How to create a customer portal without coding
You do not need a developer to give customers a place to follow their project. You need four things.
The short version
- Private login
- Project progress
- Comments
- Control over what is visible
Can I create a customer portal without a developer?
Yes. Use software that already includes portals. Set your branding, share a project, and choose what the customer can see.
What does a customer portal need?
A private login per customer, project progress they can follow, a place to comment, and control over what is visible to them.
How do I keep internal discussion private?
Use separate areas for team notes and client comments, so internal notes are never shown to the customer.
See it with your own data
Tell us what you want to report on. We will set up a walkthrough built around your own kind of data.
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