Skip to content

Salesforce live · NetSuite & HubSpot coming soon

White-label portals on the systems you already run.

Connect Salesforce and deliver secure, white-label portals to customers, partners, and employees — built to combine live data across your systems, with no direct org access and no code.

Book a demo See the product

OAuth 2.0 connectionData stays in your system2FA & audit trails

What is Basicloud

Basicloud is a platform that lets companies build secure, white-label customer and team portals on top of the systems they already run — starting with Salesforce — and combine live data from several of them in one place. It is built for mid-market and small businesses — founders, operations and RevOps leads, system admins, and customer success teams — that need to put live business data in front of the right people without handing out org access.

01 · The problem

Your data lives in the systems you already run. The people who need it can't see it.

So teams reach for imperfect fixes — and every trade-off has a cost.

TRADE-OFF A

Spreadsheets and email go stale

Exporting reports and answering status emails by hand means people work from yesterday's numbers — and your team becomes the help desk.

TRADE-OFF B

Raw system access is a risk

Direct access exposes more than you intend. One over-permissioned account is all it takes to leak sensitive data.

TRADE-OFF C

In-house portals take quarters

A custom portal means engineering time, security reviews, and maintenance forever. It's a second product — one you never meant to build.

02 · How it works

Live in three steps.

From connected system to launched portal — without writing code.

Object configuration with a Refresh from Salesforce button — the org connected over OAuth
1

Connect your system

Authorize Salesforce with secure OAuth 2.0. Nothing to install, nothing to migrate — your org stays exactly as it is.

The layout builder — fields dragged into page sections
2

Configure without code

Design layouts by drag-and-drop, set sharing rules visually, map fields point-and-click. List, kanban, and calendar views come built in.

A branded portal sign-in page
3

Deliver branded portals

Publish role-aware portals for customers, partners, and employees on your own domain.

03 · Live data

Live from your system — never copied.

Every screen reads through to your connected system in real time, so a portal shows what's true right now. Nothing is synced or copied. And Basicloud is built for more than one system: as NetSuite and HubSpot connect, one portal will read from each of them.

SALESFORCE LIVE · NETSUITE & HUBSPOT COMING SOON

The old way syncs a nightly copy into a second database. Basicloud reads through to your system live — no copy in between.

04 · The platform

Everything a portal needs. Nothing to build.

PRODUCT

White-label portals

Real-time data, role-aware access, your brand on every screen.

Explore the product →

MODULES

Work on the data, not just view it

Task Boards, Hour Reporting, and a Payment Report — running on your connected records.

See the modules →

INTEGRATIONS

Your system of record

Salesforce live today. NetSuite and HubSpot coming soon.

View integrations →

SECURITY

Layered, never bypassed

Tenant isolation, row-level rules, 2FA, and audit trails — and your records are never copied.

Read about security →

Book a demo

See your portal running on your data.

A live walkthrough on your real data — connection, configuration, and a portal your customers could use.

Book a demo See the product