“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck, CEO, Officeheads
Tailor a client portal to your agency's operations
Don’t be limited by out-of-the-box solutions. With Softr, you can use a wide range of building blocks to create your app in minutes, then customize the design to match your brand colors, fonts, and logo.
Protect yourself and your clients from data leaks
Use server-side authentication with AWS to guarantee clients secure access to their projects. Powerful and highly scalable for an expanding client base.
Start with an agency client portal template
Connect your Airtable or Google Sheets data to our ready-made template to get set up in minutes.
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Rated 4.8 in 450+ verified reviews
Read why companies and operators love Softr.
"They say that if you can’t explain it in a simple way, you don’t understand it well enough. I say the same thing about any software. If you can’t figure it out in the first 10 min by yourself without any tutorial, it’s probably not for you. Since the first moment we discovered Softr, we started the work."
"The best no-code platform to create websites based on airtable databases."
"Softr is an easy to use no-code platform that has so much potential."
"Creating a customer portal with Softr allows us to give our customers that bit of extra value. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real-time."
"Incredible platform - from web noob to office superstar in a month!"
"I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr."
"Softr is the goldilocks of no code — not too difficult, not too simple. It’s powerful in that you can build a dynamic app that reacts to user inputs, yet is simple enough to build quickly."
"Easily the shortest learning curve on any app I've used! It's very intuitive and when you can't figure something out the support is excellent and there is also a great community who are always willing to help."
"The best no-code platform to create websites based on airtable databases."
Frequently asked questions
A client portal is a digital access point to an organization’s files, workspace, and knowledge base. Organizations allow their clients entry through a login page on a browser or cloud-based web app, much like Google Drive. Users can view, edit, share, track, share files, and collaborate on documents based on their specific permissions. This means a client portal only gives clients access to relevant parts of the database.
An agency client portal can provide many benefits, including: - Work consolidation via a document portal - Secure data encryption - Task management - Messaging in one place - Secure 24/7 access for clients - Improved communication and collaboration - Superior client service - Extra control of your operations via OEM partner portals
There are pros and cons to out-of-the-box and in-house client portal software. Out-of-the-box software is instantly ready but less customizable. In-house software gives organizations total control over the client portal but involves upkeep, time, resources, and extensive training. With Softr, organizations can build a white-label portal using existing data. No training or upkeep is required and the organization retains control over branding and functionality.
With Softr's advanced permissions, you can easily tailor access for different user groups, giving each agency client a different user group, for example. This allows you to control what information different types of users can access, and which actions they can take.
Yes! With Softr's PWA feature, your client portal is accessible to your users across IOS and Android devices. The apps will adapt and look great on every screen without any extra design or resources.
Softr connects with Airtable, Google Sheets, SmartSuite, HubSpot, BigQuery, monday.com, and SQL data sources. Learn more about data sources
