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:
Seamlessly customize portal designs and landing pages with our Theme Builder
Equip project management software with secure portal collaboration features
Simplify onboarding of new customers with self-service file sharing support
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.
Use the drag-and-drop page builder to add the desired fields, features, and components without a single line of code.
Seamlessly create intuitive user login flows, custom notification triggers, and automated task scheduling based on your criteria.
Personalize account creation and user settings to match your customers' needs. Add extra fields for billing, reporting, and deals.
Centralize communication securely from your CRM with an all-in-one platform containing tickets and resources.
Give customers access to tailored knowledge bases that align with your services and products.
Allow admins to segment users based on roles and permissions for unparalleled security.
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:
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.
Allow clients to create and customize their own user accounts with profile pictures, department information, and contact details.
Enable secure file management services between your business and customers. Section off resources according to permissions, departments, or other criteria.
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.
Create an integrated payment platform where clients can keep track of their invoices and service subscriptions.
Add a custom portal to give clients secure access to popular CMS software such as WordPress, Wix, and Shopify.
Extend your CRM system with a carefully crafted portal to extend access to external users without compromising on security.
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.
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.
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.
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.
Integrate custom client portals with any CMS or CRM platform
