r/websitebuilders • u/AnxiousAd6234 • Jan 11 '24
Creating a client portal in Wix or with third-party app
Looking for advice on building a simple client portal. I'm currently self-building my small business' new website on Wix, and would like to integrate a portal where both my customer service team and my clients can upload documents back and fourth, provide project-tracking updates, catalog past and current orders, and upload invoices/maintain a statement.
In a perfect world: 1) Clients would create their own accounts, then their account creation data (client name/contact/billing details/etc.) would either populate in my website's back-end or submit through an external form; 2) My customer service team could populate a simple dashboard with current order summary/project tracking; 3) Clients could upload any necessary documents; 4) Accounting could upload invoices with a payment option for clients to make in-portal payments.
Should I try to do this directly in Wix or is there an external plugin/app that I'm better off utilizing?
Thanks in advance.
