Portals
Customer & Agent Portals
Secure portals where agents work their allocated inventory and customers see their own properties, statements and documents.
View solutionWebsite & Portal Development
Websites and portals connected to your ERP
Your website and portals should feed the ERP, not sit beside it. We build Odoo websites and self-service portals that capture leads, publish live inventory and let users act on their own records.
The business challenge
Why organisations come to us
Disconnected websites and portals create manual work and give customers outdated information.
- Website enquiries arrive by email and are lost or answered late.
- Customers phone to ask for statements, invoices or document copies.
- Agents need current availability but cannot access the ERP.
- Vendors send registration documents by email with no tracking.
- Employees ask HR for payslips, letters and leave balances.
What we provide
Scope of the service
01
Corporate websites
Responsive, SEO-structured Odoo websites with forms that create CRM leads.
02
Property catalogues
Public listings of published units with filters, galleries and enquiry forms.
03
Customer portals
Secure access to assigned properties, statements, documents and invoices.
04
Agent portals
Allocated inventory, sales offers and booking requests for external agents.
05
Vendor portals
Supplier self-registration with document upload and approval tracking.
06
Employee self-service
Payslips, advances, loans and expense submission for employees.
Capabilities
Technical and functional capabilities
- Odoo Website, QWeb and website editor compatibility
- Portal access rules scoped to the signed-in user
- CRM lead creation with UTM attribution
- Server-side validation and anti-spam measures
- PDF downloads such as brochures and statements
- Responsive layouts for mobile users
Relevant Odoo applications
- Website
- Portal
- CRM
- Sales
- Accounting
- Employees
We work with Odoo Community and Odoo Enterprise and advise on the implications of each.
Our approach
How we deliver this service
-
01
Plan
Define audiences, journeys and the data each user may see.
-
02
Design
Page structure, content and visual design.
-
03
Build
Templates, controllers and portal access rules.
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04
Secure
Test access boundaries and form handling.
-
05
Launch
SEO checks, analytics and go-live.
Benefits
What your business gains
More qualified leads
Enquiries arrive in CRM with context.
Self-service
Customers, agents and staff find answers themselves.
Accurate information
Pages show live ERP data.
Lower support load
Fewer routine requests to your team.
Related work
Solutions and case studies
Portals
Employee Self-Service Portal
Payslips, advances, loans, expenses and HR policies available to employees through a secure portal.
View solution
Purchase
Vendor Onboarding & Compliance
Supplier self-registration, mandatory documents with expiry monitoring, multi-department review and controlled bank-detail changes.
View solution
Client delivery
Property Rental & Maintenance ERP from SRS
A rental and maintenance solution implemented from a written software requirements specification, with a public rental website feeding CRM.
- Odoo 19
- Python
- QWeb
FAQ
Frequently asked questions
No. Portal pages are built on record-level rules so each user sees only records linked to them.
Yes. Odoo websites can be edited in the website builder, within the structure we design.
Discuss your Website & Portal Development project
Share a few details and a consultant will respond with next steps.
Let's talk
Need an Odoo solution tailored to your business?
Let's discuss your requirements, your current systems and what you want to achieve.