Client Portal Builder
Create custom client portals in just a few clicks
One single login for your clients
All information & resources in one place
100% white-label in your branding
600+ companies already use LeadTable
Agencies jump between different tools and spend lots of time on manual support tasks
Unstructured onboarding process
Time-consuming manual reporting
The onboarding form is filled in once and can never be edited again
“Could you send me the link to the images again? It’s expired!”
Unstructured onboarding process
Time-consuming manual reporting
The onboarding form is filled in once and can never be edited again
“Could you send me the link to the images again? It’s expired!”
Calls & emails from clients with annoying support requests
“Could you send me the link to the campaign drafts again?”
No clearly defined communication process
Time-consuming video courses that nobody really watches
Calls & emails from clients with annoying support requests
“Could you send me the link to the campaign drafts again?”
No clearly defined communication process
Time-consuming video courses that nobody really watches
Untapped potential when it comes to “asking for referrals”
Placing upsells is often difficult & depends on sales talent
“Sorry I’m late! I couldn’t find the Zoom link!”
Untapped potential when it comes to “asking for referrals”
Placing upsells is often difficult & depends on sales talent
“Sorry I’m late! I couldn’t find the Zoom link!”
The solution
One single login for your clients – everything in one place
Drag-and-drop editor
Design custom client portals and pages in a few clicks – no coding knowledge required.
Smart widgets
Choose the right ready-made widgets for your use cases and place them via drag and drop.
Ready-made templates
Get started straight away with professional templates for home pages, onboarding courses or referral programmes.
Central overview
Keep track of all pages and manage all your client portals in one place.
Central management
Decide which client sees which pages – complete control over access and content.
Permissions management
Define exactly which login can see which pages.
Client portal templates
Create templates once and set up new client portals in two clicks.
Smart variables
Store client-specific data such as Google Drive links or contacts and have it inserted automatically.
One single login for your clients – everything in one place
Give your clients their complete tool set & all key resources in one central portal – and boost client retention.
What you can create with the Client Portal Builder
Endless possibilities for better client experiences
Feedback on the Client Portal Builder
What our customers say about the Client Portal Builder
Try LeadTable for free
Add more value to your services with LeadTable
Of course, you can cancel at any time within the 14 days.
