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Build a Client Portal in Weeks — Not Months

We design and build branded customer portals using Softr and Airtable that give your clients a self-serve hub for documents, project status, orders, and communications — without a single line of custom code.

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Your team spends hours every week answering the same status questions and resending files. Every client email is reactive time you can't get back.

The Client Experience Your Work Deserves

A professional client portal doesn't just reduce your support volume — it signals to clients that you're an organized, trustworthy partner. It's one of the highest-leverage investments a service business can make.

We've built client portals for management consultants, marketing agencies, SaaS companies, and professional services firms. Every portal is tailored to your client journey, not a generic template.

The result: clients self-serve 80% of their requests and your team gets hours back every week.

What we build for you

Branded Client Dashboard

A white-labeled portal at your domain where clients log in to see their account, project status, and key metrics — personalized to their data only.

Document & File Sharing Hub

Secure document storage with version control. Clients download contracts, reports, and deliverables. You track who viewed what and when.

Project & Order Status Tracking

Real-time project milestones or order status displayed to clients automatically — no manual updates, no status calls.

Invoice & Payment Portal

Clients see their invoices, payment history, and outstanding balances. Payment links are embedded so they can pay without leaving the portal.

Support & Request Intake

Clients submit support tickets or change requests through the portal. Submissions route automatically to the right team member with notifications and SLA tracking.

Success stories from our clients
Discover how Business Automated is empowering businesses like yours.
Aleph Ventures Logo
Since partnering with Business Automated, Aleph Ventures has seen a significant improvement in our lead management processes. Their expertise in Airtable integration has allowed us to streamline our workflows, consolidate data, and gain clearer insights into our sales pipeline. The custom solutions they developed have saved us countless hours and improved our overall efficiency.
Nate Streeter
Managing Partner
Aleph Ventures
Recast Capital Logo
Working with Greg and the Business Automated team was an absolute game changer. They took the time to understand how Recast operates and built a customized Airtable system that truly fits the way we work. Before partnering with them, our Airtable was chaotic and overflowing with disorganized data – but within just a few weeks, they completely transformed it.
Ava Alemazkoor
Operations Director
Recast Capital
Dola Orthotics Logo
The integration of Australia Post's API into our Airtable shipment management system, expertly handled by Business Automated, has revolutionized our logistics. Dola Orthotics can now track shipments in real-time, automate notifications, and manage our entire shipping process seamlessly from one platform. This has not only improved our efficiency but also enhanced our customer service.
Luke Sinclair
CEO
Dola Orthotics

Frequently Asked Questions

Common questions about working with us on this solution.

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