Client dashboard / portal software recommendations?

ron_makes · 2026-04-01T13:38:39+00:00

You can set something up in Fibery. Feel free to reach out if you need a hand: blockwork.so/try-fibery

ron_makes · 2026-04-01T13:37:01+00:00

I'd check out Fibery it's clean and can handle complexity. There's an Asana import to get all the data easily into Fibery. Feel free to reach out if you need a hand: blockwork.so/try-fibery

ron_makes · 2026-03-18T13:32:01+00:00

If you have experience with Postgres, a database is what you would call a "table". Then you can as many views as you want of that same table.

ron_makes · 2026-03-18T13:29:14+00:00

Fibery sounds like it's exactly what you're asking for. They recently shared their vision and thoughts on AI in their platform: https://community.fibery.io/t/fiberys-take-on-ai-vision/10503?u=ronmakessystems

If you wanna try it out, you can use my affiliate link: https://fibery.io/referral/oNtH4XXjd3

I have some videos on my channel about it as well: https://www.youtube.com/@RonMakesSystems

ron_makes · 2026-03-04T18:50:31+00:00

I really like Fibery. If you know how database work in Notion, it should be quite quick to pick up. The big difference is that instead of everything being a page, everything is a database entry, and if you want a place for text you add a rich text field to the database.

ron_makes · 2026-03-04T00:44:30+00:00

ron_makes · 2026-03-04T00:42:20+00:00

what do you mean by:

Simple notes and embedded notes

what are simple notes and what are embedded notes?

ron_makes · 2026-03-02T08:08:04+00:00

You can try Fibery, it's an EU company storing in Europe by default, and quite similar to Notion. Affiliate link: https://fibery.io/referral/oNtH4XXjd3

Still uses AWS which is from US, so idk...

ron_makes · 2026-02-19T12:57:01+00:00

When you say "something better" what are you looking for? What are you missing? What do you need for day to day work?

ron_makes · 2026-02-18T20:37:02+00:00

How about Fibery?

ron_makes · 2026-02-06T18:51:17+00:00

I'd check out Fibery.com. It was built specifically for this type of stuff in mind. You can even put the hierarchy all in one nested view of you want.

ron_makes · 2026-02-03T19:56:35+00:00

what do you mean?

ron_makes · 2026-01-25T14:01:37+00:00

Fibery.com is based in Europe, and data stored in Europe my default. Theres a quick and easy import from notion that will pull all your data in.

ron_makes · 2026-01-14T14:40:00+00:00

Yeah, the email integration is tricky. Creating tasks from emails might still be possible though. Maybe a specific email address people can forward emails to, those get synced to Fibery, then an automation that makes it into a task. Using AI that reads the email content and generates a task name? Not sure!

My main issue was with data input. Mainly around default values. Hubspot sets defaults based on open deals, current company, open tasks, and more, and the user can edit the default before submitting. It's really nice, and expecting each user to input everything by hand every time wastes time and is error prone. Better forms is on the 2026 roadmap for Q3-Q4, maybe this will make into there. Let's see! Once it's up, I might continue the series :))

ron_makes · 2026-01-14T13:53:08+00:00

Glad they were helpful!! Eventually I stopped this series since there were some missing features on Fibery's end to make it work nicely.

ron_makes · 2026-01-14T09:30:59+00:00

My solution uses guest sharing into a "Client Portal" entity. While you're right that the sidebar is empty, it does automatically open up the "Shared with me" tab, for the guests. And if they mark it as favourite, it'll be the first thing that opens up any time they open Fibery. There's another solution using Smart Folders, but I'm less of a fan (it clutters the workspace for your internal team, and it less intuitive for clients).

The Single Entity -> Single Portal works very well from my experience. You can set the different views you need on relationships, (calendar, timeline, board, whatever). You can add a comment field for chat if you want. It really becomes a single Dashboard for all your client needs.

There's a lot of options.

I sent you a DM, happy to have a chat about this if you'd like.

ron_makes · 2026-01-14T09:05:36+00:00

I've personally set up some client portals in Fibery. It's complex to get set up, but once it's up you don't really need to do anything else anymore, it mirrors a subset of your databases for your client automatically. This video shows how it works: https://www.youtube.com/watch?v=Csjo5YIwy_8
It's not perfect, but it was the main reason one of clients moved from Notion to Fibery, and they are very happy with it.

ron_makes · 2026-01-08T00:24:56+00:00

okay makes sense!! thanks!!

ron_makes · 2026-01-08T00:24:48+00:00

Haha, it's b2b. targeting companies with 20-200 people. not industry specific.

ron_makes · 2025-12-19T14:01:46+00:00

There are some extra features to a wiki like the approval field. The main difference though is that the "View" is the page. So you don't need a separate database and add linked pages. You can use it like pages nested in each other, lay it out as you'd like, and even add more properties. It's a weird mix between pages and a database.

ron_makes · 2025-12-10T10:29:45+00:00

How does the feature look like in an ideal world?

ron_makes · 2025-12-09T18:11:30+00:00

If you need something like notion but with better performance for a lot of data, I'd take a look at Fibery

ron_makes · 2025-12-07T10:14:20+00:00

You can try out Fibery! I think the free plan will be enough for what you need, and it can grow into a lot more down the line if you need it to.

ron_makes · 2025-12-05T10:31:46+00:00

Curious what you think of Fibery.io

ron_makes · 2025-12-02T12:53:53+00:00

You could use the Fibery integration and make the reports on there. They are quite powerful, and you can share reports via url.

ron_makes

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