Love the idea!

I’m in the same boat as you are

Nice! Thanks for stopping by! Great question! Based on the functionality you're looking for and the workflow it might be best at looking at a platform designed for that like Plutio or Jumppl. Here's the features page of Plutio. We used to manage our clients on these two platforms www.plutio.com/features Also Jumppl keeps making improvements- www.jumppl.com/client-portal Hope that helps and keep me posted 😃

Thanks for the comment are you looking for the same features or something a bit different?

@@docwilliams I evaluated Jumppl but have not seen Plutio. Thanks for the lead!

Great question! Not a native app but could present like a PWA (progressive web app)

That def changes things if you need webhooks or apis for your site for sure! I would check with bettermode and express your concern or show them your use case if that's a deal breaker.

@@docwilliams I too agree they would probably offer some help to ramp things up. I wonder why they would state such a high entry price though. Any idea what people are doing with api and webhooks? Makes me wonder.

Yeah it's interesting I don't have any insights on that but it could depend on the use case and how much that's costing the company. I could see this being a major expense perhaps on database queries but I really don't know.