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

Build your SaaS customer portal today

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

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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 β€’ Streamlined Communication: Facilitate seamless communication between customers and CSMs, fostering collaboration and resolving issues swiftly. β€’ Enhanced Customer Satisfaction: Empower customers to self-manage their SaaS experience, boosting satisfaction and loyalty. β€’ 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 β€’ Intuitive Interface: Easy-to-use design ensures customers can effortlessly navigate the portal and access the information they need. β€’ Customizable Functionality: Tailor the portal to your specific needs by configuring user roles, permissions, and page visibility. β€’ 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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