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ePortal Customer Service Edition

A customer communication channel & document flow management system in one.

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e
Developed by Banza
Industries
AutomotiveBankingRetailTelecommunication

  • Product description

    Introducing the e-Portal Customer Service Edition, a cutting-edge solution designed to streamline the electronic request and management of various documents. From natives and copies of historical documents to all kinds of archived records, this platform offers seamless access to a wide range of essential materials. 

    The e-Portal works in tandem with Creatio to deliver a comprehensive solution, with each platform handling distinct tasks:

     

    • Banza e-Portal: Case and application submission, along with real-time tracking
    • Creatio: Application processing, ensuring smooth workflow and document management

    The e-Portal Customer Service Edition is a versatile platform that caters to companies across all industries and government organizations, allowing them to set up and manage their own service catalog. Users can easily browse the catalog and submit applications for a wide range of services, knowing their requests will be processed promptly and efficiently. This ensures a streamlined experience for both businesses and customers, with the added benefit of secure, electronic document management. Whether it’s for personal documentation, certifications, or service requests, the portal offers a seamless, reliable solution for organizations and their users.

    Key features of the portal include a step-by-step system, custom design options, and low-cost scalability to accommodate a large number of users, making it an ideal choice for managing vast document archives efficiently and safely.

    Banza ePortal Customer Service Cover
    Industries
    AutomotiveBankingRetailTelecommunication
    Tasks
    Engage CustomersImprove Customer Communication
    Product types
    Applications

  • Installation

    Steps

    Step 01

    Tools to Install

     

    • Azure CLI
    • Kubectl
    • Terraform
    • Helm
    • PostgreSQL Client
    • OpenSSL
    Step 02

    Environment Configuration

     

    • Azure Access
    • Schema
    • Authenticate with Azure
    • Configure Deployment Parameters
    • Apply Terraform Script
    • Configure WAF Rules
    • Configure AKS kubeconfig
    • Connect Key Vault to Kubernetes
    • Add Domain Certificates
    • Register Domain in DNS
    • Deploy Grafana

    Product compatibility

    Product:
    Creatio Service
    Version:
    8.2
    DBMS:
    PostgreSQL
    Platform:
    .NET
    Deployment options:
    VM, docket, kubernetes. Either private cloud or on-premise

  • API

    REST API and GraphQL API are available

  • Pricing

    Basic
    $12200/year
    • Email/Pass authorization
    • Services Catalog management
    • Requests submission and status tracking
    • Connector to Creatio Service*
    • System Logging & Monitoring
    Get started

    *If you haven’t got Creatio Service yet, you might also need to buy an additional license.

    Plus
    $15500/year
    • Basic package
    • Google ID, Apple ID, Facebook ID, Telegram ID authorization
    • Content management
    Get started
    Enterprise
    $24200/year
    • Plus package
    • LDAP authorization
    • Banza AI Assistant
    • Role-Based Access Control (RBAC)
    Get started

    Pricing FAQs

    • How is the pricing for the Banza e-Portal Customer Service Edition structured?
      The pricing is based on the selected features, level of customization, deployment type, and integration requirements. If additional requirements exist beyond the standard framework, they will be documented in a Functional Specification Document (FSD), which impacts the final cost.
    • Is there a standard pricing package, or is it fully customized?
      There is no fixed standard pricing, as each implementation is tailored to the client’s needs. However, we offer base packages that include essential portal functionalities, with additional costs for custom features and integrations.
    • What factors influence the final cost?
      The total cost depends on: The number of features included from the e-Portal Customer Service Edition Custom development beyond the existing framework UI/UX customization (light theming vs. full redesign) Deployment method (on-premises, cloud, or hybrid) Third-party integrations (CRM, ERP, external systems) Support and maintenance services
    • Are there additional costs for support and maintenance?
      Yes, support and maintenance packages are available as separate services. These can include: Regular updates and security patches Technical support and issue resolution Feature enhancements based on business needs
    • Do you offer a free trial or demo?
      We provide a demo version upon request, showcasing the portal's capabilities. However, a fully functional trial may require an FSD-based setup, which incurs costs.
    • What are the costs associated with integrating Creatio?
      Creatio integration is available out of the box.
    • How can I get a detailed quote?
      To receive a quote, we conduct a requirement assessment and determine if any additional features beyond the framework require an FSD. Contact our team to schedule a consultation and get a customized pricing estimate.
    • Do I need a separate Creatio Service license to use the portal?
      If you do not already have a Creatio Service license, you may need to purchase one separately. The cost depends on the number of users who will be processing service requests, with a minimum price starting at 10,000 EUR for a team of 12 users. The exact pricing for Creatio can be found at this link https://www.creatio.com/products/pricing

  • Support

    Banza
    Slovak Republic, Ventúrska 277/16, 811 01 Bratislava-Staré Mesto
    supportmpl@banzait.com Contact sales

Problems our solution solves

Key pain points and challenges business faces and our solution solves:

  • Inefficient Customer Request Management.
    Many organizations struggle with handling customer inquiries and service requests efficiently, leading to slow response times and poor customer satisfaction.
    Solution: The e-Portal Customer Service Edition centralizes service requests, automated workflows, and provides real-time tracking to ensure timely resolution.
  • Lack of Self-Service Options for Customers.
    Customers often have to rely on direct support channels for simple inquiries, increasing workload for support teams and causing delays.
    Solution: The portal offers a self-service knowledge base, online chat, and AI-powered assistance, reducing dependency on human agents.
  • Fragmented Communication Between Customers and Support Teams.
    Businesses using multiple disconnected tools for communication and issue tracking face inefficiencies and miscommunication.
    Solution: Our platform integrates with Creatio Service, ensuring seamless interaction, tracking, and resolution of customer requests across multiple channels.

Use cases

01

Customer Service Request Handling

02

Employee Service Request Handling

03

Self-Service Knowledge Base Access

04

Integration with Creatio for Case Management

05

Multi-Channel Customer Communication

06

Role-Based Access for Customer Service Teams

07

Service Request Tracking and Reporting

08

Application Submissions

09

Certification Requests

10

Documents Archive Requests

11

Documents Verification Requests

K
E
Y
F

Key features

No Limitations on the End-User Number

Ability to Customise Portal UI/UX (Light Theming or Full Redesign)

Self-Registration and Registration Approval Processes

Ability to Integrate with 3rd Party Solutions, Including but Not Limited to Payment Gateways

Initiating and Tracking the Statuses of Requests

SLA Management

No-Code Creatio Case Processing Workflow Designer

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What is an E-Portal?

E-portal is a digital access point through which the client interacts with the company. They do not fill out paper forms, do not wait for a response to an email, and do not call support.

What is eportal from BanzaIT? It is a platform that can work independently or be connected to Creatio. It helps the user submit an application, receive a document, and track the status of the request. Everything happens through one convenient interface. The system is suitable for companies that need to provide customers with fast and clear service.

Features of BanzaIT’s ePortal Customer Service Edition

ePortal Customer Service Edition from Banza solves service problems in companies with a high load.

  1. Real-time tracking of requests.
  2. Authorization via e-mail, social networks, corporate accounts.
  3. Customizable interface.
  4. Integration with Creatio.
  5. Connection of external services, including payment services.
  6. Registration and verification without operator participation.
  7. SLA management.
  8. No-code process setup.
  9. Unlimited scalability.

Supports various industries: banks, retail, telecom. The portal works equally well with thousands of requests per day and with individual load.

Benefits of Using an E-Portal for Customer Service

Using an e-portal reduces the load on support and speeds up the response to requests.

  • Requests are not lost.
  • Customers see at what stage their question is.
  • Fewer phone calls.
  • Chat, knowledge base and AI are available around the clock.
  • Convenient work with documents
  • Integration with other systems.

Employees focus on complex tasks. All typical tasks are closed through the portal.

How E-Portals Improve Customer Experience

The portal works logically – the client goes to the site, selects the desired service and fills out an application. After that, he can track at what stage the processing is. If necessary, he connects online chat or uses the knowledge base. All documents are stored and transmitted electronically.

For companies, this means control over the process and analytics for all requests. For the client, this means convenience and predictability. Thanks to integration with Creatio, the system works smoothly and quickly.

Why Choose BanzaIT E-Portal Customer Service Edition

The solution from BanazaIT is a system built on practical experience and integration with Creatio. The company offers a solution tested in 21 countries and adapted for 1,700+ businesses.

The choice in favor of BanzaIT is justified:

  1. Support for the no-code approach – any settings without developers.
  2. Possibility of integration with payment gateways, LDAP, Google/Apple ID.
  3. A powerful UX and interface editor with options from a light theme to full customization.
  4. Flexible packages – from the basic version to Enterprise with an AI assistant.
  5. Real scalability – from a local office to an international structure.
  6. Quick installation using Helm, Terraform, PostgreSQL and AKS.

The company provides consultations at all stages and helps launch the portal without unnecessary stress. E-Portal is a results-driven tool within the BanzaIT ecosystem.