We’ve created this Bubble template to help businesses that manage clients, projects, forms and file uploads to centralise this in their own, custom, white labeled portal.
We’ve build user roles for the admins and team members to manage the data, as well as a client/customer role that can view their own data and upload files.
We have full documentation and extensive video walkthroughs and training on how to use this template.
This is perfect as a generic base app to build any internal tool for your business!
Try it out now! Any questions - please let me know!
Link to the Bubble template page
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Update: We’ve made a few small improvements to this template and documentation.
We have now:
- Added extensive documentation here on Gitbook.
- Created complete video walkthroughs and customisation tutorials on this Youtube Playlist.
Also, just adding a bit more context on what this template is designed for and how it can be adapted.
The Momentum Client & Customer Portal + CRM template is built around the common patterns that most agencies, service providers, and SaaS teams eventually need: secure client logins, project dashboards, file uploads, and custom form workflows. It uses native Bubble features and privacy rules and is intended as a flexible starting point for building your own multi-client portal or internal app, without having to rebuild user roles, permissions, or data structure from scratch.
Everything is modular so you can rename or repurpose sections to fit your use case. For example, you can turn “Projects” into “Cases” or “Jobs”, or adapt the “Forms” section into onboarding questionnaires or service requests. The role-based permissions (Admin, Team, Client) make it simple to control what each user can see, and file uploads are stored securely with access rules already in place.
Typical use cases include client workspaces for agencies, internal CRMs, service request portals, and white-label hubs where customers can log in to view their data and submit information. Because it is built entirely in Bubble, you can extend it with features like task tracking, billing, e-signing, or notifications.
Full documentation and walkthrough videos are linked in the post above for anyone who wants to see how the data model and workflows fit together. Always happy to answer questions or see how others are using it.
