Personal accounts come in the following types:
Personal Account for eCommerce Clients:
For Businesses: Provides direct interaction with clients, enhancing scalability through automated purchasing and delivery processes.
For Clients: Improves convenience, leading to increased loyalty and order volume.
For Service Providers:
Digitalizes client interactions, allowing status tracking, communication with support, and participation in marketing campaigns.
For Dealer and Representative Interaction:
Automates and accelerates processes between clients and companies, potentially including online ordering, current pricing and stock, document management, lead exchange, and marketing materials.
For B2B Clients:
Automates internal processes through web applications, enhancing business efficiency.
For Government Sector:
Provides citizens with access to public information and facilitates interactions with government agencies.
For Patients of Medical and Veterinary Clinics:
Includes features like appointment scheduling, maintaining medical records, receiving test results, paying for services, and requesting doctor visits.
For Utility Consumers:
Offers capabilities for reporting consumption, payment details, account balance, document management, and price statistics.
For Educational Sector:
Useful for online education programs, language training companies, and private schools.
Cases in which a personal account is required:
Online Store:
A personal account is essential, allowing users to reserve items in their cart, use account-linked discounts, expedite purchases with pre-filled order details, view purchase history, and track current orders.
Online Portal:
Since most users will access the site via mobile devices, focus on mobile-first design, responsive layout, and extensive testing across different devices and browsers using specialized software
Company Website:
Corporate sites often provide different access levels for regular users, employees, and administrators. Personal accounts help manage these access rights.
The personal account can be hosted on a separate subdomain (e.g., lk.site.com) and linked to the main site with a “Login to Account” link. This setup allows the personal account and main site to use different technologies while exchanging data via APIs. Possible authorization methods include:
Social media login
Phone number (for more accurate identification)
Two-factor authentication via SMS or call
Registration with BankID or MobileID for identity verification
Implementing an electronic document management system minimizes time spent on document processing. You can print documents or send them to partners directly from the personal account.
Document set: contracts, invoices, waybills, acts
Ability to print reconciliation acts
Document signing with an electronic signature (E-Signature)
Display of balance and outstanding debts
A support module in the personal account may include an online chat or ticketing system for client interaction with consultants, saving time for clients and simplifying support operations.
Personal manager
Communication at convenient times for clients
History of correspondence
Based on our extensive experience, we recommend focusing on the following key features during development:
Authorization form supporting various user types.
Personalized loyalty program with information on discounts, promotions, and other benefits.
Interaction history with clients and partners.
Section for personal user data.
Electronic document management with invoice issuance, act creation, and other document operations.
Online chat or feedback form with company representatives.
The cost of development in D4CRM varies based on factors affecting project complexity. To accurately determine the required resources, please fill out the brief with all necessary information.
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