💡 The Solution

To streamline client communication, Jeremy built a client portal with Softr and Airtable to organize his workflows and reporting in one place. Here’s how it works:

Clients send him 3D models or prints and he creates one (or multiple) records on Airtable with price quotes for each part.
Clients log into the portal, view the outstanding quotes, and have the option of accepting or rejecting them.
As soon as they accept a quote, an automation is triggered, and clients receive an email with their order and can start making payments.
When their order enters production, clients are able to follow the progress in real time and even make additional requests on the go.

The whole manufacturing process is accounted for in the portal, and clients are able to follow the progress and see how many parts have already been made for a particular job. The platform is flexible, allowing the clients to follow their job progress and update their orders as well (request additional quantities of the same part, for example).

A top Softr feature for Jeremy is advanced access permissions, which allows setting highly customized view and edit permissions for each client.

“It’s really easy to set up the whole system and give access to the users. You just set up the permissions for a given user group and send them a magic link, and, within a few seconds, they’re logged in and have access to all the data they need.”

Jeremy Taylor, Owner, Defiant CNC