Pour les agences et équipes de services

Créez un portail client adapté au fonctionnement réel de votre équipe

Remplacez les e-mails dispersés et dossiers partagés par un portail à votre image pour les projets, fichiers, validations et prochaines étapes.

Illustration de Créateur de portails clients par IA

Réponse directe

Qu'est-ce que Créateur de portails clients par IA ?

Un créateur de portails clients IA produit une application privée où chaque client se connecte à ses données. Marky réunit l'expérience client, la vue interne, la base de données, les fichiers et les validations dans un projet full-stack modifiable.

Conçu pour le besoin réel

Ce que Marky peut mettre en œuvre

Il s'agit de couches fonctionnelles liées au flux de travail, pas de sections décoratives copiées d'un modèle.

01

Private client workspaces

Give authenticated clients a focused view of their projects, milestones and requested actions.

02

Files tied to real records

Store uploads in S3-compatible object storage and associate each asset with the right client or deliverable.

03

Review and approval flows

Capture feedback, approval state, timestamps and revision history instead of losing decisions in email.

04

Internal operations view

Keep private notes and team controls separate from the simplified experience your clients see.

05

Your services and integrations

Connect payment, email, CRM or document APIs through protected project secrets when needed.

06

Branded URL and source code

Publish on an editable subdomain or custom domain, then sync the project to your GitHub repository.

Modèle de données suggéré

Données utiles à la première version

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

Exemple de demande

Donnez à Marky un brief concret, pas un mot à la mode

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.
Utiliser comme point de départ

Séquence de création pratique

Comment le créer avec Marky

  1. 01

    Map what clients should see

    Separate client-visible records and actions from private notes, controls and team workflows.

  2. 02

    Design the access and data rules

    Define clients, projects, files and approvals before Marky implements the authenticated views.

  3. 03

    Test both sides of the portal

    Review the customer experience and the internal operator path in the live preview.

  4. 04

    Launch under your brand

    Save the approved version, publish it, connect a custom domain and keep the code in GitHub.

Stack de production commun

Code standard et lancement géré

Voir toutes les fonctionnalités

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.

Questions spécifiques

FAQ : Portails clients

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.

Créez la première version fonctionnelle

Commencez par le flux de travail. Marky peut vous aider à en faire une application.

Créer avec Marky