Saas Customer Portal Spreadsheet Template

Overview

This SaaS Customer Portal Database centralizes customer relationships, support requests, and onboarding tasks in a single system. It enables teams to track contract details, assign Customer Success Managers (CSMs) to specific accounts, and manage project statuses efficiently.

The template utilizes connected tables to link Users, Customers, Tasks, and Requests seamlessly. You can associate support tickets directly with varied customer accounts and ensure specific training videos are accessible only to the relevant companies.

Why choose a SaaS Customer Portal database over spreadsheets

Spreadsheets are static and struggle to handle dynamic relationships between customers, their specific tasks, and secure file sharing. A database offers the structure needed to scale customer success operations without version control nightmares or broken links.

The power of Softr Databases

Softr Databases provide a robust backend where every table represents a distinct object—like Customers or Requests—connected via native relationships. Unlike spreadsheets that rely on fragile VLOOKUPs, this database ensures that when a Company details change, every linked task and request updates instantly. You get strict types for dates, currencies, and attachments, preventing the data chaos common in Excel.

Core features and functionality

This template is designed for action, allowing you to categorize requests by type—such as virtual training or support—and track their status from submission to resolution. With dedicated fields for file attachments like contracts and logos, you can organize essential assets directly alongside customer records, making it significantly more powerful than a simple row-and-column view.

Who is this SaaS Customer Portal Database for

This template is built for customer-facing teams who need to manage relationships and deliverables securely:

• Customer Success Managers: Track assigned accounts, contract dates, and health checks in one view.
• Onboarding Specialists: Manage implementation tasks and share specific training materials with new clients.
• Account Managers: Monitor plan types, renewal dates, and upsell opportunities efficiently.

How to take it further

Customize the database

You can easily adapt this template to fit your specific workflow. For example, add a "Health Score" select field to the Customers table or modify the "Request Type" options to match your specific service offerings, all within the native Softr Database editor.

Import your existing data

Move away from disjointed spreadsheets by importing your current client list via CSV. Map your existing columns to the properly typed fields in this template to instantly structure your legacy data.

Build an app on top

The real power of this database is unlocked when you use the interface builder to create a secure client portal. You can define users and permissions so that customers only see their own tasks and contracts after logging in, while your CSMs see a holistic view of all accounts—transforming a simple database into a fully functional SaaS application.