B2B customer portal: tickets, contracts, and invoices without extra licenses

The trust gap email cannot fix

Customers ask "Where is my fix?" and "Can I get last quarter's invoice?" Support forwards threads; finance searches inboxes. A portal puts authoritative status, SLA timers, signed contracts, and issued invoices on one login—without giving external users access to your internal board.

What customers see in the portal

• Support requests with status steppers and SLA countdowns visible before an engineer replies.
• Active contracts with line items, SLA policy name, and downloadable signed PDFs.
• Issued invoices with PDF export—same records finance uses internally.

How delivery teams stay in the loop

1. 1

   Convert to work

   Agents convert portal tickets to bugs or tasks on a project board with one click—customer context stays attached.

2. 2

   Resolve visibly

   When work closes on the board, update ticket status; customers see resolution in the portal without a separate email ping.