👤Client portal
With functionality:
Where each customer gets their own login details.
He has a Knowledge base for himself. - Can send Tasks requests by filling out a questionnaire/Form
With CNAME so you can work on your own domain: https://upbase.canny.io/feature-requests/p/whitelabel-cname
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Comments9
Jack S.
Jan 8
How to add clients to a project
https://help.upbase.io/article/68-how-to-add-clients-to-a-project
Jim-Rune
Nov 14, 2023
Yes! Would be nice if Upbase team can reply..
Jack S.
Oct 25, 2023
Customer Portal Challenges
It should be modular, allowing for the adjustment of certain elements to present it nicely to the customer.
◾Show Project Progress ⬛◼️◾▪️
◾Current summary of working hours⏱️
◾View tasks and comment ☑️💭
◾Improve communication 🗣️
◾Download and upload files 📂📄
◾Share encrypted, secret passwords or documents.🔒
◾Knowledge Base for Contractors and Customers🗂️
◾Adding your own logo, header and footer in HTML.👀
◾Possibility to add external tools in the form of IFRAME/JS (e.g. Hubspot, HelpScout, LiveChat, etc.)💬
◾Simply log in with 1 click after an e-mail invitation🪪
◾Possibility to add various links and bookmarks to Google Workspace elements, e.g https://www.spacin.co/
1) https://app.spacin.co/pages/token/97c81abf-35f5-4eaa-b4b3-abb303fb3965
2) https://app.spacin.co/pages/token/b0cd08bc-90ae-4644-bd2b-b8b627b970e9
3) https://app.spacin.co/pages/token/fb4425da-6e07-4f09-ad5a-ad21670e5f44
4) Roadmap: https://app.spacin.co/pages/token/06bf7a60-0c50-4db3-8d42-516a45843c97
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Ideas, inspirations for Client portal
◾https://kitchen.co/ 🆕
◾https://www.flowlu.com/features/client-portal/
◾https://www.flowlu.com/help/articles/586--client-portal/
Jim Pedersen
Nov 14, 2023
Jack S.: This would be a great example as inspiration! https://nimbusweb.me
Jack S.
Jul 13, 2025
To collect and provide the client with: Documentation, project/task status, etc. information needed to communicate with the client
Luis Gonzalez
Jul 18, 2023
this with a CRM would be awesome.
Jack S.
Oct 25, 2023
Luis Gonzalez:
What features would you need for a Customer Portal❓
L O
Nov 25, 2023
Jack S.: Custom SMTP for sending/forwarding emails with our domains, Custom Branding.
I don't think Upbase necessarily needs CRM functionality as it really isn't that type of tool.
Jack S.
Jul 13, 2025
CRM
▶️ https://upbase.canny.io/feature-requests/p/crm