Frequently asked questions about client portal software
A client portal is a cloud-based web app accessed via a single, secure entry point, like a login page. Client portals are used by organizations to provide a professional service, communicate securely, and collaborate with customers, teams, partners, or community members. Users are granted permission to view, edit, share and collaborate only on documents and tasks that are relevant to them. So a client portal is more secure than giving all users access to your database.
A client portal should include the following: - Security: Secure cloud-based file storage, access, and management. User-controlled password management, and secured storage in our SOC 1, SOC 2, and ISO 27001 certified data center located in Germany, with 24/7 operations and enterprise-grade security.Learn more about our security commitment. - 24/7: Around-the-clock access for all users. - Permissions: Flexible, granular permissions management for individual users or groups. - Communication: Real-time communication, collaboration, and project management tools, like Dropbox, Google Docs, group chat, instant messaging, discussion boards, and notifications. - Billing: Ability to integrate with payments applications such as Stripe, Paypal, Buy Me a coffee and Gumroad - Integrations: Integration capabilities using our powerful API and native integrations with analytics, email, advertising, messaging tools, and more. Learn more about our available integrations - Personalization: Customizable user interface and back-end that are interactive, intuitive, and easy to navigate with embedding capabilities. - User-friendly: Everything users can expect - from real-time, dynamic search, and listings to dashboards and analytic tools, as well as note-taking and comment management between collaborators.
Softr's client portal software puts you in control of your data. Among other things, Softr can help with: - Allowing your end-users to login via web app - Segmenting database access permissions - no more direct access to your entire database - Ensuring secure access with relevant audiences using permissions and enterprise-grade security - Creating a tailored experience for a more personalized, engaging UX boosting your professional image and customer experience - Enjoying self-service for clients and team members to access their information 24/7
Depending on your specific business model and industry, there are several reasons why you should consider implementing a client portal. But the most common reasons include: - User experience: The ability to login and access a client portal is particularly valuable for your users, and a much better overall experience than email, traditional online storage and other cumbersome solutions. - Security: Providing a secure client portal allows you and your clients to rely on sound security practices and to keep control over the files and data you can exchange. - Personalization: Client portals allow for advanced personalization, from the appearance to reflect the look-and-feel of your brand, all the way to permissions settings allowing you to control who can access which set of data - Convenience: A client portal is simply much more convenient for all parties involved, whether it’s your own team that can work and update asynchronously, or your clients that can benefit from 24/7 access to important information. - Branding: Finally, a high-quality client portal is a differentiator that helps set your organization as an enterprise-grade, modern business, providing a thorough, end-to-end user experience.
Client portals are safe if they use server-side security and encryption, and users log in with a unique username and password. Owners and admins can also set user access permissions, so each user can only access the content and sections made available to them. This offers greater protection against data leaks and unwanted data manipulation.
Anyone can use a client portal if they are granted access by the owner. Client portals are commonly used by large and small businesses, startups, law firms, non-profit organizations, educational institutions, and online communities, among others.
Client portal features available with Softr include: - Interactive UX. - 30+ dynamic list layouts. - 100+ pre-built drag-and-drop blocks. - Custom form builder. - Video, social media, and business tool embedding. - Native Stripe integration. - White label option to add your custom branding to Softr templates. - Membership management. - Granular user group permissions, and tiered access to sections and gated content. - On-page profile and listings editing. - SEO optimization, and responsive, mobile-friendly pages. - Real-time, dynamic search, filtering, and sorting. Smart pagination. - Embed your app in any webpage. - Transfer ownership. - Server-side authentication and enterprise-level data encryption.
You can also build Internal Tools, Online Marketplaces, Online Communities, Resource Listings, Websites and Landing Pages, OEM Partner Portals, Intranets for Small Businesses, and more.