Create a custom branded client portal without code
Share files, track projects, and manage billing in a branded client portal built with AI that you customize to fit your brand identity.
Build exactly what your clients need
Customize a branded client portal that looks sleek and professional. Add only the features you need, and iterate as your client workflows evolve.
Secure file sharing hub
Real-time project tracking
Custom brand identity setup
Client intake and forms
Payment and billing management
AI-powered data insights
Bring all your client data together in real time
Connect spreadsheets, CRMs, and payment systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr portals are mobile-ready by default. Turn it into a downloadable app for your clients in one click with Softr's PWA—no extra design needed.
Works on any device
Softr portals are mobile-ready by default. Turn it into a downloadable app for your clients in one click with Softr's PWA—no extra design needed.
Automations
Build native automations to handle client notifications, project status updates, and document sync automatically whenever records are changed.
User groups
Provide separate logins for different client accounts, and create personalized dashboards for each stakeholder to view their specific progress.
Advanced permissions
Apply rules for different client tiers. Customize who sees what files and which billing actions they can take, at even the most granular level.
Security
Protect sensitive client information and documents from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your branded client portal in minutes with AI—no manual configuration or coding needed.
Consolidate your stack
Add features like file sharing, project tracking, or billing as your client needs grow—without a rebuild.
Flexible as you grow
Start with a portal, then add dashboards, forms, or internal tools—all in one place with no extra tools.
Generate a branded client portal with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your branded client portal in minutes
Describe what you need. Softr's AI builds it in minutes. Launch faster with a tool built for your brand.