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Dashboards & Portal Pages

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Give Clients and Staff a useful home inside your brand, with the right information visible to the right people.

Create Dashboards for key numbers and next actions, then build private Portal Pages for guides, resources, and project context. Assign by role, Circle, Team, or person and choose where users land after sign-in.

Replaces…~~SoftrClinkedAssembly~~

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Colleagues review a branded client dashboard on a computer

Make a Dashboard for each audience

Show useful blocks and shortcuts where a Client or Staff member begins their day.

Create multiple Dashboards for different purposes

Assign a Dashboard to Clients or Staff

Show role-specific indicators and resources

Use Content Blocks to compose the page

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Put private content where it belongs

Portal Pages keep guides, updates, and resources inside the branded, signed-in experience. Place a Knowledge Base block on a Portal Page, Dashboard or public page; the page and block settings control who can read that placement. Save reusable groups of blocks as Stacks to use on supported pages and dashboards; updates to a Stack apply where it is used.

Create multiple Portal Pages for a user

Limit access by Circle, Team, Role, or person

Show or hide individual blocks for different Circles

Add Pages to menus or link to them from a Dashboard

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Choose the first screen they see

Use a Portal Page as a Start Page when the next step deserves more than a generic landing screen.

Assign a Start Page to a user or Circle

Guide a new Client through onboarding content

Link onward to private resources and tools

Personalize content with Dynamic Data Placeholders

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Bring client work into one workspace

Connect client work across CRM, onboarding, portal access, proposals and billing. Choose the workflows you configure and the plan or optional Power-Ups you need. Every plan includes unlimited Clients and Staff.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling

Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature

Project & Task Management

Payments + Subscriptions

File Exchange

Learning Management (LMS)

Support Tickets

Interactive Community

Secure Messaging