Client Onboarding Portal Template

Portal

Sales

A self-serve portal where your clients and customers can access required tasks and resources to complete the onboarding process with your company.

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What can I do with this client/customer onboarding portal?

The main purpose of this app is to efficiently manage the client/customer onboarding process. Here are the workflows it supports: Here are the workflows it supports:

Personalized Dashboards

A customized dashboard for clients that guides them through the onboarding process, highlighting tasks, milestones, and deadlines.

Task Management

Clients can view and complete required tasks, upload necessary documents, and track their progress in real-time.

Progress Tracking

Real-time tracking of onboarding progress, displaying completed and pending tasks.

Resource Library

Provide a comprehensive library of resources including guides, FAQs, and tutorials to assist clients at any stage of their journey.

Client Feedback

Once a client completes their onboarding, they can provide feedback on their experience.

Customer Success Dashboard

A dashboard for admins and customer success managers to monitor each client's journey and track their progress.

Why create a client onboarding portal app with Softr?

This free client onboarding portal template lets you build a custom app on top of your Airtable data to effectively manage onboarding tasks, documents, and client progress in real-time.

Managing client or customer onboarding with spreadsheets, docs, and emails isn't the best experience (and it can cause delays). Our portal template brings your onboarding tasks and resources to life, and creates a fully functioning web application for you and your clients in a matter of minutes.

“Softr enables us to build apps 10x faster than with custom code and at a much lower cost. That allows us to be an agile organization, test business concepts quickly, and keep our costs low without compromising quality.”

Erik Sandsmark, Founder and Chief Design Officer, Graphiq

“I’ve been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr.”

Dan Smith, Director, DS Automotive

Frequently asked questions

Do I need a Softr account to use this template?

Yes. When you click the Use the template button, you'll be taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first. A free account will have all the functionality you need to get started, and you won’t be asked for a credit card.

Can I use the client onboarding portal template with a free Softr account?

All Softr templates are completely free of charge and can be used with any of the Softr subscription plans (including the free plan). However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need more people to have access.

What data sources can I use with Softr?

While this template is designed for use with Airtable, Softr also connects with Google Sheets, SmartSuite, HubSpot, BigQuery, and SQL data sources. Learn more about data sources

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