Join Softr Senior Product Manager, Jakub Tutaj, and SmartSuite's VP of Partners, Avi Hercenberg as they dive into the ins and outs of building a powerful client portal with the seamless integration of Softr and SmartSuite.

Softr, the renowned no-code tool empowering individuals and businesses, offers an unparalleled platform for effortlessly creating bespoke websites, web apps, and portals. Utilizing its intuitive drag-and-drop interface and an array of customizable templates, Softr enables swift and efficient web application development without the need for extensive coding.

Chapters:
00:00:00 - Introduction to SmartSuite Integration with Software
00:01:23 - Building Custom External Tooling
00:02:48 - Building a Client Portal with No-Code Software
00:04:27 - Building a client portal with software and smart
00:06:08 - Introduction to Project Structure
00:08:03 - Introduction to SmartSuite's Work Management Platform
00:09:26 - Building Custom Apps with SmartSuite
00:11:05 - User Roles and Permissions
00:12:58 - Showing Relevant Projects to Relevant People
00:14:50 - Role-based Access Control in Software
00:16:48 - Permissioning System and User Groups
00:18:36 - Creating a Relevant Invoice List
00:20:35 - Creating a Multi-App Application in SmartSuite
00:22:39 - Creating Invoice Titles and Previews
00:24:45 - Adjusting Visibility and Filters
00:26:44 - SmartSuite Features and Capabilities
00:28:11 - Connecting SmartW and Software Account Names
00:29:54 - Logic of Linked Records in SmartSuite
00:31:27 - Live Demonstration: Editing Task Details
00:33:25 - Smart Suite and Software Integration
00:35:03 - Real-time Data Syncing
00:36:39 - Optimizing Design for Different Screen Sizes
00:38:28 - Internal and External Users
00:39:57 - Granular Permissions in Software Solutions
00:41:23 - Data Storage in Software
00:43:07 - Data Security
00:44:29 - The Benefits of Using SmartSuite for CRM and Project Management
00:45:55 - Database Management and Rich Documents
00:47:41 - Localization and Global Partner Community
00:49:00 - Beta Testing and Future Support
00:50:33 - AI Session Conclusion