GDPR compliant, DATEV integration, 24/7 availability
Direct answers. Satisfied customers. No waiting time.
Self-service platforms that delight your customers and reduce your team's workload. From client portals for law firms to booking systems for service providers to customer portals with document access – we create digital touchpoints that strengthen customer loyalty and are available 24/7.
Why choose IDENTIC for your customer portal?
Modern technologies, secure architecture and DATEV integration for your digital success.
No More Paperwork
Digital document storage, electronic signatures, automated workflows - your customers handle everything online.
GDPR-Compliant Data Storage
Legally secure customer communication and document management - encrypted, audit-proof, auditable.
DATEV & CRM Integration
Seamless integration with existing systems - DATEV for law firms, CRM for service providers, ERP for production.
Up to 50% Funding
Customer portals are funded - we know the programs (BAFA, Digital Jetzt) and support with applications.
Ready for use in a few weeks
Fast implementation with clear milestones - from SaaS portal to custom portal.
Self-Service with AI Support
Customers find answers themselves - intelligent chatbots, knowledge base, automatic ticket creation.
Portal Packages That Grow with Your Business
From simple self-service solutions to complex enterprise portals with DATEV integration and multi-tenant capability – each package can be customized to your requirements. GDPR compliant, live in 4-12 weeks. Contact us for your personal portal offer.
Basic
The perfect start
6,000 € - 12,000 €
Get started with:
- Up to 100 users
ideal for small teams
- Login & authentication
secure customer access
- 100% GDPR compliant
encrypted and audit-proof
- Document storage
share files securely
- 4-6 weeks delivery
ready to use quickly
Growth
Most popular
Growth without limits
10,000 € - 100,000 €
Everything from the Basic Plan, plus:
- Up to 500 users
scales with your growth
- DATEV integration
seamless integration
- Electronic signature
legally binding signatures
- CRM & ERP integration
Salesforce, HubSpot, SAP
- 2-3 months delivery
for complex requirements
Scale
Enterprise Power
from 80,000 €
Everything from the Growth Plan, plus:
- Unlimited users
no limits, full control
- Multi-tenant capability
multiple tenants/locations
- SSO & MFA
enterprise security
- 24/7 enterprise support
SLA guaranteed
- 4-6 months delivery
for enterprise projects
Plan comparison
Choose the right plan for your project
| Feature | Basic The perfect start | Growth Growth without limits | Scale Enterprise Power |
|---|---|---|---|
| Authentication & Access Control | |||
Login system | |||
Authentication | Multi-factor authentication (MFA) | ||
User management | Role-Based Access | Permission-Based Access | |
Approval processes | Manager approvals | Multi-stage | |
SSO (Single Sign-On) | SAML, OAuth2 | ||
Audit logging | |||
| Communication & Messaging | |||
Notifications | Email | Email, text message, push notification | Multi-channel |
Reminders | Email/text message before appointment | Advanced | Intelligent |
Escalation management | Manually | Automatic | |
SLA tracking | For customer enquiries | ||
| Portal Structure & Architecture | |||
Portal architecture | Template-based | Custom development | Custom development |
User count | Up to 100 users | Up to 500 users | Unlimited |
Multilingualism | |||
Multi currency | |||
Multi-tenant capability | Multiple tenants | ||
| Document Management | |||
Search function | + Semantic-Search | ||
Versioning | |||
Approval workflows | Basic | Multi-stage | |
Electronic signature | |||
| Integration (DATEV, CRM, ERP) | |||
Email integration | |||
DATEV integration | |||
ERP systems | SAP, Lexware (3) | SAP S/4HANA, Oracle | |
CRM systems | Salesforce, HubSpot | Enterprise CRM | |
| Self-Service Features | |||
Profile Management | |||
Appointment booking | |||
Price lists | Customer specific | + Negotiated prices | |
Orders | Product catalog | Order-to-cash | |
Order history | + Tracking | + Real-time status | |
Invoices & payments | Overview & download | + Payment integration | |
Quota management | Budgets & Limits | + Auto reorder | |
Complaints management | + RMA process | ||
| AI & Workflows | |||
|---|---|---|---|
AI Chat & Communication | AI-powered chat | Messenger + Voice AI | Multimodal AI (Text, Voice, Vision) |
RAG / Knowledge Base | Up to 100 pages | Up to 10,000 documents | Millions of documents |
AI Automation | Simple workflows | AI-powered processes | Autonomous AI agents |
Automated Emails | For documents | Order confirmations | Fully configurable |
| Hosting & Infrastructure | |||
|---|---|---|---|
Hosting model | Cloud (EU) | Cloud (EU) | Flexible architecture |
Requests per day | Up to 1,000 | Up to 10,000 | Unlimited |
Backups | daily | hourly | + disaster recovery |
Optimized Availability | Throughout Germany | Throughout Europe | Globally |
| Support & Onboarding | |||
Documentation | Fundamentals | Written manual | + video tutorials |
Communication | By telephone | + regular meetings | |
Maintenance & Updates | regularly | regularly | individually |
Training | on demand | complete | + change management |
| Security & Compliance | |||
Encryption | |||
GDPR | |||
Firewall | + DDoS protection | + Web Application Firewall | |
Authentication | + 2FA/MFA | + SSO (SAML, OAuth) | |
Audit logs | |||
Certifications | e.g. ISO 27001 | ||
Penetration Testing | annually | ||
Ready for your customer portal?
Schedule a free consultation now. We'll show you how to save time, reduce costs and delight your customers with a customer portal.
Schedule consultation now