Give your clients, patients, parents or vendors their own branded portal — generated from the data you already keep. They see only their own records, send requests and files, message your team and take the actions you allow. No seat to buy. No staff login to learn.
2 shipments are on the way. One needs a document from you.
Clients, patients, parents, vendors, drivers — any table of people.
We build pages from the tables linked to them: lists, detail views, a status tracker, documents.
Arrange pages and the menu, add your logo, colour and font. Preview on desktop and phone.
Customers get an emailed link. Changes are a draft until you publish.
Status, files, requests and messages — without a phone call.
Every read goes through a single gate on the server. A record is visible to a customer only when it is theirs, linked to them, or shared with them by you. If none of those is true, it does not exist as far as they can tell.
The customer’s browser never asks for a table, a field or a filter — only for a page and a block you published. So there is nothing for a curious customer to change in the address bar, and restricted fields never leave the server.
Phone-first, your branding, light or dark. A request, a conversation and a document drawer — the three things customers actually come for.
A greeting and the one thing they should do today.
Open orders, balance due, upcoming visits — live numbers for them.
A searchable list of their shipments, invoices, projects or visits.
One record in full, with only the fields you choose.
Where it stands, stage by stage, from any status field.
They ask; a record lands on the right customer, ready for your team.
A conversation on each record. You reply from the record; they get an email.
Files you share — and, if you allow it, files they send back.
What happened, and when, on their record.
“Approve quote”, “Confirm delivery” — one change, exactly as you set it.
Your own words: opening hours, instructions, contacts.
Shipment status, customs documents and delivery changes — without the phone tag.
Upcoming visits, results your clinic chooses to share, and a way to ask a question.
Attendance, invoices and announcements for their own child — only theirs.
Orders to confirm, documents to upload, payments to track.
Milestones, change requests and sign-offs in one place.
Contracts, instalments and requests for their own unit.
| What you do today | What it costs you | BackOffice |
|---|---|---|
| Status updates by email and phone | hours/week | ✓ |
| A separate customer-portal product | $$$/month | ✓ |
| Syncing your records into it | Build it | ✓ |
| A portal on the same data as your team | extra tool + upkeep | in the Full plan · no per-customer seat |
The portal reads the same records your team edits, so there is nothing to sync and nothing to go stale. See pricing →
No. Customers are not workspace users — there is no seat to buy and no staff screen to learn. You invite them by email; they sign in with a one-time link (or a password they choose) and see only their own portal.
Only their own records: the record that represents them, records linked to it, and anything you chose to share with them one by one. The server decides this on every request — the customer’s browser never names a table, field or filter, so there is nothing to tamper with.
Only in the two ways you set up. A request form creates a new record with just the fields you listed, tied to that customer. An action button sets one field you picked to one value you picked — for example “Approve quote”. Nothing else is writable.
Yes, when you turn it on for a documents block: PDF, images, Word, Excel, PowerPoint, text and CSV up to 10 MB each. Files are checked against their real type, stored safely and appear on the record for your team.
Both. The portal is phone-first, has light and dark modes, and speaks any number of languages — about forty are one click, and AI can draft the translations for you to review. Arabic, Hebrew and Persian flip to right-to-left.
Immediately. Every request re-checks that the customer is active and the portal is published, so removing a customer or unpublishing ends access on their next click — no waiting for a session to expire.
Customer portals are part of the Full plan. See the pricing page for the current plans and the free trial.
Generate a portal from the data you already have, preview it on a phone, and invite your first customer today.
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