SaaS Customer Portal Template

Customer support & Success
Portal
Startup
Use Softr's SaaS customer portal template to manage their contracts, track tasks, request assistance, and access invaluable educational resources.

Features and functionality

A centralized platform for SaaS company customers to view contract information, track tasks assigned to them by CSM and get assistance.

Secure logins

Secure, role-specific logins to protect sensitive data.

Customer Management

Create and invite customers, manage user groups, and control access permissions.

Contract Management

View contract details and usage information.

Help Desk

Request assistance from your CSM and track help requests.

Knowledge Center

Access a curated collection of training videos and educational resources.

Template gallery

Overview


Elevate your SaaS customer experience with a robust self-service portal that fosters engagement, enhances productivity, and empowers customers to achieve their goals. This comprehensive SaaS Customer Portal template provides a centralized platform for customers to manage their contracts, track tasks assigned by their customer success manager (CSM), request help from their CSM, and discover education resources and training videos. 



Designed for Customers Customers


Gain instant access to a wealth of information and resources to maximize their SaaS investment. 



Empowered Customer Success Managers


CSMs are equipped with powerful tools to effectively manage customer relationships and drive success. 



How it works


To start with the template, you need to have Softr and Airtable accounts. You can use the free plan for Softr and Airtable to get started and then upgrade when needed.


Click the "Use Template" button on this page to start with the template. If you don't yet have a Softr account, you'll be prompted to create one. As soon as you're done creating your account, you'll be taken directly to your SaaS customer portal. Your next step will be connecting a data source with mock data to start customizing your database. Further on, you can start playing with the application layout and adding your first users.

Build your SaaS customer portal today

Proceed with the template and have your portal ready in minutes.

Start with the template

FAQ

Saas customer portal provides a centralized platform for SaaS company customers to view contact information, track tasks assigned to them by their customer success manager (CSM), request help from their CSM and discover education resources and training videos.

Unleash the Power of Self-Service • Streamlined Communication: Facilitate seamless communication between customers and CSMs, fostering collaboration and resolving issues swiftly. • Enhanced Customer Satisfaction: Empower customers to self-manage their SaaS experience, boosting satisfaction and loyalty. • Reduced Support Burden: Alleviate support team workload by enabling customers to find answers and complete tasks independently. Unleash the Full Potential of Your SaaS Customer Portal • Intuitive Interface: Easy-to-use design ensures customers can effortlessly navigate the portal and access the information they need. • Customizable Functionality: Tailor the portal to your specific needs by configuring user roles, permissions, and page visibility. • Seamless Integration: Integrate seamlessly with your existing SaaS environment to create a unified customer experience.

All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. 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 to have full Memberships access.

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