Account status, orders, and invoices tracked across spreadsheets and email slow your team down and leave customers waiting on a reply. Betty Blocks generates a governed client portal connected to your CRM, so customers get real-time answers themselves, and your team stops relaying updates by hand.
Simple Client Portals
Client portals, generated with Betty Blocks
Describe the portal you need, personal dashboards, shared documents, a knowledge base, and Betty Blocks generates it, connected to your CRM and governed from the first prompt. Adjust exactly what your business needs from there.
Features
Customer portal features and functionalities to add
Every client portal needs its own mix of features, whether you serve a handful of accounts or thousands. Betty Blocks generates the ones your business actually needs. A few examples:
Business Need
Why do businesses need a custom AI client portal?
Off-the-shelf portal software gets you live fast, but a shared, unbranded interface does not build the same trust with clients handling sensitive information: inventory, billing, reports. A portal built around your brand and your process signals that you take that access as seriously as your clients do.
Environment
Branded UI and a familiar client environment
The Theme Builder applies your brand and style guide to the portal automatically, so clients work inside an environment that looks like yours, not a generic template shared across every Betty Blocks customer.
Customer Self-Service
Give customers real self-service
Describe the workflows customers need, logging a request, editing an order, updating their own information, and Betty Blocks generates them. Customers stop needing to contact you directly for routine changes.
Secure Portal
Create a secure portal for uploading documents
Share files securely between your business and customers inside the portal. Connect the DocuSign API to let clients sign documents on the spot, with real time updates on pending and active contracts.
Unified Client Resource
Consolidate client management efforts
Build a resource library that helps clients troubleshoot or learn your product without opening a support ticket. Let clients create their own accounts with SSO, and recover a password themselves instead of calling your team.
Instant AI Generation
Generate your client portal with a prompt
Describe for which audience you are creating your web portal, and watch Betty Genius deliver an AI-generated prototype instantly.
Connect with popular HR solutions such as:
Frequently Asked Questions
