Join us for a practical webinar where we'll show you how to create a client portal tailored to your business needs using Softr and SmartSuite. Learn to simplify client management, improve collaboration, and provide an efficient platform for clients to access their information.

Agenda

• Introduction to Client Portals
• Setting up Softr and SmartSuite With Templates
• Portal User Roles
• Managing Client Portal Pages
• Customizing the User Experience
• Testing and Tweaking Solution
• Users Taking Actions on Data, With your Permission
• Q&A