Account status, orders, and invoices tracked across spreadsheets and email slow your team down and leave customers waiting on a reply. Betty Blocks generates a governed client portal connected to your CRM, so customers get real-time answers themselves, and your team stops relaying updates by hand.
Simple Client Portals
Client portals, generated with Betty Blocks
Describe the portal you need, personal dashboards, shared documents, a knowledge base, and Betty Blocks generates it, connected to your CRM and governed from the first prompt. Adjust exactly what your business needs from there.
Features
Customer portal features and functionalities to add
Every client portal needs its own mix of features, whether you serve a handful of accounts or thousands. Betty Blocks generates the ones your business actually needs. A few examples:
Business Need
Why do businesses need a custom AI client portal?
Off-the-shelf portal software gets you live fast, but a shared, unbranded interface does not build the same trust with clients handling sensitive information: inventory, billing, reports. A portal built around your brand and your process signals that you take that access as seriously as your clients do.
Environment
Branded UI and a familiar client environment
The Theme Builder applies your brand and style guide to the portal automatically, so clients work inside an environment that looks like yours, not a generic template shared across every Betty Blocks customer.
Customer Self-Service
Give customers real self-service
Describe the workflows customers need, logging a request, editing an order, updating their own information, and Betty Blocks generates them. Customers stop needing to contact you directly for routine changes.
Secure Portal
Create a secure portal for uploading documents
Share files securely between your business and customers inside the portal. Connect the DocuSign API to let clients sign documents on the spot, with real time updates on pending and active contracts.
Unified Client Resource
Consolidate client management efforts
Build a resource library that helps clients troubleshoot or learn your product without opening a support ticket. Let clients create their own accounts with SSO, and recover a password themselves instead of calling your team.
Instant AI Generation
Generate your client portal with a prompt
Describe for which audience you are creating your web portal, and watch Betty Genius deliver an AI-generated prototype instantly.
Connect with popular HR solutions such as:
Frequently Asked Questions
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 AI??
Yes, with Genius AI (Betty Blocks' AI App Generation tool) you can. Describe the portal you need and Betty Blocks generates it, connected to WordPress, Drupal, Wix, or another CMS through a Remote Model tied to your backend API.
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.
Do I need developers to build a client portal?
No. Describe the portal in a prompt, and Betty Genius generates a working prototype using pre-built components from the Block Store. From there, your team or ours refines it inside your governance rules, not from a blank codebase.
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.
Account status, orders, and invoices tracked across spreadsheets and email slow your team down and leave customers waiting on a reply. Betty Blocks generates a governed client portal connected to your CRM, so customers get real-time answers themselves, and your team stops relaying updates by hand.