Create Your Own Customer Portal with SmartSuite + Softr

👉 Want to try Softr for yourself? Use our affiliate link to receive a 3-month trial for FREE: softrplatformsgmbh.partnerlin...
👉 Need SmartSuite? Use our affiliate link to show us your support: partners.smartsuite.com/20240...
Looking to take your project management to the next level and boost client satisfaction? Check out Softr and SmartSuite using our links below! In this week's video, Layla walks you through creating a dynamic client portal using these powerful tools.
Prefer to read along? Read the blog here: processdriven.co/smartsuite/a...
Videos & resources mentioned in this episode:
🔗 Check out SmartSuite here ➡️ partners.smartsuite.com/20240...
🔗 Check out Softr here ➡️ softrplatformsgmbh.partnerlin...
🔗 Get the Property Management Solution Template through SmartSuite ➡️ partners.smartsuite.com/20240...
🔗 How to Use SmartSuite's Mobile App (Tutorial & Review) ➡️ • How to Use SmartSuite'...
🔗 7 Reasons to Use ONE Project Management Software ➡️ • 7 Reasons to Use ONE P...
Here's what this video covers:
00:00 Introduction
01:21 - How does Softr work within SmartSuite?
02:28 - How do I add a template into SmartSuite?
05:03 - What is a field inside SmartSuite?
06:48 - What is a form inside SmartSuite?
07:34 - What is a shared view within SmartSuite?
07:59 - Should I invite my tenant into SmartSuite?
08:27 - Can I incorporate software on top of SmartSuite?
09:22 - How do I link Softr to SmartSuite?
11:14 - What are the different blocks in Softr?
11:48 - How can I start creating a Kanban view within Softr?
17:13 - How do I create a conditional filter inside Softr?
17:50 - How do I connect Softr with particular information inside SmartSuite?
18:45 - How do I customize my user data inside Softr?
20:36 - Watch how we create a customized experience in fast mode
22:03 - What will my customers experience inside the user area I created in Softr?
24:42 - How can I check out Softr?
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[ WORK WITH ME ]
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[ DISCLAIMERS ]
Content we publish is sharing information based on our own experience and opinions. We're not your business coach, lawyer, or advisor in any way. We encourage you to do your own research and find a way to Enjoy the Process with your own style and due diligence!
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#smartsuite #softr #processdriven

[@LaylaPomper]

Are you interested in seeing a video regarding payments inside Softr? Let me know below by saying "Payments!" PS - Did you take Norman's advice? ☺

[@crystallivelsberger9892]

payments

[@9jatechie]

Payments

[@LaylaPomper]

Thanks for voting, friends!

[@blackbusinesswarrior]

Payments

[@cheeyuenchan7276]

Payments

[@markbrownswe]

Well done! Payments!

[@SusheeNzeutem]

great vid. keep up the good work 👍. thank you

[@LaylaPomper]

Thanks for watching!

[@666carliux999]

you are a really great teacher.

[@LaylaPomper]

Glad you think so!

[@9jatechie]

I learn so much from your videos. Thanks from Nigeria 🇳🇬

[@LaylaPomper]

I'm so glad to hear this!

[@curatedproductivity1162]

So neat! Payments would be cool to see. Would also be interested in equipment management setup with request/checkout capabilites as well as inventory management with purchase request in the context of an employee portal. That may be asking too much though!

[@guizaoacc]

That is pretty clever. I appreciate Appsmith and Retool as well; they’re excellent no-code tools for showcasing parts of internal data. I’ll definitely give Softr a try! I have a video suggestion for you: could you explore tools designed for process recording, such as Scribe and Tango, and compare them with Loom and other recording tools?

[@LaylaPomper]

Awesome, let me know what you think as you poke around. Oh, and as for Scribe/Tango/alternatives -- it's actually on our content plan already! Stay tuned for when it drops.

[@jill6744]

Hey Layla, love your videos. Any tutorial on inventory management in this software? Thanks for sharing your knowledge!

[@LaylaPomper]

Great idea! I've added it to our future content idea list. Thank you!

[@st.3m906]

Shout out to Norman

[@joshovett4532]

payments please

[@cmjbusinesssolutions]

Payments

[@LaylaPomper]

Thanks for voting!