> For the complete documentation index, see [llms.txt](https://momentum-group.gitbook.io/customer-portal-template/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://momentum-group.gitbook.io/customer-portal-template/welcome.md).

# Welcome

## Welcome to the Momentum Client / Customer Portal Bubble.io Template

<figure><img src="/files/kCzaGsXbth9FMUTTVZsJ" alt=""><figcaption></figcaption></figure>

The Momentum Client / Customer Portal CRM is a powerful no-code template built on the Bubble platform. It helps service businesses manage client (or customer) records, track projects (or jobs), collect form submissions, and securely share documents — all from one centralised, branded portal.

This template is perfect for businesses like accountants, lawyers, architects, consultants, and agencies who need a secure, flexible, and scalable customer portal solution.

If you're new to Bubble — welcome! This documentation is written with first-time Bubble users in mind. You’ll learn how the template works, how to use it, and how to customise it for your business or your client’s business. No prior coding experience required.

## Demo App Link

You can use a fully functioning version of our app here, for free!

<https://momentum-template-customer-portal.bubbleapps.io/>\
\
Hint: Use the Demo User to test, without having to create an account.

## Template Page Link

Here is our link to the template in the Bubble Marketplace:

<https://bubble.io/template/client-portal-1755161193237x263746633989881860>