Edited Jan 30, 2025
Awesome client portal experience.
I am using this to manage my insurance clients.
Very smooth login experience and the dashboard looks great.
I had some trouble initially with customizations, but now that I'm getting the hang of it, it's very versatile.
I just figured out that I can embed my custom apps into the dashboard!
I am embedding custom trained chat bots (Pickaxe!) to answer questions, and add value to my agency.
Form templates look great and there's a lot of potential there.
Overall the app looks and feels great.
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