Portals & Member Platforms
Portals for customers, members, employees, and partners.
Cass & York builds secure platforms that give people access to the information, tools, and workflows they need in one place.
We design customer portals, member platforms, provider systems, employee intranets, and partner experiences that connect directly to the systems behind the organization.
What we build
One place for the people your organization serves.
01
Customer Portals
Give customers a place to manage accounts, access documents, submit requests, track activity, make payments, and interact with your organization.
- +Account management
- +Service requests
- +Billing and payments
- +Documents
- +Status tracking
- +Forms
- +Notifications
- +Support workflows
- +CRM integration
02
Member & Association Platforms
Create a central experience for members to manage profiles, access resources, renew memberships, discover other members, and interact with programs or services.
- +Member profiles
- +Membership status
- +Renewals
- +Resource libraries
- +Directories
- +Events
- +Payments
- +Restricted content
- +Search
- +CRM synchronization
03
Employee Intranets
Build internal platforms for organizations that need more than a shared folder or collection of disconnected tools.
- +Internal resources
- +Staff directories
- +Policies and procedures
- +Department content
- +Forms
- +Document libraries
- +Announcements
- +Search
- +Restricted access
- +Internal workflows
04
Provider & Partner Platforms
Support providers, vendors, partners, or distributed organizations with structured profiles and operational workflows.
- +Provider records
- +Partner onboarding
- +Document submission
- +Profile management
- +Search
- +Status workflows
- +Administrative review
- +Reporting
- +Integration with internal systems
Authentication & permissions
The right access for the right user.
Portal projects often require more than a simple login. We can design access around the people, organizations, and responsibilities in your operation.
- +Role-based access
- +Multiple user types
- +Organization-level accounts
- +Administrative roles
- +OAuth
- +SSO
- +Passwordless authentication
- +Invite workflows
- +Account provisioning
- +Approval workflows
- +Restricted content
- +Audit history
Integrations
The portal should reflect the systems behind it.
We connect portals to the systems that already hold operational data so users can interact with the real business instead of a separate, disconnected application.
- +CRM platforms
- +ERP systems
- +Accounting software
- +Membership platforms
- +Payment systems
- +Internal databases
- +Document systems
- +Scheduling tools
- +Marketing platforms
- +Custom APIs
Selected work
Platforms built around real organizations
Vintel
Customer onboarding, provisioning, and account operations.
A B2B portal with authentication, onboarding, customer dashboards, automated provisioning, administrative tooling, and Zoho CRM and Inventory integration. The broader platform also included billing, ecommerce, signup, synchronization, and operational workflows.
Customer portal · Authentication · Onboarding · Provisioning · CRM integration · Admin tooling · Billing workflows
View Project →CBHN
Provider management and public discovery.
An authenticated provider-management platform paired with a public directory. The system supported provider records, services, bulk updates, file workflows, search, maps, and API-backed data.
Provider platform · Profiles · Search · API integration · Maps · Administrative workflows
View Project →Taste the Local Difference
Partner platform and directory ecosystem.
Technology supporting a large partner ecosystem, including structured partner records, directory experiences, maps, synchronization, subscriptions, orders, and administrative tooling.
Partner management · Directory · Data synchronization · Search · Maps · Administrative tools
View Project →Typical architecture
A useful experience, connected to the operation.
01
User
02
Portal
03
Authentication & Permissions
04
Workflow / Business Logic
05
CRM · ERP · Payments · Database · APIs
06
Administration & Reporting
When a portal makes sense
Give people direct access without creating another data silo.
- +Customers repeatedly contact staff for information they could access directly
- +Members need access to personalized resources or records
- +Staff manage external users through spreadsheets or email
- +Different user groups require different levels of access
- +A CRM contains useful data but does not provide a usable customer experience
- +Customers or partners need to submit information into operational systems
- +The organization has multiple disconnected digital experiences
Start a conversation
Planning a customer, member, or internal portal?
Tell us who needs access, what they need to accomplish, and which systems currently hold the information.
Discuss a Portal Project