This application provides a comprehensive system for managing relationships with both clients and partners, allowing businesses to track essential information, projects, and interactions. It enables secure, tailored portals for external stakeholders to collaborate and access relevant data.
Describe it to the Assistant’s App Starter and FasterOS designs it. This is the plan it made from the words “Client & Partner Portals”: 5 forms that work together, each also a table of records. Yours is designed from your own description, and you can change any of it before anything is made.
Company
Records essential details for client organizations and business partners.
Name
Text
Type
One choice: Client, Partner
Status
One choice: Active, Prospect, Inactive
Industry
Text
Website
Text
Phone
Text
Address
Long text
Account Manager
Team member
Notes
Long text
Contact
Stores individual contact persons associated with client and partner companies.
Belongs to Company
First Name
Text
Last Name
Text
Title
Text
Email
Text
Phone
Text
Role
One choice: Decision Maker, Technical Contact, Billing Contact, Other
Notes
Long text
Project
Manages the details and progress of specific projects undertaken with clients or partners.
Belongs to Company
Name
Text
Status
One choice: Proposed, In Progress, On Hold, Completed, Canceled
Type
One choice: Implementation, Customization, Support, Consulting, Partnership Initiative
Start Date
Date
Due Date
Date
Project Manager
Team member
Budget
Money
Description
Long text
Activity
Logs all interactions and communications with companies and related projects.
Belongs to Project and Company
Type
One choice: Call, Email, Meeting, Note, Task, Portal Message
Date & Time
Date
Subject
Text
Notes
Long text
Contact Name
Text
Internal Owner
Team member
Status
One choice: Completed, Scheduled, Canceled
Media
Stores files, documents, and images related to companies and projects.
Belongs to Company and Project
Title
Text
File
Image
Type
One choice: Document, Contract, Report, Image, Other
Description
Long text
Date
Date
The reports your team works in
Every form gets a report: the screen where your team finds, adds and edits records, newest first. Here’s what each one shows, and who it’s for.
Company
Filled in by Internal Staff
Used by Internal Staff
Columns
Name, Type, Status, Industry, Website, Phone, Account Manager
Time frame
By date: today, this week, this month and more
Opened, it also shows
Address, Notes
Related records
Contact, Project, Activity, Media, a click away on each row
Contact
Filled in by Internal Staff
Used by Internal Staff, Company Portal Users
Columns
First Name, Last Name, Title, Email, Phone, Role
Opened, it also shows
Notes
Project
Filled in by Internal Staff
Used by Internal Staff, Company Portal Users
Columns
Name, Status, Type, Start Date, Due Date, Project Manager, Budget
Time frame
By date: today, this week, this month and more
Opened, it also shows
Description
Related records
Activity, Media, a click away on each row
Stats
Totals, averages and counts, worked out for you
Activity
Filled in by Internal Staff
Used by Internal Staff, Company Portal Users
Columns
Type, Date & Time, Subject, Contact Name, Internal Owner, Status
Time frame
By date & time: today, this week, this month and more
Opened, it also shows
Notes
Media
Filled in by Internal Staff, Company Portal Users
Used by Internal Staff, Company Portal Users
Columns
Title, Type, Date
Time frame
By date: today, this week, this month and more
Opened, it also shows
File, Description
How it fits together
The data is structured around central Company records, with related information nested beneath. Projects and activities are linked to specific companies or projects, and media files can be attached to both companies and projects.
Contact belongs to Company — each contact person is associated with a specific client or partner company.
Project belongs to Company — each project is undertaken for a specific client or partner company.
Activity belongs to Project (and also Company) — activities track interactions related to a specific project, or general interactions with a company.
Media belongs to Company (and also Project) — files and documents can be attached directly to a company or to a specific project.
Company — no parent entity; companies are the primary, top-level records in the system.
Make it yours in minutes
Create a free account, open the Assistant and choose App Starter.
Say what you need in a sentence, in your own words.
Review the plan: rename forms, add or remove fields, choose their types.
Press Create Data Foundation: the forms, a report for each, and a data dictionary are made for you.
Put them in an app, give it your theme, and share it with your team or the world.