Web services for processes that no longer fit in a spreadsheet

We build client portals, partner portals and internal web services where people see statuses, documents, actions and data in one interface.

Discuss your task See the Aivex approach

Why this task comes up

As a process grows, message threads and spreadsheets stop being enough. Clients ask about statuses, managers hunt for documents, staff update data by hand, and the history of what happened scatters across chats, the CRM and files. A web service is needed when the process has to become visible, repeatable and comfortable to work with.

When to get in touch

  • Clients or partners keep asking about statuses by hand.
  • Documents, requests and the history of actions live in different places.
  • Staff spend time on the same answers and forwarding the same files.
  • You need roles, permissions, personal accounts or an admin panel.
  • The spreadsheet no longer holds the volume, the permissions or the change history.
  • The internal process exists but has never been shaped into a product.

What Aivex does

Aivex designs a web service as the working interface of a process: who signs in, what they see, which actions they take, which statuses change and which data moves on. Development is only half of it — the scenario matters just as much, so that the user understands what is happening and what is expected of them.

  • portals for clients, partners or staff
  • roles, permissions and authentication
  • requests, statuses, action history
  • documents, files and notifications
  • an admin panel and content management
  • backend logic and APIs
  • integrations with CRM, databases and external systems
  • error states, empty states and support scenarios

How we work

  1. We describe the people involved in the process and their roles.

  2. We define the key scenarios: what the user has to get done in the portal.

  3. We design the UX, statuses, data, notifications and access rights.

  4. We build the frontend, the backend, the admin panel and the integrations.

  5. We test the scenarios and prepare the service for real use.

What the client gets

  • one entry point for clients, partners or the team
  • fewer manual follow-ups and forwarded messages
  • clear statuses and a history of what happened
  • control over access and roles
  • a base for further automation and analytics

What it looks like in practice

A service company replaced part of its email and messenger traffic with a client portal: requests, statuses, documents and action history became available in one place. Clients gained transparency, managers got fewer repeat questions.

Frequently asked questions

Can we start with an MVP?

Yes. The first version is usually built around a single key scenario: a request, a status, a document, a notification or the client portal itself.

Do we need a CRM integration?

Not always, but it often matters. If the portal deals with requests or clients, the data is better kept in sync with the CRM or an internal system.

Can roles and permissions be added later?

They can, but it is better to lay down the role model at the start so the architecture does not have to be rebuilt after launch.

Show us the task you need solved

Describe where you are now: what you have today, where the team loses time, which systems you use and what result you need. We will suggest the next step — discovery, an MVP, an improvement or a roadmap.

Discuss your task