Build your own client data sharing portal
Share documents, track data, and approve files in an AI-powered portal built with AI that you customize to fit your client workflow.
Build exactly what your clients need
Customize your client data sharing portal with the exact views your team needs. Add features like file uploads and approvals as needs evolve.
Secure file exchange
Role-based data access
Centralized client dashboard
Document approval workflows
Automated activity notifications
AI-powered data searching
Bring all your client data together in real time
Connect spreadsheets, CRMs, and file storage with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business processes.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Your portal is mobile-ready by default. Clients can access files and data on the go via a downloadable PWA without any extra design work.
Works on any device
Your portal is mobile-ready by default. Clients can access files and data on the go via a downloadable PWA without any extra design work.
Automations
Build native automations to handle instant file notifications, document status updates, and data sync whenever clients upload new information.
User groups
Provide separate logins for different clients and stakeholders, ensuring each user receives a personalized dashboard showing only their relevant data.
Advanced permissions
Apply rules for different user tiers. Customize who can view, edit, or delete shared files and records at a granular level to maintain data integrity.
Security
Protect sensitive client data sharing from security threats. Softr is fully cloud-native and compliant with SOC2 and GDPR regulations.
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 data sharing portal in minutes with AI—no manual configuration or coding needed.
Consolidate your stack
Add features like document approvals, search, or status tracking as your client workflows evolve.
Flexible as you grow
Start with a portal, then add dashboards, forms, or internal tools—all in one place with no extra costs.
Generate a custom client data sharing portal 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
Launch your client portal today
Describe what you need. Softr's AI builds your client data sharing portal in minutes.