Insights for Building Better Systems
Practical guides on client portals, monday.com, Softr, automation, and scaling operations — from the team that's built 50+ portals across 15 countries.
8 guides and counting
Showing 8 of 8 articles
How to Build a Client Portal on monday.com Without Buying Guest Licenses
Step-by-step guide to building a branded portal that eliminates per-user licensing costs. Learn how Softr creates unlimited client access on monday.com.
How to Build a Client Portal Without Coding: A Complete Guide
Complete guide to building professional client portals without coding. Compare no-code platforms, learn the architecture patterns, and understand costs and timelines.
Softr vs Alternatives: Best No-Code Portal Builders Compared
Honest comparison of Softr, Bubble, Glide, Retool, and other no-code portal builders. Feature-by-feature analysis for client portals, employee portals, and partner portals.
Client Portal for Accounting Firms: Secure File Sharing and Client Communication
How accounting firms use client portals to replace email attachments, secure document exchange, and streamline client onboarding. GDPR-compliant solutions on monday.com and Softr.
GDPR-Compliant Client Portals: A Complete Guide for European Businesses
How to build client portals that meet GDPR requirements. Covers EU data residency, consent, and compliance architecture on Softr and monday.com.
Client Onboarding Portal: How to Onboard Clients in Days, Not Weeks
Build a client onboarding portal that cuts onboarding time by 60%. Replace scattered emails with structured workflows on monday.com and Softr.
monday.com Portal Partner: When to DIY vs. Hire a Specialist
Should you build your monday.com client portal yourself or hire a certified partner? Honest comparison of DIY vs. specialist approaches with real cost and timeline data.
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