From the partner

Casa Blui needed a client portal that would give customers a more organized post purchase experience while reducing manual coordination for the internal team. As the business grows, managing customer communication, product details, order updates, installation information, and service related documentation through email alone becomes inefficient and hard to scale.

We built a Softr based client portal connected to Airtable so Casa Blui could provide each customer with a secure, personalized space to access the information relevant to their purchase. Through the portal, customers can view their order details, product documents, installation resources, warranty or service information, and important updates tied to their account. The portal can also support form submissions so customers can send required information, requests, or follow up details directly through the system instead of relying on back and forth email.

On the backend, Casa Blui’s team can manage customer records, product data, and service workflows in Airtable, while Softr provides a clean front end experience with secure login and filtered visibility so each customer only sees their own information.

This project is ongoing.

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Catalytics Automation

Premium PartnerEnterprise Partner
Miami
United States
Accepting new projects

We build business operating systems for compliance-heavy service firms: client portals, internal tools and the automation that connects them. Airtable Certified Builder, Make and Zapier partner, based in Miami, working in English and Spanish.

Starting at $3,000 USD

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