Solutions
A customer portal gives clients, partners or vendors one place to see their own data, submit what you need and get answers without emailing your team. Customer portal development at Automagic means client portal software with the onboarding, permissions and reporting already in it, hosted and maintained after launch.
Each account sees its own records and nothing else.
Forms, documents and reports with validation, routed to the right person.
New accounts set themselves up with an AI agent answering questions.
Portal data lands in your operations platform without re-keying.
Every status email, every emailed form and every spreadsheet you send to a partner is a request a self-service portal for customers can answer on its own. The portal shows each account only its own records, accepts submissions with validation, and routes them to the right person inside.
We have shipped a vendor portal for a multi-brand franchise group, a partner portal with tiered commissions and payouts, and a real estate portal for a development team. The pattern is the same: scoped access, structured submissions, and reporting on both sides.
Portals fail when people cannot get started. Automated onboarding walks each new account through setup, and an AI agent answers questions inside the portal, drawing on your own documentation. Your team sees only what needs a human.
As a custom portal development company, Automagic builds the portal on the same data model as your internal tools, so a submission on the partner side lands in the right place on your side without re-keying.
The portal runs in your branding on your domain. The Engine hosts it, keeps it current and adds features as your partner or client base grows, with support for every user around the clock.
Pillar
Build what the business needs. Custom software, portals, internal tools and SaaS.
See Automagic DevTrack
Fixed scope, fixed price, live in weeks. Then it's yours.
See The BuildTrack
Ongoing hosting, maintenance, improvements and growth programs.
See The EnginePackage
Your whole company, one login. Built from modules, run by us.
From $20K + managed
See Company HQPackage
Your website, search visibility and content, working around the clock.
From $15K + managed
See AI-Native Digital PresenceA customer portal serves people who buy from you: orders, invoices, support and documents. A partner or vendor portal serves people who work with you: applications, contracts, submissions, commissions or rebates. Both use scoped access and structured submissions.
Yes. The portal is built on a shared data model and connects to your CRM, finance and operations tools through their integrations, so submissions and status changes flow both ways without manual entry.
An AI agent answers questions inside the portal using your own documentation, and escalates anything it cannot resolve to your team. Automated onboarding handles setup for new accounts.
You do. It runs in your branding on your domain. Automagic hosts, maintains and extends it through The Engine, and there is no per-seat vendor license.
automagic.agency
Begin with a scoping session
