Create custom client portals from your Airtable data
Client portals you can build with your Airtable data
Many businesses such as consultancy agencies or car dealerships grow their bottom line with the help of outside sales partners. Introducing PRM systems can significantly improve the quality of collaboration, however, the real shift happens with the implementation of a Partner Portal. It allows your partners to add leads directly to your sales pipeline and contribute directly to your pipeline.
Project management portal
Dev houses, all sorts of agencies, and millions of other types of businesses use some sort of project management tools. But what if you want to collaborate on the projects with your clients, gather client's feedback, or send over a proof, but don't want to give access to all of your data? You'll build a secure Client Portal where your clients can see only data related to them, can leave comments on projects and tasks, and exchange materials.
For Insurance and Real Estate companies, it's critically important to have clear communication with Independent Agents/Brokers they work with. Providing an online Broker Portal will ensure that they use only relevant sales collaterals, manage their appointments effectively, and always find the right match for the prospects. It also will allow them to add leads directly to your pipeline.
Augment your Portal with data from DBs and APIs
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Thanks to various collection components, we can display our data in the most convenient way and switch between several of them depending on the situation. For instance, we usually manage the fleet on the map, sort and pass tickets.