👉 Want to try Softr for yourself? Use our affiliate link to receive a 3-month trial for FREE by applying the coupon code PROCESSDRIVEN_3MONTHS at checkout: https://softrplatformsgmbh.partnerlin...
👉 Need SmartSuite? Use our affiliate link to show us your support: https://partners.smartsuite.com/20240...

Looking to take your project management to the next level and boost client satisfaction? Check out Softr and SmartSuite using our links below! In this week's video, Layla walks you through creating a dynamic client portal using these powerful tools.

Prefer to read along? Read the blog here: https://processdriven.co/smartsuite/a...

Videos & resources mentioned in this episode:
🔗 Check out SmartSuite here ➡️ https://partners.smartsuite.com/20240...
🔗 Check out Softr here ➡️ https://softrplatformsgmbh.partnerlin...
🔗 Get the Property Management Solution Template through SmartSuite ➡️ https://partners.smartsuite.com/20240...
🔗 How to Use SmartSuite's Mobile App (Tutorial & Review) ➡️    • How to Use SmartSuite's Mobile App (T...  
🔗 7 Reasons to Use ONE Project Management Software ➡️    • 7 Reasons to Use ONE Project Manageme...  

Here's what this video covers:
00:00 Introduction
01:21 - How does Softr work within SmartSuite?
02:28 - How do I add a template into SmartSuite?
05:03 - What is a field inside SmartSuite?
06:48 - What is a form inside SmartSuite?
07:34 - What is a shared view within SmartSuite?
07:59 - Should I invite my tenant into SmartSuite?
08:27 - Can I incorporate software on top of SmartSuite?
09:22 - How do I link Softr to SmartSuite?
11:14 - What are the different blocks in Softr?
11:48 - How can I start creating a Kanban view within Softr?
17:13 - How do I create a conditional filter inside Softr?
17:50 - How do I connect Softr with particular information inside SmartSuite?
18:45 - How do I customize my user data inside Softr?
20:36 - Watch how we create a customized experience in fast mode
22:03 - What will my customers experience inside the user area I created in Softr?
24:42 - How can I check out Softr?

[ RESOURCES ]
👉 Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_so...
👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?ut...
👉 Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_sou...

[ WORK WITH ME ]
🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: https://processdriven.co/services/mem...
🔥 Learn SmartSuite basics with my beginner course: https://processdriven.co/services/sma...
🔥 Learn ClickUp basics with my beginner course: https://processdriven.co/services/min...
🔥 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://processdriven.co/sponsor?utm_...

[ DISCLAIMERS ]
Content we publish is sharing information based on our own experience and opinions. We're not your business coach, lawyer, or advisor in any way. We encourage you to do your own research and find a way to Enjoy the Process with your own style and due diligence!

You may notice how our content often includes affiliate links or sponsored content. ProcessDriven may receive compensation for this type of content, which supports the work we do at no cost to you. For details, visit https://processdriven.co/terms

#smartsuite #softr #processdriven