Our agency will build a client portal using softr with secure access

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TheOptimalFlow

Level 2

Agency

Among our clients  
Vetted by Fiverr Pro

TheOptimalFlow was selected by the Fiverr Pro team for their expertise.

About this gig

Hi! We are The Optimal Flow, a technology consulting firm with 5+ years of experience turning the database you already have into a client portal your customers can actually use.


Why choose us?

Your data lives in Airtable or Sheets. Your clients need to see part of it, and only their part. Building that from scratch takes weeks and a developer on retainer. We are Softr Experts and Professional Certified, which means we combine security, usability and speed.


Who we help:

  • Service businesses that want to stop sending status updates by email
  • Companies that need clients to upload and download documents securely
  • Organisations that want a professional client experience without building an app

What you'll get:

  • A secure portal with login, roles and row level permissions
  • Your existing Airtable, Sheets, Notion or HubSpot data as the source of truth
  • Responsive design that works on the phone your client actually uses
  • A handover session so you can add pages without calling us back

Let's create a portal that elevates your client experience, with certified Softr experts by your side.

Respect third-party rights

Please be aware that it is against Fiverr's policies for sellers to include themes, templates, or any other elements that infringe third-party rights or applicable laws in the delivered work. Read more about in our Guide to Responsible Digital Creation.

About this agency

N
nociones
TheOptimalFlow

Agency

8 employees

5.0(21)

Level 2

TheOptimalFlow is part of the Fiverr Pro catalog and has been hand-picked by a dedicated Fiverr Pro team for their skills and expertise.

Vetted for

  • Project Management

  • FromSpain
  • Member sinceJun 2023
  • Avg. response time1 hour
  • Last delivery1 month
  • Languages

    English, Spanish
The Optimal Flow is a consulting agency at the intersection of systems, automation, and AI. We design scalable operations in Notion and across your full stack, turning scattered processes into structured workflows. Our team standardizes operations, builds AI agents, and deploys API-driven automations with Make, Relay, and n8n. As top-rated Notion partners, we deliver rapid discovery, crystal-clear blueprints, iterative builds, rigorous testing, full documentation, and seamless handover. The result: teams cut manual work, gain real-time visibility, and consistently ship on time without chaos.
Among our clients  
  • Roche

    Roche

    Health Organization