Client project portal template

A fully customizable portal to manage your customer relationships

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Clients are the heart of any business, but it can be challenging keeping on top of communications, managing orders and ensuring all your users’ information is up to date.

This template allows your customers to log in, check their information, track orders or projects and access downloads in a resource library.

This template is fully customizable, so you can tailor it to fit your needs like a glove.

Tempate coming soon

Advanced permissions

Free up your time from repetitive tasks and inefficient emails and get back to focussing on your business objectives.

Order tracking within the app

Track every customer interaction with a Stacker CRM so you can impress with your knowledge of each of your contact's businesses and needs.

Individual customer profile pages

Get an at-a-glance overview of your customers or contacts with a Stacker CRM – start your free trial today.

How to get started with this template

This template includes sample data in three categories: Customer Profiles, Orders and Resources. To get started, replace this data with your own. See our help doc: Stacker Tables: Adding and Editing Rows.

You can change what information is stored in each category by clicking on Manage fields and data tab on the right hand sidebar. You can either change the existing fields, or add new ones.