#ClientPortal

[abdurrouf007]

Looking to build a custom business app without writing thousands of lines of code?

I’m Abdur Rouf, a certified Zoho Creator expert, and I specialize in building, modifying, and automating powerful apps tailored to your unique business needs — all with Zoho Creator + Deluge scripting.

My Zoho Creator Services Include: 1. Building fully custom Zoho Creator apps from scratch

2. Modifying and enhancing existing Creator apps

3. Workflow automation with Deluge scripting

4. Custom reports, dashboards & user roles

5. Integration with Zoho CRM, Books, Desk, or third-party tools via API

6. Data migration & structure optimization

7. Conditional logic, client scripting & advanced workflows

Perfect for:

Inventory Management | Order Processing | HR & Employee Portals | Client Portals | Custom Business Solutions

Let’s bring your app idea to life — and automate your business like never before!

Please message me before ordering to discuss your project requirements.

Check Out the Gig: https://www.fiverr.com/dev_abdur_rouf/create-modify-and-automate-zoho-creator-apps-with-deluge-scripting

Visit My Website: https://advanced-it.top/

[wispaus]

Your clients deserve more than messy email threads.

Tired of poor communication and disorganized file sharing?

What if your clients had one secure hub to:

📁 Access documents 📝 Sign contracts 💬 Chat in real time 📊 Track project progress

✨ Meet the Wispa Client Portal – Professional. Efficient. Impressive.

Elevate your client experience today.

[insurance-brokers-india]

The Future of Insurance Broker CRMs: Simplifying Client Management & Sales

As the insurance industry evolves, the role of a CRM for insurance brokers has become essential. A modern CRM should offer:

Streamlined Client Management: Keep all policy and interaction data in one place.

Sales & Pipeline Visibility: Visual pipelines that help track deals and follow-ups.

Automated Marketing: Send personalized campaigns effortlessly.

Integrations: Sync with email, calendar, and even chatbots for a seamless workflow.

This user-friendly approach transforms how brokers manage their clients and close more deals, all while improving customer satisfaction. Learn more about the best CRM solutions for insurance brokers here.

[bickertmanagement]

Streamline your financial management with Zoho Books, an all-in-one accounting solution designed for businesses of all sizes. Automate invoicing, track expenses effortlessly, and reconcile bank statements with ease. Zoho Books offers detailed reporting, multi-currency handling, and tax compliance tools to ensure your business stays on track. Enhance your client interactions with a dedicated portal for viewing and paying invoices. Discover how Zoho Books can save you time, reduce errors, and improve your cash flow management. Start simplifying your finances today!

[techwebsters]

The Role of Secure Patient Portals in Modern Medical Websites

[weflowtips]

Webflow Tip of the Day

Build a Dynamic Membership Portal using Webflow, Memberstack, Make & Airtable Without Writing a Single Line of Code!

What You Can Build:

A fully automated, secure, and user-personalized Client or Member Portal, powered by:

Webflow → Beautiful front-end UI with CMS

Memberstack → Login/logout, gated content, user management

Airtable → User-specific data like orders, invoices, tasks

Make.com → Seamless automation between all platforms

Example Setup:

Use Case: Agency Client Dashboard

Client signs up or logs in through Memberstack

User data is stored in Airtable via Make.com

A dashboard is displayed in Webflow, filtered to show:

Task Status

Uploaded Files

Invoices

Project Progress

On form submission in Webflow, Make updates Airtable + sends email to you/your team/client!

Benefits:

Client Editable — Clients or the team can update data in Airtable

No Code Needed — No backend or server setup required

Secure & Personalized — Each user sees only their own data

Easy to Scale — Great for small agencies, freelancers, or SaaS dashboards

Full Automation — Say goodbye to manual updates!

Real-World Examples:

Freelancer project portals

Online course dashboards

CRM portals

Membership content access

Client order/invoice management system

🌐 My Portfolio & Links:

📁 Portfolio: www.webflowwork.com

🎯 Upwork: bit.ly/4iu6AKd

🎯 Fiverr: bit.ly/3EzQxNd

#WebflowTips #NoCodeTools #Memberstack #Airtable #MakeDotCom #WebflowExperts #ClientPortal #WebflowDashboard #WebflowIndia #WebflowMembership #SaaSBuilder #AutomationWorkflow #NoCodeSetup #WebDesignIndia #ModernWebflow #FigmaToWebflow #WebflowWithPower

[marketers-round-table]

? Keep Your Clients Informed Every Step of the Way! ? With GHL Sub-Accounts, you can provide your clients with a dedicated portal where they can easily track their campaigns, monitor results, and stay updated on their progress. Transparency builds trust, and that?s key to strong client relationships. ? Real-time campaign updates ? Seamless communication ? Secure client portal Build stronger, more transparent client relationships today! #ClientCommunication #Transparency #ClientPortal #GHLSubAccounts

[danielweasly]

Customer Portal for Dynamics 365 Business Central

A Customer Portal for Microsoft Dynamics 365 Business Central is an essential tool for businesses looking to enhance the way they interact with their customers. It provides a secure, online space where customers can access critical business information in real time. With this portal, clients can track the status of their orders, check inventory levels, view and manage invoices, and even submit support tickets—giving them greater autonomy and control over their transactions. This not only leads to improved customer satisfaction but also helps businesses cut down on administrative work, as customers can self-serve, reducing the need for manual intervention by support teams.

Furthermore, the integration of a Customer Portal with Dynamics 365 Business Central ensures that businesses can maintain seamless and accurate data across all departments. This integration supports real-time updates, helping businesses stay on top of their financials, sales, and supply chain activities while providing customers with transparent, up-to-date information. Additionally, the portal can be tailored to specific industries, making it a versatile solution for a wide range of businesses. Whether it's for improved order management or quicker resolution of customer queries, a Customer Portal enhances the overall customer experience while improving operational efficiency. For a deeper understanding of how a Customer Portal for Dynamics 365 Business Central can benefit your business.

click here to know more: https://www.intelegain.com/microsoft-dynamics-365-business-central-customer-portal/

#dynamics365customerportal #CustomerPortal #Dynamics365 #BusinessCentral #CustomerExperience #BusinessAutomation #ERPIntegration #ClientPortal #DigitalTransformation #CustomerService #BusinessEfficiency #CloudSolutions #OrderManagement #SupportAutomation #SupplyChainManagement #BusinessGrowth

[rajulaw-immigration-service]

At Raju Law, we're redefining client service with our in-house built automated server! Our state-of-the-art system is designed with our client’s convenience and confidentiality in mind. Here's how we put our clients first through our server: Track the real-time progress of all your ongoing cases. Check payment history and make payments securely. Contact your case managers directly and provide feedback on the server. Enjoy utmost data safety and confidentiality—your data never goes to any third party. Our custom-built software ensures reliability with multiple backups. Access our services on-the-go with our upcoming app for Android and Apple users. Choose us for your immigration needs and experience the difference our cutting edge technology and dedication can make. Your satisfaction and privacy are always our top priorities. #ClientPortal #TechFriendly #DataSafety #SecurePayments #InHouseSoftware #LegalTech #ClientFirst #ComingSoon"

[technicalsphere]

3 Best Client Portal WordPress Plugins (Free + Paid)

https://technicalsphere.com/client-portal-wordpress-plugins/

[storeoutrightcrms]

Deliver the best customer experience with SuiteCRM Customer Portal. Monitors, all the customer-centric activity to convey customer satisfaction.

"Treat the customer as God " 

For more info -: http://bit.ly/2ms2WKM

[reyx-baron]

Abstract： Interactive Brokers has recently made an improvement to its FX CFD symbol search feature in the Client Portal. This update is aimed at providing a more streamlined and efficient search experience for users.

[jumpplblog]

www.jumppl.com is a Project & Team Management Platform that delivers measurable improvement in Team’s Productivity. 

[insurance-brokers-india]

What Is Insurance Broker Management Software and How Does It Benefit Insurance Brokers?

Insurance Broker Management Software is a specialized tool designed to streamline the operations of insurance brokers by automating and organizing various processes like client management, policy administration, claims handling, and reporting. It helps brokers manage their relationships with clients, track policies and renewals, and handle claims more efficiently, ultimately enhancing productivity and client satisfaction.

Here are some key features of Insurance Broker Management Software:

Client and Policy Management: Centralized management of client details, policy information, and renewal tracking, allowing brokers to easily access customer history and manage multiple policies from a single platform.

Document Management: Securely store and manage insurance documents, proposals, and claims forms, with easy access for both brokers and clients.

Claims Processing: Streamlines the process of tracking and managing claims, from filing to settlement, ensuring transparency and quicker resolution.

Automated Renewals and Reminders: Helps brokers keep track of policy renewals and sends automated reminders to clients, reducing the risk of missed renewals.

Reporting and Analytics: Provides detailed reports on sales performance, client acquisition, claims ratio, and other important metrics, helping brokers make data-driven decisions.

Integration Capabilities: Often integrates with other tools like accounting software, email platforms, and customer support systems, providing a seamless workflow.

Client Portal: Allows clients to log in and view their policy details, download documents, and track the status of their claims, offering transparency and convenience.

Some popular examples of Insurance Broker Management Software include:

Mzapp Insurance Broker Software: Focused on CRM functionalities, client login, and policy management tailored for the Indian insurance market.

Applied Epic: A widely used platform offering comprehensive management for brokers with features like accounting integration and carrier connectivity.

HawkSoft: Known for its user-friendly interface and capabilities to automate various insurance processes, suitable for small to mid-sized brokerages.

Such software helps insurance brokers save time, improve client engagement, and efficiently handle the complexities of the insurance industry.

[yourstreetbedford]

For #september , www.bedfordstmarketing.com is working on a #seomanagement and #digitalmarketing platform to our site.... stay tuned for updates and how to access this amazing tool for #smallbusiness ... email Paul@bedfordstmarketing.com for more details.... @getthryv @hcalumni @stamforddowntown @stamford_connecticut #customers #marketing #digitalmarketing #business #seo #retargeting #onlinebusiness #api #clientportal #socialmediamarketing #branding #brandawareness #marketingdigital #instagood #instalike #emailmarketing (at Bedford Street Marketing) https://www.instagram.com/p/B11CqUMpGo2/?igshid=1e8vuiyj59g25

[weflowtips]

Webflow Tip of the Day

“Use Webflow’s Nested Collection Lists + Tabs to Build Dynamic Multi-Category CMS Views”

If you’ve ever wanted to build a layout like:

A blog categorized by topics

An FAQ section grouped by subject

A list of products filtered by type

A documentation system (like Help Center)

...all dynamic, powered by CMS, and without external scripts — this method is for you!

What You Need:

Two CMS Collections

Example:

-Blog Posts

-Categories

A Reference Field

In the Blog CMS, add a Reference Field to link each post to its Category.

Step-by-Step:

1. Drop a Collection List for Categories

This will act as your outer loop.

Show the category title or tab name (e.g. “Marketing”, “Design”, “Tech”).

2. Nest a Collection List Inside

Inside each category item, drop another Collection List.

Filter it to show only Blog Posts where the Category = Current Category.

3. Style as Tabs or Accordions

Use Webflow Tabs for a native tabbed layout.

Or use Interactions to create accordion-style collapsible sections.

4. Add Pagination or Scroll Overflow (Optional)

If you expect a lot of posts per category, enable pagination or set a max-height with scroll overflow.

Example Layout:

Imagine a CMS-powered "Resources" Page

Categories:

Design

Marketing

Development

Each tab or section dynamically shows related blog posts under that category — no manual updates needed!

Pro Tricks:

Use the currentCategory class to highlight active tabs

Add scroll-based animations (e.g., fade-in posts when visible)

Use position: sticky on tab headers for a floating category nav

Combine this with Finsweet Attributes or Wized to make it filterable on the fly

Perfect For:

Blog Archives (tagged articles)

Product Browsing by type or brand

FAQs by topic

Knowledge Base like Help Centers

Directory-style layouts (e.g. services, team members, listings)

Want a CMS system that auto-scales, filters, and looks clean?

Check out my work here:

🌐 Portfolio: www.webflowwork.com

🎯 Upwork: https://bit.ly/4iu6AKd

🎯 Fiverr: https://bit.ly/3EzQxNd

#WebflowTips #WebflowCMS #NestedCollections #WebflowDesign #NoCodeLogic #WebflowExperts #DynamicTabs #MadeInWebflow #WebflowIndia #CategoryFilter #CMSLayout #ClientPortals #AdvancedWebflow