Private client workspaces
Give authenticated clients a focused view of their projects, milestones and requested actions.
Para agencias y equipos de servicios
Crea un portal de clientes adaptado al trabajo real de tu equipo
Sustituye correos dispersos y carpetas compartidas por un portal de marca para proyectos, archivos, aprobaciones y próximos pasos, adaptado a tu servicio.
Respuesta directa
¿Qué es Constructor de portales de clientes con IA?
Un constructor de portales con IA crea una aplicación privada donde cada cliente inicia sesión y consulta sus datos. Marky puede crear la experiencia del cliente, la vista interna, la base de datos, las cargas de archivos y las aprobaciones como un proyecto full-stack editable.
Creado para el trabajo real
Lo que Marky puede implementar
Son capas funcionales vinculadas al flujo de trabajo, no secciones decorativas copiadas de una plantilla.
Files tied to real records
Store uploads in S3-compatible object storage and associate each asset with the right client or deliverable.
Review and approval flows
Capture feedback, approval state, timestamps and revision history instead of losing decisions in email.
Internal operations view
Keep private notes and team controls separate from the simplified experience your clients see.
Your services and integrations
Connect payment, email, CRM or document APIs through protected project secrets when needed.
Branded URL and source code
Publish on an editable subdomain or custom domain, then sync the project to your GitHub repository.
Modelo de datos sugerido
Registros que puede necesitar la primera versión
- Clients
- Organizations, contacts and access scope
- Projects
- Status, owners, milestones and client-visible progress
- Deliverables
- Files, versions, feedback and approval decisions
- Activity
- Comments, requests, notifications and audit history
Ejemplo de instrucción
Dale a Marky una descripción concreta, no una palabra de moda
“Build a client portal for a branding studio. Clients sign in with Google, see project milestones, review two deliverable types, upload reference files and approve work with comments. Staff need a private dashboard for deadlines, revisions and client requests.”Usar como punto de partida
Secuencia práctica de creación
Cómo crearlo con Marky
- 01
Map what clients should see
Separate client-visible records and actions from private notes, controls and team workflows.
- 02
Design the access and data rules
Define clients, projects, files and approvals before Marky implements the authenticated views.
- 03
Test both sides of the portal
Review the customer experience and the internal operator path in the live preview.
- 04
Launch under your brand
Save the approved version, publish it, connect a custom domain and keep the code in GitHub.
Stack de producción compartido
Código estándar y publicación gestionada
React + TypeScript
An editable frontend, not a proprietary page format.
Postgres + typed APIs
Persistent records and protected server-side logic.
Accounts + secrets
Authentication and protected credentials for integrations.
Built-in publishing targets Google Cloud Run. AWS services can be integrated through protected credentials, and the GitHub codebase can be adapted for an AWS deployment by a developer.
Preguntas específicas
Preguntas frecuentes: Portales de clientes
Can different clients see different portal data?
Yes, when that rule is included in the brief and implemented in the server and database access layer. Describe the roles and boundaries clearly so Marky can build and test client-scoped queries rather than relying on visual hiding alone.
Can clients upload and download files?
Yes. Full-stack projects can use the included S3-compatible object storage configuration for uploads. Marky can connect file metadata to database records so a document belongs to the correct project, deliverable and client.
Can the portal collect payments or show invoices?
Marky can create invoice records and integrate a payment provider such as Stripe when you add the provider credentials. Payment behavior and webhook handling should be specified and tested as a dedicated part of the build.
Is a client portal suitable for sensitive regulated data?
A generated portal should receive a dedicated security and compliance review before handling regulated or highly sensitive information. Marky can implement the application, but your legal, privacy and security requirements still determine the production controls you need.
Sigue explorando
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Crea la primera versión funcional