Build a Client Portal Using This Template
Easily create a client portal with workflow automation, document management, payments and invoices, enhanced collaboration, and advanced security.
Key Features & Functionality
01. Secure Customer Access
Each client has a unique login that allows them to securely access only their customer account data, such as service requests, past services, and invoices, ensuring data privacy.
02. Customizable Data Management
The template is flexible, allowing businesses to adapt it to their specific needs by managing real-time custom data.
03. Workflow Automation & Integration
Businesses can integrate approvals, notifications, and permissions into the portal, enabling customers to participate directly in business processes and workflows.
04. Automated Communications
The template supports automated messaging and notifications, which can be set up to alert internal team members of new service requests or remind customers of upcoming invoices.
05. Website Embedding
The client portal can be embedded directly into a business’s website, providing a seamless experience where customers do not need to leave the site to access their portal.
06. E-Commerce Capabilities
Optionally, the template can be expanded to include payment acceptance, allowing customers to pay invoices directly through the portal.
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FAQs
What is a Knack template? +
A Knack template is a pre-built application designed to address common business needs, such as managing customer portals, inventory, or HR tasks. These templates come with pre-configured databases, workflows, and user interfaces that can be customized to fit specific business requirements.
Can I customize the Client Portal template? +
Yes, the Client Portal template is fully customizable. You can import your own data via Microsoft Excel or Google Sheets. You can modify the data fields, change the layout of pages, add new functionalities, and integrate it with other business processes to ensure it fits your exact requirements.
Do I need coding skills to use the Client Portal template? +
No, you don’t need coding skills to use or customize the Client Portal template. Knack’s no-code platform allows you to make changes using a simple interface, making it easy to adapt the app without any programming knowledge.
What support is available if I need help with the Client Portal template? +
Knack offers extensive support options, including a knowledge base, tutorials, and community forums. If you need more personalized help, you can reach out to Knack’s support team or hire a Knack expert to assist with advanced customizations or integrations.