More details of question:
I want to create a login portal on square space for a real estate developer for client regarding the concerns of their homes. We need to create a login page and management portal of clients who buy our condos. After they move in, we want them to be able to log in and post pictures and issued they notice with their property so we can address them. And to be able to update progress on this portal and for them to see it as well as communicate back and forth on this portal regarding the issues. Our website now uses SQUARE SPACE PLATFORM.
Answer: It sounds like the main things you need are a way for your clients to post photos of property issues and see the progress of their repair. With all portal designs, we’ll speak to clients and see the alternatives to creating a portal as our aim is building tools that are simple and scaleable. In this case, you could use a Pipedrive pipeline linked up to a webform on your website so that clients post their images but to allow for multiple images uploaded, you could also set up a Podio app with an integrated webform. Once the request has been received, you could email the client back and forth until the issue is resolved. By utilising a simple help desk app like Help Scout, you could scale your support and use FAQs within your emails to clients. If you were looking to set up a portal, you could use Client Portal or alternatively set up a type of customer support portal for receiving requests.
There’s ol’ school advice to move towards working “on” your business rather than working “in” your business. It is true but it often met by the thousand reasons why there will never be enough time in the world to move away from doing your boatload of daily tasks. For any hope at moving towards, perhaps, …
Thanks for the answer request. What you’ve got: Not much money No real skills What you want: To start a business I’m taking a wild guess on this one that you either had a bad experience working for someone else, are looking for more of a lifestyle business or love Shark Tank… or all three …
There are some parts of my job that sound so boring to my children that I should tell them about my day as bedtime stories. Building better systems and processes is one of them. Integrating apps is another. But the winner? Building intranets for businesses. For most people in a corporate environment (including myself), the …
We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio. To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment. For more details on emailing data from …
Login portal for real estate agent on Squarespace website
More details of question:
I want to create a login portal on square space for a real estate developer for client regarding the concerns of their homes. We need to create a login page and management portal of clients who buy our condos. After they move in, we want them to be able to log in and post pictures and issued they notice with their property so we can address them. And to be able to update progress on this portal and for them to see it as well as communicate back and forth on this portal regarding the issues. Our website now uses SQUARE SPACE PLATFORM.
Answer: It sounds like the main things you need are a way for your clients to post photos of property issues and see the progress of their repair. With all portal designs, we’ll speak to clients and see the alternatives to creating a portal as our aim is building tools that are simple and scaleable. In this case, you could use a Pipedrive pipeline linked up to a webform on your website so that clients post their images but to allow for multiple images uploaded, you could also set up a Podio app with an integrated webform. Once the request has been received, you could email the client back and forth until the issue is resolved. By utilising a simple help desk app like Help Scout, you could scale your support and use FAQs within your emails to clients. If you were looking to set up a portal, you could use Client Portal or alternatively set up a type of customer support portal for receiving requests.
I hope this helps.
Related Posts
Perspective: Above & slightly to the left
There’s ol’ school advice to move towards working “on” your business rather than working “in” your business. It is true but it often met by the thousand reasons why there will never be enough time in the world to move away from doing your boatload of daily tasks. For any hope at moving towards, perhaps, …
What is the best business to start with the lowest overhead if I don’t have a lot of money and no real skills?
Thanks for the answer request. What you’ve got: Not much money No real skills What you want: To start a business I’m taking a wild guess on this one that you either had a bad experience working for someone else, are looking for more of a lifestyle business or love Shark Tank… or all three …
It’s not called an intranet
There are some parts of my job that sound so boring to my children that I should tell them about my day as bedtime stories. Building better systems and processes is one of them. Integrating apps is another. But the winner? Building intranets for businesses. For most people in a corporate environment (including myself), the …
Sync form data without using Zapier (or an API)
We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio. To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment. For more details on emailing data from …