As a result, we found ourselves searching for a platform that could be a single source of truth for our clients. Some self-service no-code solutions seemed promising but did not fit our use case due to their learning curves, loading speed issues, and limited functionalities. Not to mention the price points that many of them have! Nimbus seemed to meet all of our initial requirements with their platform that could serve as a ‘backend’ for a client facing portal. It was incredibly easy to pick up and start designing pages for clients that included all the info they’d ever need. This is especially true because the support we received from the Nimbus team was unmatched. From hosting an in-depth onboarding to implementing requested features extremely quickly – they have been unbelievably helpful!

The real draw for us was the new portal feature that allows us to host these pages on an easy to use and share platform. The native embedding feature also allowed us to securely share large datasets with our clients without them having to ever leave the portal which was a huge bonus in terms of ease of use.

The way we use Nimbus is that we have a blank template set up for all the sections we’d need such as a welcome page, onboarding recaps, reporting, messaging, etc. Our Account Executives or project manager would make a copy of the Pages template and start populating it with the client’s information before onboarding them. That way their portal will always be personalised to their company which is very on brand for us because we’re all about personalisation and relevance! We’ll share a link that allows them to view the portal without creating an account unless they specifically request a login – which is a nice option to have.