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Agency Portal Template

Agency Portal Template

Glide Expert
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Glide Expert
1.1k

Manage projects, clients, and teams efficiently with the Agency Portal—provide your clients secure access to their tasks, documents, and project updates.

Agency Portal Template
Agency Portal Template
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What is the Agency Portal Template?

The Agency Portal template helps you manage your team, clients, and projects efficiently. It provides your clients with a secure way to access their projects, tasks, and documents through a custom client portal web app.

  • Keep track of all your projects, tasks, and team activities in one place.
  • Provide clients with a secure login to view their specific project details and documents.
  • Easy-to-use interface for both your team and clients, improving communication and transparency.

Try the Agency Portal template today and make managing your agency's projects a breeze.

Why you should use the Agency Portal Template with Glide

An Agency Portal built on Glide helps you manage your team, clients, and projects efficiently. It provides a secure way for your clients to access their projects, tasks, and documents through your agency's custom client portal web app.

  • Glide connects to your existing data, from Google Sheets to SQL databases, enabling you to create interfaces on top of your data without the hassle of migration.
  • Integrated Data & Layout Builder: Fluidly switch between the Data Editor — a familiar spreadsheet-like interface where you can manipulate your business data — and the Layout Editor — where you can design your app’s interface, speeding up development.
  • Pre-Built UI Elements: Glide’s design system features pre-built themes, layouts, and components, providing a cohesive look and feel for your apps.

Start using the Agency Portal template today and give your clients a seamless experience while enhancing your agency's operations.

Who should use the Agency Portal Template

Agency Owner

As an Agency Owner, you can efficiently manage your agency's team, clients, and projects with this custom client portal web app. It provides a secure platform for your clients to access their projects, tasks, and documents.

  • Manage your team’s deadlines and deliverables effectively
  • Assign tasks and share documents securely with clients
  • Get a real-time overview of project progress and team workload

Project Manager

As a project manager, the Agency Portal template helps you stay organized and on top of all your tasks and projects. It provides a comprehensive overview, allowing you to effectively manage and prioritize your workload.

  • Centralized task management for easy tracking and progress updates
  • Customizable project boards to visualize workflow and dependencies
  • Seamless collaboration features for team coordination and communication

Data Sources

How the template works

  • 1

    Click 'Buy template'

    This will copy the template into your Glide account. If you don't have an account, you will be prompted to create one for free.

  • 2

    Customize your template

    You can now import your data, add features, screens, and integrations, and adjust the settings and appearance of your app.

  • 3

    Publish your app

    Once you've customized the template to your needs, you can one-click publish the app and begin inviting users immediately.

The no code platform for work software.

With Glide, you can quickly create custom apps that make your business more efficient—without writing a single line of code.

Intuitive builder

Intuitive builder. Glide's drag-and-drop builder makes it easy to create a sophisticated app quickly, without any coding or design skills.

Modern UI

Modern UI. Glide’s automated design system is crafted with high-quality themes, layouts, and components that are continually updated to stay modern.

SQL support

SQL support. Connect your SQL databases and build powerful tools and apps on top of your existing data.

Adaptive design

Adaptive design. Glide apps are optimized for both desktop and mobile breakpoints, ensuring a consistent UX across devices.

Powerful AI

Powerful AI. Automatically generate customer emails, extract text data from manuals and receipts, and more with Glide AI.

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