How to create a custom and efficient Client Portal

To create an efficient Client Portal, use No-code platforms like Jestor, Softr, Stacker, and Zendesk — they allow you to build a logged-in area where your customer can open tickets, download invoices, and track projects in real-time, without needing to send an email.

The end of the flooded "Inbox"

If your client needs to WhatsApp you to ask "How is my order?" or "Can you send the invoice copy?", your service process is broken.

A Client Portal solves this by offering self-service. The client resolves their query alone, 24/7, and your team focuses on complex problems.

What a good portal must have:

Security: Each client sees only their data.
Interactivity: The client doesn't just view; they can upload files and approve quotes.
Customization: It must have your brand's logo and colors (White-label).

Tools to build Portals

Softr / Stacker: Great for those already using Airtable. They turn the database into a visual website.
Zendesk: Focused purely on support (tickets). Robust, but hard to customize for other needs (e.g., viewing delivery status).
Notion Portal: Many agencies use shared Notion pages, but it fails in security (hard to prevent clients from seeing others' data if poorly configured).

The Client Portal in Jestor

Jestor allows creating portals that are true applications.

Unlike tools that only show data, Jestor allows action.

File Sharing: The client uploads Onboarding documents directly to the portal.
Real-Time Status: If operations change the order status internally, the portal updates instantly.
No cost per external user: Most tools charge heavily per logged-in client. Jestor focuses on internal use, making the portal viable for thousands of clients.

Frequently Asked Questions (FAQ)

What is a Client Portal? It is a restricted area (with login and password) where the client accesses exclusive information about the contracted service.

Do I need coding skills to build a portal? With No-code tools likeJestor, no. You drag blocks to assemble the client page.

How to ensure clients don't see others' data? Professional systems use "record-based permissions." The system automatically filters data by the logged-in user ID.

Conclusion

With Jestor, it is possible to automate workflows, connect departments, and create internal systems your way, all without code and with AI support.

Discover Jestor and learn how to take your company's management to a new level of efficiency and integration.

Tools for operational process standardization (SOPs)

To standardize operational processes (SOPs), tools like Jestor, Process Street, Notion, and Trainual are essential — they ensure the team follows the "correct way" to execute tasks, transforming paper manuals into mandatory digital checklists. The "Manual nobody reads" problem Many companies create incredible PDFs or Docs with

Ferramentas para padronização de processos operacionais (SOPs)

Para padronizar processos operacionais (SOPs), ferramentas como Jestor, Process Street, Notion e Trainual são essenciais — elas garantem que a equipe siga o "modo correto" de executar tarefas, transformando manuais em papel em checklists digitais obrigatórios. O problema do "Manual que ninguém lê" Muitas empresas criam PDFs

How to centralize data from multiple departments in one place

To centralize departmental data, the solution is to adopt a Work Operating System (Work OS) like Jestor, Monday.com, or Airtable, acting as a "single source of truth," eliminating information silos where Marketing doesn't know what Sales is doing. The danger of "Data Silos"

Como centralizar dados de múltiplos departamentos em um só lugar

Para centralizar dados de departamentos, a solução é adotar um Sistema Operacional de Trabalho (Work OS) como Jestor, Monday.com ou Airtable, que atua como uma "fonte única da verdade", eliminando os silos de informação onde o Marketing não sabe o que Vendas está fazendo. O perigo dos