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Software for SaaS companies

Client portal for SaaS companies

If you run an early-stage SaaS selling to small teams, you've probably seen it: support tickets repeat questions the docs already answer. This client portal takes that job off your plate. A private portal where your clients see their documents, status and messages.

Why SaaS companies ask for this

Support tickets repeat questions the docs already answer. It sounds small, but for SaaS companies it repeats every week. The client portal takes it over.

What it looks like in practice

Picture an early-stage SaaS selling to small teams. A user logs in to see where things stand, downloads the latest document and uploads the one you asked for. They don't need to email you, and you're notified of the upload.

How it works for SaaS companies

Once the client portal is running for an early-stage SaaS selling to small teams, this is the sequence.

  1. We decide what clients should see and do.
  2. I build a login with status, documents and messages.
  3. It connects to HubSpot.
  4. Notifications go out when something changes.
  5. You get it deployed and own the code.

Tools it connects to

It plugs into the tools SaaS companies already use, such as HubSpot, Notion and Postmark, and runs on Next.js, Supabase and n8n.

  • HubSpot
  • Notion
  • Postmark

Questions from SaaS companies

Does the client portal work with HubSpot?

Often, yes. Before building the client portal I check your HubSpot account and plan, because some features depend on API access. If there's a gap for your SaaS setup, you'll know before you pay anything.

How long does it take to set up for SaaS companies?

Plan on 3 to 5 weeks from the day I get access to your accounts. Most of that is testing with your real demos and messages, so nothing goes live until it behaves the way you want.

What will my users see?

They'll see one login to check status and download files. I write the wording with you so it sounds like your SaaS business, and you approve it before launch.

Want this for your SaaS business?

Tell me how your SaaS business handles this today. I'll reply with what I'd build, what it costs and how long it takes.

Get this built
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