Salesforce live · NetSuite & HubSpot coming soon
Build 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 extra licenses, no direct org access, no code.
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 licenses or 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
Licenses for every viewer
Buying a full license for every customer, partner, and contractor gets expensive fast — most of them need a sliver of the data, not the whole system.
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.
Connect your system
Authorize Salesforce with secure OAuth 2.0. Nothing to install, nothing to migrate — your org stays exactly as it is.
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.
Deliver branded portals
Publish role-aware portals for customers, partners, and employees on your own domain. No extra licenses required.
03 · Live data
Live from every system you run — never copied.
A single portal can read from more than one connected system and join live records into one view — so customers, partners, and teams see the whole picture. Nothing is synced or copied: Basicloud reads through to each system in real time, so a portal shows what's true right now.
SALESFORCE LIVE · NETSUITE & HUBSPOT COMING SOON
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 none of your records stored on our side.
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.