Secure Client Portal
+ Built-in Forms Paid Access Drip Content Custom Dashboards Dynamic Data Custom Menus
Client’s unique data is dynamically merged into their assigned Custom Dashboard
Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.
Manage your business like a pro with SallyThings, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.
Replaces…
Powerful & Flexible Client Portal
Build Dynamic Data Dashboards
Customize what your Clients can see
Paid Portal Access
Content Block Editor for Pages
Use Forms in your Portal
White Label your Client Portal
Template Library
I love the fact that it creates a great customer interface — through multiple channels — email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well.
