Notion customer portal

A self-serve customer portal for onboarding and QBRs powered by Notion.

Portalwith lets teams publish a clean customer hub without leaving Notion. Share onboarding checklists, implementation progress, roadmaps, release notes, and support links in a single branded portal.

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Made for CS

Onboarding & QBRs

Access

Role-based & magic links

Brand

Custom domain + theme

Customer portal preview

TL;DR

Customer hub for onboarding, QBRs, renewals, and support.
Role-based visibility for admins, champions, and end users.
Magic-link access on your domain; no Notion account required.

Good to know

Best if your CS playbooks and milestones live in Notion already.
Add a “client-visible” flag to avoid exposing internal fields.
Keep internal SSO in Notion; use magic links for customers.

Why teams choose a Notion customer portal

You already run playbooks in Notion-turn them into a customer-facing experience. Give champions a single link for onboarding, milestones, and renewals, while keeping internal notes private.

•Branded customer login with your domain
•Single hub for onboarding, QBRs, roadmaps, and renewals
•Role-based access for admins, champions, and end users
•Syncs directly from your Notion success playbooks
•Embeds for Loom, Figma, docs, and calendars

What improves when you centralize CX

Shorter time-to-value because customers always know next steps

Fewer repetitive tickets thanks to self-serve FAQs and status

Higher renewal readiness with transparent roadmaps and wins

Better CSAT because your portal feels premium and organized

Suggested portal navigation

Home: onboarding status, owner, and timeline.
Projects & milestones: synced from your Notion project database.
QBRs: agenda, metrics, action items, next review date.
Roadmap & releases: upcoming features, changelog embeds.
Support: ticket links, SLAs, escalation paths.
Billing: invoices, renewal terms, procurement docs.

Launch playbook

Map your Notion properties to client-safe views (statuses, owners, due dates).
Apply branding: domain, logo, typography, and theme.
Invite champions with magic link; add end users later via roles.
Automate: trigger portal creation when a new customer is added to Notion.

FAQs about a Notion customer portal

Is this different from a client portal?

The structure is similar, but we tailor navigation and roles for customer success: onboarding checklist, QBRs, roadmap, release notes, and support links.

Can I control who sees what?

Yes. Use roles to show different blocks to admins, champions, or general users. Keep internal fields hidden while sharing curated Notion views.

Do customers need Notion accounts?

No. They log in via magic link or password to a portal that sits on your domain with your brand.

How do we keep it updated?

Because Portalwith reads from your Notion databases, updates flow automatically. Change a status or date in Notion and the portal reflects it instantly.

Give customers clarity, not chaos

Keep your success playbooks in Notion and present them in a premium, secure customer portal.

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2-week free trial • No credit card • Notion-native