Client Portal for Miner Template

Miner Template's Client Portal offers businesses an all-in-one platform to streamline the client experience. It provides users with a secure, intuitive interface to easily store and access client information, manage payments and invoices, create custom forms and surveys, and communicate with clients in one centralized location. Additionally, users can benefit from features such as reporting and analytics, task and project management tools, and customizable templates. Ultimately, with the Client Portal, businesses can take control of their client relationships and maximize their productivity.

Client Portal

Client Portal for Miner Template

Miner Template's Client Portal is an all-in-one platform designed to streamline the client experience. The portal offers a secure, intuitive interface that enables businesses to manage their clients, collaborate on projects, and stay organized. With the Client Portal, users can easily store and access client information, create custom forms and surveys, manage payments and invoices, and communicate with clients in one centralized location. The portal also includes additional features such as reporting and analytics, task and project management tools, and customizable templates to ensure that users can get the most out of their client experience. With Miner Template's Client Portal, businesses can take control of their client relationships and maximize their productivity.

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 Miner 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 Miner. Also, do not hesistate asking for help via our customer support chat if needed!