Client Hub
Client
Portals
Client portals are the indispensable glue that binds businesses and customers together. With Betty Blocks, you can build a custom client portal, design your own branded interface without code, offer faster client onboarding, and make existing CRM software accessible to external users. Foster direct communication with your clientele and say goodbye to spreadsheets and email chains.
Simple CLient Portals
Custom client portals made simple with Betty Blocks
The Betty Blocks low-code platform gives users the flexibility to create any type of portal software without the need for extensive code. This makes it the perfect tool for building secure web apps through which your clientele can access gated content such as personal dashboards, shared documents, educational resources, and more. Be free in how you design user interfaces and define workflows according to your business needs.
Features
Customer portal features and functionalities to add
Every customer portal demands robust features, whether you are a small business or an enterprise conglomerate. With Betty Blocks, you add the features you actually want from a fully customized client portal. Here are just a few examples:
Business Need
Why do businesses need a custom client portal?
While off-the-shelf portal software offers a quick solution, it doesn’t do a good job of impressing clients like a custom-branded portal does. Since portals are the means to give secure access to, often, sensitive information such as inventories, billing information, reports, and more, it is crucial to inspire confidence in external partners when using a client portal.
Environment
Branded UI and a familiar client environment
Thanks to the Theme Builder component, Betty Blocks allows you to seamlessly add custom branding and internal style guides to your portal design. This ensures that they collaborate in a familiar environment, fostering trust and a better relationship with your business.
Customer Self-Service
Unlock customer self-service on a whole new level
Unlocking self-service gives clients the autonomy that they expect from modern businesses. Use our drag-and-drop Action Builder to create intuitive workflows for your users. This allows customers to log, edit, and update their business information without having to contact you directly.
Secure Portal
Create a secure portal for uploading documents
Enable secure file sharing between your business and customers directly from the client portal environment. Need clients to be able to sign documents on the spot? No worries. Just integrate the DocuSign API with your customer portal and receive real-time updates on pending and active contracts.
Unified Client Resource
Consolidate client management efforts
Build a solid resource database for your clients to help them get the hang of your services and products faster or troubleshoot their own problems without your in-house support needing to step in. Create personalized login flows to allow clients to create their own accounts using SSO and enable self-service password recovery.
Instant AI Generation
Generate your custom client portal with a single AI 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
FAQ about building client and customer portals
What is a client portal?
A client portal is a secure digital gateway where organizations can share assets such as files, reports, contracts, and other resources. Moreover, client portals are used to offer extra services and direct communication between businesses and customers, increasing client satisfaction.
Is a client portal the same as a B2C portal?
Not necessarily. A client portal is the generic term for a secure gateway where external users can access internal resources. When a business creates a portal for its customers, it is a B2C portal. However, when a business creates a portal for the purpose of collaborating with other businesses, it is called a B2B portal. Curious which portal use case aligns with your needs? Schedule a personalized demo with us today!
Can I create a client portal for WordPress with low-code?
Yes, of course! A custom client portal made with low-code can be integrated with any CMS, such as WordPress, Drupal, or Wix. Simply create a Remote Model that connects with your backend API authentication to integrate your Betty Blocks application with your content management software.
Can I use Betty Blocks to extend my CRM with a client portal?
Sure! In the case that your current CRM doesn’t support a client portal, you can create one with our no-code/low-code platform and connect it with your system through a remote model API. You can also use Betty Blocks to spruce up existing client portals with a fresh look and feel.
How do I create a client portal without code?
The Betty Blocks platform comes equipped with nifty no-code templates and pre-built components that can be accessed through the Block Store. These integrated features allow users to build a full-fledged client portal without having to write a single line of code.
Can I get a demo on client portal development with Betty Blocks?
Yes, of course! You can schedule a free demo whenever you have a free moment with one of our platform solutioneers.