Client Portal for Architect Template

The Client Portal for Architect Template offers a comprehensive solution to help architects stay organized and informed. Its intuitive interface and built-in communication tools make it easy to manage client details and project progress, while its ability to store documents, images, and other project-related data ensures that all projects remain up to date. This powerful tool is the perfect way for any architect to manage their business more efficiently.

Client Portal

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Client Portal for Architect Template

The Client Portal for Architect Template is an easy-to-use, comprehensive solution for architects to keep track of all their clients in one convenient place. From managing client details and communication to tracking project progress and payments, the portal helps architects stay organized and informed. The portal’s intuitive interface makes it easy to add, edit, and delete client information, and its built-in communication tools help architects stay in touch with their clients. With the ability to store documents, images, and other project-related data, the portal is a great way for architects to keep all their projects organized and up to date. The Client Portal for Architect Template is the perfect tool for any architect looking to manage their business more efficiently.

Different permissions

Set a specific access level for each member or a group of members.

Search and filtering functionality

Easily find the required assets through search and filtering.

Team directory

Find all team member profiles in one place.

Pay and download invoices

Track all the client transactions in one palce.

Access to different chart layouts

Select from a variety of chart layouts to present your progress and results.

Responsive design

Fully responsive design, allowing all the users to view the website from any device.

Overview
Softr’s Client Portal for Architect lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Client Portal for Architect. Also, do not hesistate asking for help via our customer support chat if needed!

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