Build your client dashboard software
Track projects, share files, and view reports in an AI-powered portal built with AI that you customize to fit your business workflow.
Build exactly what your clients need
Customize your client dashboard software with the exact views and reporting tools your team needs. Add features as workflows evolve—no code needed.
Real-time project tracking
Secure document sharing
Interactive reporting dashboards
Automated status notifications
Centralized billing and payments
AI-powered data queries
Bring all your project data together in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client relationships.
Give every client a custom, secure experience.
Give each client the right reporting views and file access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Your dashboards are mobile-ready by default. Turn it into a downloadable app in one click so clients can check project status and messages from anywhere.
Works on any device
Your dashboards are mobile-ready by default. Turn it into a downloadable app in one click so clients can check project status and messages from anywhere.
Automations
Build native automations to handle status notifications and data sync automatically whenever a project update or new report is uploaded to the dashboard.
User groups
Provide separate logins for different tiers of clients, and create personalized dashboards that show only relevant metrics and project tasks for each user.
Advanced permissions
Apply rules for different client roles. Customize who sees which reports and which files they can download, at even the most granular project level.
Security
Protect sensitive client financial and project data. Softr is fully compliant with SOC2 and GDPR regulations to ensure your client portal remains secure.
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 client dashboard software in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like secure document sharing, automated billing, or custom reporting as your agency needs grow.
Flexible as you grow
Start with a client dashboard, then add partner portals, team trackers, or internal tools—all in one place.
Generate a custom client dashboard software with AI
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 client dashboard software today
Describe what you need. Softr's AI builds it in minutes. Get started free—no coding required.