Melta
Examples
Build a customer portal with Melta
For businesses, law firms, agencies, consultants and freelancers whose clients keep asking the same questions: where is my order, where is that document, when is the appointment. You describe what your clients should see after signing in. Melta builds the portal, puts it online and runs it.
What a product like this can do
A customer portal is a protected area where each client sees exactly what belongs to them: one place to look up the current state instead of emails with attachments and follow-up calls. Which modules your portal gets is set in the concept; these are the typical ones:
Order or project status
Every order has a state: accepted, in progress, waiting for feedback, completed. Your client sees it at sign-in, without asking.
Documents
Quotes, reports, plans, protocols: you provide them in the portal, the client downloads them. New documents are announced by email.
Messages
Questions and answers about an order stay with the order instead of sinking into an inbox. Both sides see the history.
Appointments
Upcoming appointments with date, place and contact person. Confirmations and reminders go out automatically by email.
Invoices
Invoices and receipts sit as PDFs in the client's account. If your portal sells access or an extra service, the client pays right inside it.
Forms
Order details, feedback, approvals: the client fills in what you need, and the answers reach you structured instead of buried in an email.
Roles for your team
Staff see all clients and maintain status, documents and appointments. A client sees only their own data.
How Melta builds it
The path from the first sentence to a running portal:
- Describe - You say in your own words who signs in, what that person should see and what your team maintains. Melta asks up to four clarifying questions, none of them technical.
- Read the concept - From that comes a concept in plain language: pages, roles, workflows, notifications. You change it by chat until it fits.
- Have it built - When you confirm, the build starts, paid from the credits of your plan. Melta builds the whole portal: interface, logic, accounts, database, emails and legal pages, typically within 24 hours. You get an email when it is done.
- Check it with test logins - The private preview comes seeded with demo data and named test logins. You sign in as a client and see the portal from their side, then as a staff member and update an order.
- Go live - Before going live, Melta checks that your operator details for the imprint are complete. Going live takes seconds, no rebuild needed. You choose which preview data to carry over and can roll back to the previous live version.
- Change by chat - From then on every change is a message to your product's editor: "show the status in colour too" or "add an appointment overview". You watch it work, can step in, and the preview updates live. Change runs are included in every plan.
Two example products that point in this direction
A customer portal is not among Melta's example products yet. Two of them show how the building blocks of a portal are put in place. ÜbergabeFix guides landlord and tenant through the same apartment handover, with roles for both sides and a PDF report at the end. AbnahmeBlitz creates acceptance protocols on site that the client receives. Documents per client, different roles, approvals and receipts by email: a portal needs exactly that.
See the example product ÜbergabeFix - See the example product AbnahmeBlitz
What comes with it
Every product includes what a portal needs in operation: accounts with registration, password reset and email confirmation; payments for one-time purchases and subscriptions if your portal sells something, with payouts to your bank account; transactional email under your product's name, with attachments such as PDF receipts; a melta.ai subdomain and, from the Growth plan, your own domain; imprint, privacy policy and terms generated from your operator details, editable without a rebuild and aimed at Switzerland, Germany and Austria (general information, not legal advice); analytics without cookies; a support inbox where your clients' replies land and are sorted automatically; error monitoring; protection against spam on logins and forms. Hosting runs on a globally distributed network, each product with its own database. There is no maintenance contract, because operation is part of the plan.
You own what runs.
What it costs
A concept uses only a few credits; afterwards your product runs on a plan per organisation with credits every month. All numbers and how the price is made up are on the pricing page.
Common questions
Has Melta already built a customer portal?
A customer portal is not among the example products yet. The closest are ÜbergabeFix, where landlord and tenant see the same handover, and AbnahmeBlitz with acceptance protocols for clients. Both show how Melta handles roles, documents and approvals.
Do my clients only see their own data?
Yes. Every client has their own account and sees only what belongs to them. Your staff get a separate role that lets them see and manage all clients. Which roles exist is written down in the concept.
Can I test the portal before clients see it?
Yes. The private preview comes seeded with demo data and named test logins, for example a client account and a staff account. You sign in with both and walk through the flow. The portal is only reachable for your clients once you go live.
How does a new feature get added later?
As a chat message to your product's editor, for example: add an appointment overview. You watch the change take shape, the preview updates live, and you put it live when it is right. Change runs are included in every plan.
Does my customer portal have to sell anything?
No. The share of sales applies only when your product sells something. A portal that only informs and provides documents pays the plan and its credits, nothing else. If you later want to offer paid access or an extra service, the checkout is added by chat.
Describe what your clients should see after they sign in. Melta does the rest.
A concept uses only a few credits. The portal is built, put online and run once you approve it.
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