Client Portal Template
Keep track of all your clients, projects, and status in one place. Let your clients view and update their data and manage projects in real-time with this awesome customer portal template.
Features and functionality
A powerful client portal template for an agency to keep track of all the clients, projects, and status in one place.
Different access levels
Login for clients, managers, and team members.
Search and filtering functionality
All client portal users can easily find the entries they need through search and filtering.
Create new projects and tasks
Users with relevant access level can create tasks for a particular project.
Team directory
A separate section for presenting all your team members.
Conditional visibility rules
You can apply visibility rules, so that each user sees a specific set of pages and entries based on his/her position or other parameters.
Pay and download invoices
Clients can can make payments (e.g. via Stripe integration) and download their invoices immediately.
Responsive design
A fully responsive design, allowing each user to access the system from any device.
Template Gallery
Secure and Customizable portal
Keep all your data in Airtable or Google Sheets, build an awesome interface, and wow your customers with a client portal on a budget.
The right data to the right users
Softr granular permissions controls ensure only designated users view and edit the right information in your portal, while everything is securely stored in your database. Give each client the view and the permissions they need!
FAQ
If you’re building a client or customer portal for your business, it should be tailored to your specific needs and workflows. However, here are some common features that are usually included in client portals: - Dashboards with real-time updates - Communication tools such as live chat, commenting, etc. - Possibility to customize the look and feel of the portal to apply your company branding - A knowledge base to address some common questions on using the portal - Option to store and download files - Analytics and reporting
To start with a client portal, you first need to define what information is going to be shared and with whom. Moreover, it’s important to understand what viewing and editing permissions the users are going to have (both from your company and on the client side). As soon as you have these aspects covered, it’s time to actually start building. If you decide to go with Softr, you’ll just need to select our Client Portal template and start customizing the mock data. Due to Softr’s easy of use and shallow learning curve, you should be able to launch within a few days if not hours.
For client portals, security is a key concern, and many businesses avoid keeping their data in the cloud and prefer hosting their client portals on-premises. However, Softr takes security seriously and applies best practices such as server-side authentication, AWS storage, and more to make sure your data is safe.
As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).
All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full Memberships access.
Making internal business processes more efficient with Softr
I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr.
