital guest guide
  • Guest communication
  • Cleaning scheduling
  • Review requests

Cleaning is automatically scheduled between two bookings.

Buchungskalender
AI module: Customer Service Agent
Task:
Answers recurring customer questions centrally via chat, WhatsApp or email.
Output:
Direct answer for standard questions, otherwise handed off to a staff member.
Approval:
Refunds, special terms or complaints are never decided automatically.
Privacy:
Processes customer and order data; storage location and a data-processing agreement are defined per project.

Customer Portal for Professional Services & Consulting

Go to industry

CRM & Appointment Booking

KI

Problem: Leads and appointments are managed across calendar, email and memory.

  • CRM and sales pipeline
  • Lead capture and qualification
  • Online appointment booking

Every lead and appointment is visible in the same system, for the whole team.

KalenderE-Mail
AI module: Lead Qualification Agent
Task:
Asks pre-qualifying questions (budget, timeline, need) and ranks inquiries by priority.
Output:
Qualified lead record with priority in the CRM.
Approval:
Final ranking and next steps remain a decision of the sales team.
Privacy:
Processes personal contact data; storage location and retention periods are defined per project.

Customer Portal & Tickets

Problem: Document exchange and status updates run through scattered email threads.

  • Customer portal
  • Document exchange
  • Ticketing system
  • Meeting summaries
  • Automatic CRM updates

Customers find documents and status in one place instead of an email thread.

CRM

Customer Portal for Driving Schools

Go to industry

Online sign-up & digital training contract

KI

Problem: Sign-ups arrive by phone, paper forms and WhatsApp — documents like the eye test and first-aid certificate are often missing.

  • Sign-up with licence class selection on the website
  • Sign the training contract digitally
  • Upload eye test, first aid & passport photo
  • Checklist: what’s still missing for the licence application?

New students are fully set up before they first walk into the office.

WebsiteE-MailBuchhaltung
AI module: Lead Qualification Agent
Task:
Asks pre-qualifying questions (budget, timeline, need) and ranks inquiries by priority.
Output:
Qualified lead record with priority in the CRM.
Approval:
Final ranking and next steps remain a decision of the sales team.
Privacy:
Processes personal contact data; storage location and retention periods are defined per project.

Student app with training progress

Problem: Students keep asking: when is my next lesson? How many special drives are left? When can I take the test?

  • Upcoming lessons & test dates
  • Training progress and mandatory drives
  • Invoices and open balances
  • Push reminder the day before

Students stay informed without anyone looking things up in the office.

PushWhatsApp

Website, Google & reviews

Problem: People googling “driving school near me” end up with competitors who have more reviews.

  • Website with classes, course dates & locations
  • Local SEO per branch
  • Review request after passing the test
  • Holiday & intensive course landing pages

More sign-ups from Google — without expensive portals.

Google Unternehmensprofil

Customer Portal for Restaurants & Hospitality

Go to industry

Your own online ordering

Problem: Delivery platforms take up to a third of every order in commission — and they own the customer data.

  • Order for pickup or delivery
  • Online payment (PayPal, card, Apple Pay)
  • Orders straight to tablet or receipt printer
  • Regulars’ discounts & vouchers

Every order brings in full revenue — and a regular customer of your own.

BondruckerKassensystem

Digital menu & QR table ordering

Problem: Prices and daily specials change — printed menus are outdated instantly and allergens are missing.

  • QR menu with photos & allergens
  • Multilingual (DE/EN/TR)
  • Optional: order & pay at the table
  • Change daily specials in seconds

Menu always current, faster service, fewer trips.

Kassensystem

Customer Portal for Practices & Healthcare

Go to industry

Digital intake & forms

Problem: New patients fill in clipboard forms in the waiting room that get retyped afterwards.

  • Intake in advance via link or tablet
  • Sign consents digitally
  • Multilingual forms
  • Hand-off as PDF to practice software

No retyping, no deciphering handwriting.

PraxissoftwarePDF

Practice website & visibility

Problem: The website is outdated, not accessible and doesn’t show current hours or holidays.

  • Accessible, fast website
  • Manage hours, holidays & cover centrally
  • Online booking button & prescription requests
  • Recruiting page for staff

Patients find everything online — and so do new staff.

Google Unternehmensprofil

Customer Portal for Garages & Car Dealers

Go to industry

Vehicle status via WhatsApp/SMS

KI

Problem: “Is my car ready?” — dozens of calls a day interrupt the work.

  • Status: received → in progress → ready
  • Automatic message when ready
  • Pay online before pickup

Customers are informed without calling.

WhatsApp BusinessSMS
AI module: Customer Service Agent
Task:
Answers recurring customer questions centrally via chat, WhatsApp or email.
Output:
Direct answer for standard questions, otherwise handed off to a staff member.
Approval:
Refunds, special terms or complaints are never decided automatically.
Privacy:
Processes customer and order data; storage location and a data-processing agreement are defined per project.

Car buying & used-car listings

KI

Problem: Trade-in requests come in incomplete; cars are maintained on several portals separately.

  • Trade-in form with photos & registration
  • Stock on your own website
  • Export to mobile.de & co.

Better trade-in leads, one stock for every channel.

mobile.deAutoScout24
AI module: Lead Qualification Agent
Task:
Asks pre-qualifying questions (budget, timeline, need) and ranks inquiries by priority.
Output:
Qualified lead record with priority in the CRM.
Approval:
Final ranking and next steps remain a decision of the sales team.
Privacy:
Processes personal contact data; storage location and retention periods are defined per project.

Customer Portal for Cleaning & Facility Services

Go to industry

Proof of service & client portal

KI

Problem: Clients complain and there’s no proof the work was done.

  • Monthly proof of service automatically
  • Before/after photos
  • Clients report issues in the portal

Complaints are answered with facts, not excuses.

E-MailPDF
AI module: Complaint Handling Agent
Task:
Records complaints in a structured way and routes them to the right process.
Output:
Created case with priority, first acknowledgement to the customer.
Approval:
Decisions on goodwill, replacement or refund are made by a staff member.
Privacy:
Processes customer and order data; storage location is defined per project.

Customer Portal for Fitness & Sports

Go to industry

Member app with check-in

Problem: Members forget their cards, plans are on paper and information gets lost.

  • QR check-in at the door
  • Training plans & progress
  • Push news & events

Higher retention, fewer cancellations.

Zutrittssystem

Trial session funnel

KI

Problem: Prospects sign up but nobody follows up — and they end up at the chain next door.

  • Landing page with slot selection
  • Automatic reminder & follow-up
  • Sign up online

More trials turn into memberships.

Meta AdsGoogle
AI module: Follow-up Agent
Task:
Automatically reminds about open quotes or unanswered inquiries and drafts a follow-up message.
Output:
Follow-up draft (email) or reminder in the CRM.
Approval:
Sending the follow-up draft is approved by a staff member.
Privacy:
Processes contact and quote data; storage location is defined per project.

Customer Portal for Clubs & Associations

Go to industry

Digital membership application with e-signature

Problem: Membership applications arrive on paper, illegible and incomplete — and have to be retyped.

  • Online application signed on the phone
  • SEPA mandate within the application
  • Alternatively PDF or on-site

New members in minutes instead of weeks.

SEPAPDF

Member app & digital card

Problem: Information runs through five WhatsApp groups and nobody knows who’s currently a member.

  • Digital membership card
  • News, events & push messages
  • Fan shop & ticket sales

One channel for everyone — official and clear.

Push
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