Client Portal Template

What is the Client Portal Template?

The Client Portal template provides a centralized workspace for internal teams and clients to collaborate effectively. It allows file sharing, project and task management, and real-time status tracking.

• Share files securely with clients through a dedicated document library
• Create projects with tasks and assign responsibilities to internal or external collaborators
• Track task progress with visual kanban boards and status updates
• Streamline communication by discussing tasks directly within the portal

Try the Client Portal template today to simplify collaboration with your clients.

Why you should use the Client Portal Template with Glide

A client portal built with Glide lets you consolidate all project information, files, tasks, and communication in one central location. It enables smooth collaboration between your team and clients, improving transparency and keeping everyone on the same page.

• Glide connects to your existing data sources like Google Sheets and databases, so you can create interfaces on top of your current data without migrating everything.
• The integrated Data & Layout Builder allows you to quickly update data and app layouts, speeding up development and iteration.
• Create custom workflows with Glide Actions to automate repetitive tasks and integrate with other tools your team uses.
• Glide's pre-built UI components and responsive design ensure your client portal looks professional and works flawlessly across devices.

With a Glide client portal, you'll boost productivity, reduce back-and-forth, and provide a top-notch experience for clients. Get started today to bring order to your client collaboration process.

Who should use the Client Portal Template

Project Manager

As a project manager, this template helps you stay organized and on top of all your tasks and deadlines. With clear visibility into project timelines, resource allocation, and team collaboration, you can effectively manage multiple projects simultaneously.

• Gantt chart view for visualizing project schedules and dependencies
• Kanban board for tracking task progress and workload
• Team calendar for scheduling meetings and deadlines
• Document storage for centralized access to project files

Take control of your projects - try this template today.

Service Delivery Manager

As a Service Delivery Manager, you can improve collaboration between your team and clients using this Client Portal template. Keep projects on track by centralizing communication, file sharing, and task management in one secure platform.

• Create dedicated project spaces to share files, assign tasks, and track progress
• Get real-time updates on task status from both your internal team and client contacts
• Reduce back-and-forth emails by housing all project information in a single location

Try the Client Portal template today to streamline service delivery and keep clients in the loop.