Build client dashboard software, no code required
Visualize data, streamline reporting, and enhance client interactions with a customizable dashboard tailored to your business needs.
Build exactly what your clients need
Create a client dashboard that’s tailored to each client’s needs. Add only the features you want, and update workflows as they evolve—no code needed.
Project status tracking
Document sharing & downloads
Support ticket submission
Invoice viewing & payment
Meeting scheduling
Contact information management
Unify your client data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your clients.
Give every client a custom, secure dashboard.
Build branded client dashboards with personalized access. Let each client view their data, documents, or projects securely—no technical setup required.
Easy, secure logins
Clients can access their dashboards on desktop or mobile—apps are mobile-ready by default for convenient, secure access.
Works on any device
Clients can access their dashboards on desktop or mobile—apps are mobile-ready by default for convenient, secure access.
Automations
Connect to your existing tools to automate status updates, reminders, or document sharing for each client.
User groups
Set up tailored dashboards for each client or client group, so everyone sees only their relevant information.
Advanced permissions
Control which clients can view reports, upload files, or interact with specific data—customize permissions as needed.
Security
Safeguard client data with SOC2 and GDPR compliance, plus robust access controls across every dashboard.
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An AI assistant for your clients
Clients get quick answers to account or support questions from AI, right inside your portal—no extra tools needed.
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
Launch your client dashboard portal in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add custom dashboards, document sharing, or messaging as client needs change—no rebuild needed.
Flexible as you grow
Manage dashboards, client records, and communication—all in one portal, without extra tools.
Build a fully custom client dashboard 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 Portal effortlessly