Description
Run your entire customer relationship from one Notion workspace. The SaaS Client Portal gives every account a single home for onboarding, support tickets, feature requests, docs, billing and release notes — while your success and support team runs the whole book from one command-centre dashboard.
WHAT’S INSIDE — 7 linked databases:1. Accounts — every customer with plan, seats, MRR, health, renewal (auto onboarding %, open tickets, ARR & adoption flag)2. Onboarding — guided per-account checklist by phase; completion drives each account’s onboarding %3. Support Tickets — SLA-aware desk; breach flags computed automatically from priority + opened time4. Feature Requests — customer-facing vote board; Votes ÷ Effort priority scoring5. Knowledge Base — categorised docs with stale-doc freshness flags6. Billing / Subscriptions — invoices, balance due, past-due & pay flags7. Release Notes — public changelog that links the requests it closed
BUILT-IN DASHBOARD surfaces SLA breaches, accounts stuck in onboarding, the support queue, top feature requests, upcoming renewals, past-due invoices and what shipped — no digging.
CUSTOMER PORTAL sub-page: duplicate it, filter to one account, share it — each customer sees only their own onboarding, tickets, requests, docs and billing.
WHY IT’S DIFFERENT: pre-built relations, rollups and formulas mean you never write a formula. Ships with realistic sample data so every view works on day one. Money is in Rand (ZAR) — switch
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