Client Portal - The all-in-one client portal suite for small business

Our intuitive dashboard provides a comprehensive overview of your clients, projects, tasks, and billing. Easily track progress, manage deadlines, and generate detailed reports. With customizable forms and insightful charts, you can make data-driven decisions to optimize your business.

📖 - Please read the steps below

What's Included ?

Tables

• Clients
• Projects
• Tasks
• Services
• Billing

UI Screens

• Overview on Project
• Charts Insights
• Forms for Entry

Highlights

• All in one dashboard like Clients, Projects, Tasks & Billing
• Insights about the Projects progress, billing information & payment outstanding

Delivery :

• Your files will be available to download/duplicate right away after your purchase.

Tool/Software - Airtable (Freeware)

Steps for copy base

1. Signup / Signin with Airtable 👉 Signup
2. After login into the Airtable, create a workspace with your custom name (ex: Client Buddy)
3. Copy the link shared from here and run in the browser ; you will see the copy base. Click on the copy base and added to the newly created workspace.
4. After copying completed, your tables and forms are ready for modifications.

** We'd love it if you left us a review !!