Case Study: Table Investments transforms client communication with Stacker

Table Investments uses Stacker to improve client communication without doubling their workload.

Table Investments, a real estate consulting firm in Oklahoma City, needed a simpler way to communicate with clients. After finding off-the-shelf property management software too clunky, the team kept using Airtable to manage properties, work orders, and payments, but lacked an easy client-facing portal to share portfolio updates and project activity.

Using Stacker, Table Investments built a client portal powered by Airtable data so clients could log in, monitor portfolio status, and view weekly updates and related projects. The solution transformed client communication while letting the team keep its existing internal workflows in Airtable, making their process more accessible without adding extra workload.

Table Investments

Alyssa Dyer

Owner