Portalwith

Product Introduction

1. Definition: Portalwith is a SaaS platform that transforms Notion databases into white-labeled client portals, dashboards, or internal apps. It operates as a middleware layer between Notion and end-users, leveraging Notion’s API for real-time data synchronization.
2. Core Value Proposition: Portalwith eliminates the friction of sharing raw Notion links by providing agencies, freelancers, and consultants with branded, secure portals. It solves data privacy concerns while enabling professional client interactions without code or workspace duplication.

Main Features

1. Real-Time Notion Sync: Portalwith uses Notion’s official API to auto-sync databases instantly. Changes in Notion (e.g., task status updates) reflect in client portals within seconds, maintaining data integrity without manual exports.
2. Client-Specific Data Filtering: Via relational properties in Notion (e.g., "Client Name"), Portalwith dynamically filters content. Each client sees only their tasks, invoices, or deliverables, hiding irrelevant data via granular permission controls.
3. White-Label Customization: Supports custom domains (e.g., client.yourbrand.com), CSS-based branding (logos, color schemes), and property-level hiding (e.g., masking internal notes or pricing columns).

Problems Solved

1. Pain Point: Prevents accidental exposure of sensitive Notion data (e.g., all clients seeing each other’s invoices) and unprofessional user experiences.
2. Target Audience:
   • Freelancers: Securely share project tasks/invoices per client.
   • Marketing Agencies: Provide real-time campaign dashboards to clients.
   • Consultants: Centralize deliverables and billing in branded portals.
   • Internal Teams: Create read-only stakeholder portals (e.g., finance or HR).
3. Use Cases:
   • Client invoice approvals via Notion databases.
   • Filtered project status dashboards synced from Notion.
   • Secure documentation hubs for external partners.

Unique Advantages

1. Differentiation: Unlike Softr or Sotion (which require rebuilding databases), Portalwith integrates directly with existing Notion setups. It avoids multi-workspace chaos while offering deeper Notion-native filtering (e.g., conditional logic like "show pending invoices only").
2. Key Innovation: Proprietary "Smart Client View" technology auto-maps Notion relational properties to user-specific access, enabling dynamic content filtering without custom code.

Frequently Asked Questions (FAQ)

1. How does Portalwith filter Notion data for specific clients?
   Portalwith uses Notion’s relation properties (e.g., a "Client" field in your tasks database) to dynamically assign data to client portals, ensuring users only see linked records.
2. Can I hide Notion properties or options in Portalwith?
   Yes, Portalwith allows granular hiding of Notion properties (e.g., internal cost columns) or select options (e.g., "Internal Priority" labels) via its dashboard settings.
3. Does Portalwith support custom domains and branding?
   Absolutely. Portalwith enables custom domains (CNAME support) and CSS-driven branding (logos, colors) for a seamless white-label experience.
4. Is coding required to set up Portalwith with Notion?
   No. Portalwith uses a no-code Notion API integration—authorize access, select databases, and configure views via its visual editor.
5. How does Portalwith handle security for client portals?
   All portals enforce read-only access, SSO email authentication, and encrypted data syncing via Notion’s API, with optional IP restrictions.