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Customer profiles


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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

2 replies

ScottWorld
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  • Brainy
  • 8794 replies
  • January 11, 2024

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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  • Author
  • New Participant
  • 1 reply
  • January 12, 2024
ScottWorld wrote:

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


Scott, thanks for the great info. I will take a look at the podcast and see how it goes!


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