Build your own client collaboration portal, no code required
Enhance teamwork, streamline communication, and share updates with a customizable portal tailored to your client collaboration needs.
Customize your portal around your processes
Set up a client collaboration portal with only the views and features your team and clients need. Tweak and expand as your workflow changes.
Shared project dashboards
Document and file sharing
Task assignment and tracking
Meeting scheduling and agendas
Feedback and approvals
Centralized communication hub
Unify your client communication in real time
Connect spreadsheets, project management tools, and messaging systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for client collaboration.
Give every client a custom, secure experience.
Provide clients with a branded collaboration portal featuring secure logins and personalized access. Set up permissions and dashboards in just minutes.
Easy, secure logins
Clients can access your portal on any device. All features are mobile-ready and can be offered as a downloadable app.
Works on any device
Clients can access your portal on any device. All features are mobile-ready and can be offered as a downloadable app.
Automations
Integrate with tools like Make, Zapier, or N8N to automate notifications, file sharing, and client updates.
User groups
Give different client groups or stakeholders their own logins and tailored collaboration dashboards.
Advanced permissions
Customize which files, messages, or resources each client group can view or edit, with granular permission controls.
Security
Keep collaboration confidential with SOC2 and GDPR compliant protection for all shared client information.
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An AI assistant for your clients
Clients can ask AI questions and get instant answers directly in your portal, powered by Softr’s built-in support tools.
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
Get your client collaboration portal live in minutes with ready-made templates and drag-and-drop tools.
Consolidate your stack
Add file sharing, messaging, or custom workflows as your client needs change—no rebuild required.
Flexible as you grow
Manage client projects, feedback, and communication in one portal—no more switching between tools.
Build a fully custom client collaboration 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 client collaboration portal now