The Customer Service Visits Portal allows offline businesses to capture onsite customer service visits requests in a single place. 

Admins can capture the service request details on the platform and assign the request to one of the staff members. Admin can create new customers and new staff members, edit their profiles, add/update service requests, and view the requests on a map.

Staff members see a list of all customer visits that they have to make on any given day.

Customer Service Visits Portal

Coordinate onsite physical customer service requests in a single place

A base template with admin and user functions to quickly start building a new project without setting up existing functions from scratch.

New Project Starter Base

Quick start template for new projects

This app is the perfect solution for real estate brokers to manage their real estate listings, leads, and sales pipeline in a single place. 

Real Estate Listings & Leads Management CRM

Manage your real estate listings and leads/enquiries in a single place

## What is the Client Portal Template?

The Client Portal template provides a centralized workspace for internal teams and clients to collaborate effectively. It allows file sharing, project and task management, and real-time status tracking.

- Share files securely with clients through a dedicated document library
- Create projects with tasks and assign responsibilities to internal or external collaborators
- Track task progress with visual kanban boards and status updates
- Streamline communication by discussing tasks directly within the portal

Try the Client Portal template today to simplify collaboration with your clients.

## Why you should use the Client Portal Template with Glide

A client portal built with Glide lets you consolidate all project information, files, tasks, and communication in one central location. It enables smooth collaboration between your team and clients, improving transparency and keeping everyone on the same page. 

-  Glide connects to your existing data sources like Google Sheets and databases, so you can create interfaces on top of your current data without migrating everything.
- The integrated Data & Layout Builder allows you to quickly update data and app layouts, speeding up development and iteration.  
- Create custom workflows with Glide Actions to automate repetitive tasks and integrate with other tools your team uses.
- Glide's pre-built UI components and responsive design ensure your client portal looks professional and works flawlessly across devices. 

With a Glide client portal, you'll boost productivity, reduce back-and-forth, and provide a top-notch experience for clients. Get started today to bring order to your client collaboration process.

## Who should use the Client Portal Template

### Project Manager

As a project manager, this template helps you stay organized and on top of all your tasks and deadlines. With clear visibility into project timelines, resource allocation, and team collaboration, you can effectively manage multiple projects simultaneously.

- Gantt chart view for visualizing project schedules and dependencies
- Kanban board for tracking task progress and workload
- Team calendar for scheduling meetings and deadlines
- Document storage for centralized access to project files

Take control of your projects - try this template today.

### Service Delivery Manager

As a Service Delivery Manager, you can improve collaboration between your team and clients using this Client Portal template. Keep projects on track by centralizing communication, file sharing, and task management in one secure platform. 

- Create dedicated project spaces to share files, assign tasks, and track progress
- Get real-time updates on task status from both your internal team and client contacts
- Reduce back-and-forth emails by housing all project information in a single location

Try the Client Portal template today to streamline service delivery and keep clients in the loop.

Client Portal Template

Collaborate on projects with clients through the Client Portal app—share files, create tasks, and track progress in one central location.

Upload documents like CVs, proposals, invoices, quotations, and chat with PDF using AI to understand the fine print and to find answers to your specific questions.

Chat with PDF

Converse with a document using AI

Discover an innovative app that empowers users to effortlessly transform audio files or snippets of text. With a wide selection of pre-defined prompts, unleash the power of AI to generate customized outputs based on your chosen prompt. Experience the ultimate convenience and creativity as you explore endless possibilities with this groundbreaking app. Try it now and witness the magic of prompt-driven transformations at your fingertips.

Audio & Text Transformation with AI & Custom Prompts

Transform Audio & Text using Configurable Custom Prompts & AI

This job board template is ideal for businesses and companies to help them manage job listings from start to finish. 

Admin can add recruiters and hiring managers. Recruiters and Hiring Managers can list a job.

Company Job Board

Publish all openings at your company/business

Rental/Loaner Equipment Management System for small businesses like:
- book/toy libraries
- home care, hardware, tool & DIY equipment
- vehicles,  vacation rentals
- costume rental stores
- furniture rental stores

The app also recommends related products to pitch to customers using AI.

Rental Assets Management System

Streamline Your Rental Business

An web-based advanced CRM solution for small businesses and teams to help manage your customers, deals, activities in one place. This template is based on Pipedrive's activity-based sales philosophy and is known to work well.

Web-first Advanced CRM

Close sales faster using the activity-based sales philosophy

A web and mobile app to manage memberships for any kind of membership setup. The app has options to add, edit, delete members, plans, payments and is ideal for a small membership business like gyms, clubs, mastermind groups, etc. The app also has a feature for displaying members' upcoming birthday reminders.

Membership Management

Manage members, paid memberships, and birthdays

Allow your users to ask questions, which could be a very good source for FAQs, and allow experts to respond to common queries.

Q&A Forum

Community Q&A Forum

A single app to manage your orders internally at a restaurant, cafe, kiosk:
- create multiple tabs
- add items to an open tab
- see sales dashboard
- manage items on the menu

This app can be used in any business setting to manage orders internally.

Internal Point of Sale

Manage your live orders and tabs in your cafe, restaurant, kiosk

An internal social networking app that allows people to connect with other members of the company/group using double opt-in.

Intra-company Networking

An internal social network app for professional networking and growth.

Customers can build a dynamic shopping cart that consists of multiple items in a single order. They can place multiple orders one after the other and track the status of all orders. Admin & Staff can update the status of orders.

Ordering System with Dynamic Shopping Cart

Allow customers to place orders for pickup & delivery

A Customer Portal for B2B or B2C customers to view your product catalog, place an order with a business, and track the order status.

Customer Order Management Portal

One-stop shop for your customer orders

## What is the Business Card Scanner Template?
The Business Card Scanner Template allows you to scan business and visiting cards using your phone's camera. After scanning, you can review and edit the card details before saving them to your preferred CRM or contacts app.
- Scan cards quickly by simply pointing your phone's camera.
- Edit scanned card details like name, company, phone numbers etc.
- Save scanned cards to popular CRM tools or your phone's contacts.
- Access scanned cards anytime, anywhere on your mobile device.

Try the Business Card Scanner Template to easily digitize and organize business cards on the go.

## Why you should use the Business Card Scanner Template with Glide
A business card scanner template built on Glide makes it easy to capture and manage contact information from business cards. No more losing those valuable connections or struggling to read messy handwriting. Simply scan a card and the template automatically extracts the details for you.
- Quickly scan business cards using your phone's camera.
- Access contact details anywhere by syncing data across devices.
- Edit and update information before sending it to your CRM or address book.

With this template's data-first approach and cross-platform syncing, you can ditch manual data entry and keep all your business contacts organized in one central place. Try the business card scanner template today to simplify networking and never miss an important connection again.

## Who should use the Business Card Scanner template 

### Operations Manager
As an Operations Manager, this template helps you efficiently manage your team's daily operations and projects. Gain better visibility into key tasks and ensure smooth workflow across your organization.
- Easily track the status of critical projects and tasks in a centralized dashboard.
- Assign responsibilities, set due dates, and add notes for seamless collaboration.
- Get automatic reminders and notifications to stay on top of important deadlines.

Take control of your operations today by trying out this intuitive template.

### Sales Director
As a Sales Director, this Business Card Scanner Template allows you to efficiently capture and manage contact information from business cards right on your mobile device. No more losing important leads or struggling with illegible handwriting.
- Scan business cards quickly and accurately with your phone's camera.
- Edit and update contact details within the app before saving to your CRM.
- Automatically sync new contacts to your preferred CRM platform to stay organized.

Try the Business Card Scanner Template today and streamline your lead collection process.  

Templates by Amit Sarda