Client Portal

Create a custom branded portal without code

Onboard clients, share files, and view dashboards in an AI-powered branded portal built with AI that you adapt to fit your workflow.

Screenshot of a branded portal interface featuring custom company logos, a client dashboard with project progress charts, a secure file library, and a navigation menu.
branded portal mobile ui
Loved by 1 million+ teams around the globe
Data Management

Bring all your client data together in real time

Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your branded experiences.

Explore all data sources
Power

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.

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Easy, secure logins

Softr portals are mobile-ready by default. Turn your branded portal into a downloadable app in one click via Softr's PWA for clients on the go.

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Works on any device

Softr portals are mobile-ready by default. Turn your branded portal into a downloadable app in one click via Softr's PWA for clients on the go.

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Automations

Build native automations with Softr Workflows to handle onboarding alerts, status updates, and notification pings whenever client records change.

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User groups

Provide separate logins for different tiers of clients, and create personalized dashboards that display only relevant project data.

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Advanced permissions

Apply rules for different user levels. Customize which clients see which files and which actions they can take at a granular level.

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Security

Protect sensitive client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for total peace of mind.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building branded portal

Easy, fast setup

Build your branded portal in minutes with AI—no manual design or complex configuration needed.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features like secure file sharing or automated notifications as your client needs grow—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with a branded portal, then add dashboards, forms, or internal tools—all in one place with no extra tools.

How it works

Generate a fully custom branded 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.

Customer Love

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.

Frequently asked questions

What is a branded portal?
What are the benefits of building a branded portal with Softr?
What types of features can I build into my branded portal?
How can I "vibe code" a branded portal with Softr?
Can I manage multiple clients or teams in the same branded portal?
Can I use Softr if I don't already have my data in another tool?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I white-label my branded portal in Softr, including using my own branding?
Can I customize the design and layout of my branded portal?
How secure is my data in Softr apps?
Is the AI-generated branded portal production-ready or just a prototype?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your branded portal. No code needed.

Describe what you need. Softr's AI builds your custom branded portal in minutes.