Client Portal

Overview:
Two separate businesses from different industries approached me with the same challenge — they were spending excessive time manually updating clients on project statuses, using a tech stack built around HubSpot and Asana. What they needed was a scalable, professional way to give clients real-time visibility over their project progress — without overwhelming their internal teams.

The Problem:
Despite having strong internal systems, both businesses lacked a way to externally communicate progress in a clear, consistent, and client-friendly way. This led to:

• Dozens of emails per day asking “What’s the status?”
• Bottlenecks caused by team members manually reporting updates
• A less-than-premium experience for clients expecting transparency and polish

The Solution:
I designed and deployed a real-time, front-facing client portal that syncs directly from their internal Asana workflows. Here's how it works:

• Automated 1-Way Sync: Using Make (Integromat), I built a real-time automation that pushes project data from Asana into Airtable.
• Dynamic Front-End: The portal itself was built in Softr, allowing for dynamic filtering, user authentication, and a clean, responsive UI.
• Live Project Visibility: Clients can now log in and view current milestones, percentage progress, completed tasks, and tasks still to be started — all without any manual input from the team.
• Branded Experience: Each portal was customized to match the business’s brand style, giving a polished, professional client touchpoint.

Key Features:

• Real-time milestone tracking
• Project overviews with progress bars
• Breakdown of tasks by status
• User access controls and client-specific views
• Fully mobile-responsive interface

Results:

• 20–30 emails per day eliminated per team
• Significantly reduced admin workload
• Elevated client experience with self-service status updates
• No new logins or tools required on the internal side — just smart automation

Tools Used:

• Softr: No-code frontend for the client portal
• Airtable: Central project database and sync target
• Make (Integromat): Real-time Asana to Airtable automation
• Asana: Source of truth for project and task management
• HubSpot: Used separately by client for CRM (future opportunity for integration)

Conclusion:
This build is a great example of how businesses can productize their operations using no-code tools — turning internal processes into client-facing experiences that are scalable, elegant, and time-saving.