- Products
- Custom Portals
Powerful portals — tailored to your processes.
Build secure, branded portals that digitise how clients, staff, or partners interact with your business - with structured forms, approvals, and data logic behind the scenes.
Framing the Need
Still relying on email chains, spreadsheets, or legacy portals that don’t fit your workflow? Exsited lets you deploy custom portals that mirror your actual business logic — approvals, data capture, PDFs, and all.
- Role-based access (e.g. client vs manager)
- Branded layout with custom fields
- Form-driven logic backed by real-time system data
What makes Exsited portals different
1. Multi-Role Access
Control who sees what — by user, company, or account level
2. Custom Form Builders
Create structured data capture flows with validations and conditional logic
3. PDF Generation
Output downloadable documents from submitted data (e.g. declarations, certifications)
4. Sub-Account Visibility
Parent-child portal setups with cross-account permissions
5. Approval Workflows
Route submissions through multi-step logic (e.g. manager → compliance → finance)
6. Embedded Actions
Trigger syncs, create records, or notify staff when portal forms are submitted
One order. One truth.
Whether you pick and pack in-house, use a fulfilment partner, or run a mix of both — Exsited helps you track it all without rekeying or manual juggling.
- Disconnected tools
- Fragmented inventory
- Fragile plugin stacks
Plays nicely with your stack
Exsited connects directly with Shopify, Amazon, Square, HubSpot, Xero, and more — so order creation, fulfilment, and invoicing all stay in sync across your systems.
