Custom Client Portals

Client portals are the indispensable glue that binds businesses and customers together. With Betty Blocks, you can build a custom client portal, design your own branded interface without code, offer faster client onboarding, and make existing CRM software accessible to external users. Foster direct communication with your clientele and say goodbye to spreadsheets and email chains.

Use low-code to build custom client portals on top of existing software:

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Seamlessly customize portal designs and landing pages with our Theme Builder

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Equip project management software with secure portal collaboration features

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Simplify onboarding of new customers with self-service file sharing support

Custom client portals made simple with Betty Blocks

The Betty Blocks low-code platform gives users the flexibility to create any type of portal software without the need for extensive code. This makes it the perfect tool for building secure web apps through which your clientele can access gated content such as personal dashboards, shared documents, educational resources, and more. Be free in how you design user interfaces and define workflows according to your business needs.

Designing a portal

Use the drag-and-drop page builder to add the desired fields, features, and components without a single line of code.

Embed workflows

Seamlessly create intuitive user login flows, custom notification triggers, and automated task scheduling based on your criteria.

Account information

Personalize account creation and user settings to match your customers' needs. Add extra fields for billing, reporting, and deals.

Communication tools

Centralize client communication with an all-in-one platform containing tickets and resources.

Knowledge bases

Give customers access to tailored knowledge bases that align with your services and products.

Define portal access

Allow admins to segment users based on roles and permissions for unparalleled security.

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Customer portal features and functionalities to add

Every customer portal demands robust features, whether you are a small business or an enterprise conglomerate. With Betty Blocks, you add the features you actually want from a fully customized client portal. Here are just a few examples: 

  • Client onboarding flows: Personalize the client environment with custom landing pages. Give your new customers a head start with instant access to essential resources, training materials, dashboards, and more.
  • Account management: Allow clients to create and customize their own user accounts with profile pictures, department information, and contact details. 
  • Secure file sharing: Enable secure file management services between your business and customers. Section off resources according to permissions, departments, or other criteria. 
  • Project management: Collaborate with clients on projects the way you see fit. Integrate your portal with Airtable or Monday to keep track of important projects and deadlines. 
  • Payments and invoices: Create an integrated payment platform where clients can keep track of their invoices and service subscriptions. 
  • Custom CMS integration: Add a custom portal to give clients secure access to popular CMS software such as WordPress, Wix, and Shopify. 
  • All-in-one CRM: Extend your CRM system with a carefully crafted portal to extend access to external users without compromising on security. Set user access rights and permissions with our extensive governance features
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Why do businesses need a custom client portal? 

While off-the-shelf portal software offers a quick solution, it doesn’t do a good job of impressing clients like a custom-branded portal does. Since portals are the means to give secure access to, often, sensitive information such as inventories, billing information, reports, and more, it is crucial to inspire confidence in external partners when using a client portal.

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Branded UI and a familiar client environment

Thanks to the Theme Builder component, Betty Blocks allows you to seamlessly add custom branding and internal style guides to your portal design. This ensures that they collaborate in a familiar environment, fostering trust and a better relationship with your business. 

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Unlock customer self-service on a whole new level

Unlocking self-service gives clients the autonomy that they expect from modern businesses.  Use our drag-and-drop Action Builder to create intuitive workflows for your users. This allows customers to log, edit, and update their business information without having to contact you directly. 

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Create a secure portal for uploading documents

Enable secure file sharing between your business and customers directly from the client portal environment. Need clients to be able to sign documents on the spot? No worries. Just integrate the DocuSign API with your customer portal and receive real-time updates on pending and active contracts. 

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Consolidate client management efforts

Build a solid resource database for your clients to help them get the hang of your services and products faster or troubleshoot their own problems without your in-house support needing to step in. Create personalized login flows to allow clients to create their own accounts using SSO and enable self-service password recovery.

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FAQ about building client and customer portals

What is a client portal?

A client portal is a secure digital gateway where organizations can share assets such as files, reports, contracts, and other resources. Moreover, client portals are used to offer extra services and direct communication between businesses and customers, increasing client satisfaction.

Is a client portal the same as a B2C portal?

Not necessarily. A client portal is the generic term for a secure gateway where external users can access internal resources. When a business creates a portal for its customers, it is a B2C portal. However, when a business creates a portal for the purpose of collaborating with other businesses, it is called a B2B portal. Curious which portal use case aligns with your needs? Schedule a personalized demo with us today!

Can I create a client portal for WordPress with low-code?

Yes, of course! A custom client portal made with low-code can be integrated with any CMS, such as WordPress, Drupal, or Wix. Simply create a Remote Model that connects with your backend API authentication to integrate your Betty Blocks application with your content management software.

Can I use Betty Blocks to extend my CRM with a client portal?

Sure! In the case that your current CRM doesn’t support a client portal, you can create one with our no-code/low-code platform and connect it with your system through a remote model API. You can also use Betty Blocks to spruce up existing client portals with a fresh look and feel. 

How do I create a client portal without code?

The Betty Blocks platform comes equipped with nifty no-code templates and pre-built components that can be accessed through the Block Store. These integrated features allow users to build a full-fledged client portal without having to write a single line of code. 

Can I get a demo on client portal development with Betty Blocks?

Yes, of course! You can schedule a free demo whenever you have a free moment with one of our platform solutioneers. 

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