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.
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!