Build your own branded client portal, no code required
Streamline client interactions and enhance branding with a customizable portal tailored to your business needs and processes.
Build exactly what your clients need
Create a branded portal with the features your clients use most. Add or adjust views as relationships grow, all without writing a single line of code.
Client onboarding workflow
Project status dashboard
Document sharing & approvals
Support ticket submissions
Invoice and payment management
Meeting scheduling & calendar integration
Bring all your client data together in real time
Connect spreadsheets, project management tools, and support systems with real-time sync—or manage everything in Softr Databases. Create a unified hub for client interactions.
Give every client a custom, secure experience.
Deliver a premium, branded client portal experience with personalized dashboards and permissions. Enable secure access to each client’s data in just a few clicks.
Easy, secure logins
Your client portal is mobile-ready and easy to use anywhere. Clients can access important information from any device.
Works on any device
Your client portal is mobile-ready and easy to use anywhere. Clients can access important information from any device.
Automations
Integrate with your existing tools to automate updates, notifications, and client requests with ease.
User groups
Set up custom user groups so clients, partners, or staff get personalized dashboards with relevant information.
Advanced permissions
Control which clients see certain content or actions. Customize permissions for each group as needed.
Security
Safeguard client data with robust security. Softr is SOC2 and GDPR compliant to protect sensitive information.
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An AI assistant for your clients
Clients get instant answers to questions right inside your branded portal, thanks to AI built into your support system.
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 easy drag-and-drop and customizable templates.
Consolidate your stack
Add new features or branded sections as client needs change—no need to start over.
Flexible as you grow
Bring documents, messages, and client dashboards together in one secure, branded portal.
Build a fully custom branded client portal in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your branded client portal today