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‎Jan 11, 2024 02:43 AM
Hi guys,
I run a B2B business and means that throughout the time we have multiple contracts, quotes, services etc. Historical and ongoing.
I was wondering If I could create a profile that links their contracts, quotes for long term relationships building that they can see and checkout for themselves - kind of like their own dashboard related to the business that they have with us Kind of like you can see the delivery status and past orders in Amazon
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‎Jan 11, 2024 03:44 AM
Airtable could store the data on the backend, but for the frontend, you would do that with a customer portal tool. Some of the best Airtable portals are Noloco, Softr, and JetAdmin,
JetAdmin might be my favorite, but Noloco might be the most powerful. I give a brief tutorial of Noloco on this Airtable podcast. And I also presented a full one-hour webinar on Noloco called Building a Client Portal on Noloco powered by Airtable.
p.s. If you have a budget for your project and you’d like to hire an expert Airtable consultant to help you with any of this, please feel free to contact me through my website: Airtable consulting — ScottWorld
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‎Jan 11, 2024 11:34 PM
Scott, thanks for the great info. I will take a look at the podcast and see how it goes!
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