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Client portal

Build a custom client portal

Allow your team to efficiently manage client data while customers enjoy self-service access. Fully branded and secure!

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  • Centralized client hub with real-time updates
  • Branded portal tailored to your workflow
  • Scalable automation for every onboarding step

Where traditional client portals fall short

Solve common client portal limitations with Noloco.

Limited customer autonomy

Security gaps

Lack of real-time communication

One portal, every client

Each client sees only their own work

Switch between an account lead, a designer and a client. It's one set of campaigns with no copies: each client sees only theirs, and only account leads see the retainer.

Account leads like Bianca see every campaign, Retainer included. Designers like Kenji see every campaign, but never Retainer. Noor at Fernbrook Cider sees only Fernbrook Cider's 3 campaigns, and never Retainer.

Solve common client portal limitations with Noloco

Self-serve client portal to empower your customers

Let your customers access vital information, manage their data, and perform actions through a modern and easy to use self-serve client portal—which they can access whenever they choose.

Fernhill Studio's client portal as Maya Chen at Harbour Foods sees it: copy to approve, banner options to review and an order form to send, her requests and their status, her company details with an Edit link, and recent files

All your data in one place for improved customer communication

Centralize data from Airtable, PostgreSQL, MySQL, and Google Sheets in one location to easily collaborate and share important information with your customers.

Noloco's Data tab with Airtable, PostgreSQL, MySQL and Google Sheets sources side by side: a Clients table synced from Airtable, with open requests, outstanding invoices from PostgreSQL and hours from Google Sheets on each client

Secure, granular access control for data protection

Set custom permissions so clients only see what’s relevant to them, keeping sensitive information safe. With easy-to-use filters and access controls, you can deliver a personalized, secure experience for each customer—all through one portal.

A Client permission on the Requests table in Noloco: clients see only requests where Client is the logged-in user's company, can read but not edit, and can't see the Budget or Internal notes fields

Automation to save time and eliminate errors

Create custom actions that trigger workflows, streamline repetitive tasks, and update fields automatically to boost productivity.

Setting up an Approve button on a client request in Noloco: one click updates the status to Approved, adds a comment and runs a workflow that notifies the project team, and the button only shows while the request needs approval

How to build a client portal for your business

Follow this step-by-step video to build a client request portal in Noloco: no more scattered inbox threads or manual status chasing.

Play video: How to Build a Client Portal for Your Business (Step-by-Step + Checklist)
Video by Internyl Consulting, a Noloco expert partner

Client onboarding

Streamline onboarding from day one

Manual onboarding slows down your team and frustrates clients. With Noloco, you replace spreadsheets, scattered tools, and email threads with a unified, automated client onboarding portal experience that saves time and builds trust.

Inviting two people from a new client to a Noloco portal with the Client role: not a team member, restricted by data permissions, unable to modify the app

Deliver top-class service with a fully white label client portal

Elevate your client experience by delivering a portal that’s 100% branded and tailored to your business. Noloco’s white label client portal platform lets you showcase your professionalism, build stronger client trust, and differentiate your services—all without writing a single line of code.

Noloco's Layout and design settings: the accent color nav theme and a blue accent color, with a preview of the app's sidebar in that color

Customer stories

Teams running on Noloco

Integrations

Connect the tools you already use

  • Airtable
  • Postgres
  • MySQL
  • Google Sheets
  • HubSpot
  • Stripe
  • Xano
  • Supabase
  • SmartSuite
  • Zapier
  • Make
  • n8n
  • Slack
  • Google Drive

What teams say

  • “Noloco is the best tool for an intranet I've used. The speed at which you can roll stuff out is nuts. And you have the customization without the usual trade offs. Phenomenal platform, really.”
    Oliver BryantCo-founder & CEO, SAFARI.COM
  • “I think Noloco is the absolute best product I've seen - continues to blow me away every day. I am using Noloco to build an app that will allow me and two team members to do the work that most firms would require 10 people to do”
    Marshal HodaAttorney & Founder, Hoda Law Firm
  • “Clean UI, great customization, and the best support team I have ever experienced with any software. We needed an internal & client tool and evaluated other tools, we loved the flexibility and UI design of Noloco the best. Bright future for this team and product!”
    Clayton GarnerVP of Operations, Fergmar
  • “We have been using them for about a year now, and the improvement since a year ago has been significant, so the product is excellent (very flexible, easy to set up, and full of very powerful features)”
    Xing ZhangFounder & CEO, AirReading
  • “With Noloco, we're able to onboard people very quickly and easily. The second they get that link, they're dropping all their documents, and filling in their information. Now I have everything and it's all tagged, rather than sending me an email with 20 attachments and having to sort through and organize them myself.”
    Melanie BaldridgeCEO & Founder, RE Cost Seg
  • “I'll be honest, I saw parts of the system during your demo and was thinking it could be a great tool, but I didn't think it would be this easy to get around and integrate - very impressive!”
    Stuart BannonICT Manager, Gill Education

Ready to create the perfect client portal for your customers and team?

Click below to start designing your custom portal. No developer expertise required.

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