Customer portal

Your client sees
what you see.

Share the account scorecard directly with your client. Same data, same drivers, mutual visibility. Branded with both your logo and theirs. Transparency builds trust. Joint action plans create accountability on both sides.

Unlimited accounts · No credit card · ISO 27001 Certified
What the portal gives your client

One shared workspace. No email threads.

Your client gets secure, branded access to their own health scorecard, QBR history, and joint action plans. No PowerPoint attachments. No chasing for updates.

Live health scorecard
Your client sees the same weighted score you see. Every driver, every weight, explained. No surprises at the QBR. They understand exactly what moves the number.
QBR history & records
Every QBR is recorded, structured, and visible to your client in the portal. Review what was agreed, what was delivered, and what’s outstanding — shared memory, not email archaeology.
Joint action plans
Actions agreed in the QBR appear with owners, milestones, and due dates. Your client sees which actions are on your side and which are on theirs. No ambiguity.
Feedback & NPS submission
Your client submits feedback and NPS ratings directly in the portal. Structured, timestamped, and automatically fed into the account score. No separate survey tool needed.
Multi-stakeholder access
Invite as many contacts from your client’s organisation as needed — across any department or seniority level. Each person gets the view you configure for their role.
Branded for both sides
The portal carries your logo and your client’s logo. It looks like a shared workspace, not a vendor tool. GDPR compliant. ISO 27001 certified. Data hosted in AWS EU Paris.
Why transparency wins renewals

When your client sees the score, they trust the relationship.

Most account health tools are internal-only. EvaluationsHub is built to be shared. Transparency at the account level changes the dynamic at the renewal.

Retention

No surprises at the renewal conversation

Your client has seen the score every month. They know what was declining and what was done about it. The renewal is a continuation of a conversation, not a cold pitch to re-win the business.

Trust

Procurement teams respect the transparency

Procurement asks “how do you measure your own performance?” You open the portal. Every metric, every weight, every action plan — documented, auditable, and ready for the procurement review.

Accountability

Joint action plans close the loop

When actions appear in a shared portal with owners and due dates on both sides, they get done. Mutual accountability beats email follow-up every time.

Expansion

The portal surfaces expansion conversations

A client who logs in monthly builds the habit of thinking about the relationship. Whitespace, new service lines, and cross-sell discussions start earlier when the client is already engaged.

Access control

You decide what each person sees.

Configure access per contact, per department, per seniority level. The portal adapts to your client’s org structure — not the other way around.

Fully configurable per contact

Each person you invite can see a different view of the portal — defined by you. Executives, procurement leads, operations contacts, finance stakeholders — any department, any level. No fixed roles, no fixed views. You configure what each person can access.

Per-contact configurationAny departmentAny seniority levelRole-based permissionsNo fixed views

Your client. Your scorecard. Shared.

21-day pilot, unlimited accounts. Invite your first client contact during onboarding. No credit card required.

Unlimited accounts. No credit card. Cancel anytime. ISO 27001 certified. GDPR compliant. EU hosted in Paris.