Client Portal

Build your own client extranet, no code required

Share files, track project statuses, and manage invoices in an AI-powered client extranet built with AI that you customize for clients.

Screenshot of a client extranet interface displaying a project dashboard with file download sections, progress bars, a secure messaging sidebar, and profile management tools.
client extranet 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 billing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client workflows.

Explore all data sources
Power

Give every client a custom, secure experience.

Give each client the right views and access in a fully branded extranet. Set up secure logins, user groups, and permissions in minutes.

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Easy, secure logins

Softr apps are mobile-ready by default. Turn the extranet into a downloadable app so clients can check updates and files on the go.

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Works on any device

Softr apps are mobile-ready by default. Turn the extranet into a downloadable app so clients can check updates and files on the go.

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Automations

Build native automations to handle status notifications, onboarding emails, and data sync automatically whenever records are updated.

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User groups

Provide separate logins for different clients and stakeholders, creating personalized project dashboards for each specific account.

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Advanced permissions

Apply rules for user groups. Customize which clients see which files and which actions they can take at the most granular record level.

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Security

Protect sensitive client information and billing data. Softr is fully compliant with SOC2 and GDPR regulations.

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 client extranet

Easy, fast setup

Build your client extranet in minutes with AI—no manual setup 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, status tracking, or automated billing as your business grows.

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

Flexible as you grow

Start with an extranet, then add custom dashboards, forms, or resource hubs—all in one place.

How it works

Generate a fully custom client extranet 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.

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

Related use cases

Launch your client extranet today

Describe what you need. Softr's AI builds your custom extranet in minutes. No code necessary.