Build your own client form, no code required
Collect data, accept documents, and manage responses in an AI-powered system built with AI that you customize to fit your client workflow.
Build exactly what your clients need
Customize your client form setup with the exact steps and views your team needs. Add features as processes evolve—no code needed for updates.
Custom data collection forms
Secure file and document uploads
Automated email notifications
Multi-step onboarding flows
AI-powered submission analysis
Client response tracking
Unify your submission data in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage client entries in Softr Databases. Create a single source of truth for your business information.
Give every user a custom, secure experience.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes for your forms and surveys.
Easy, secure logins
Softr forms are mobile-ready by default. Turn it into a downloadable app so clients can submit information or upload files from anywhere on their mobile devices.
Works on any device
Softr forms are mobile-ready by default. Turn it into a downloadable app so clients can submit information or upload files from anywhere on their mobile devices.
Automations
Build native automations to handle submission notifications, status updates, and automated email follow-ups whenever a client form is completed.
User groups
Provide separate logins for different clients, and create personalized dashboards where each user can track their own form submissions and documents.
Advanced permissions
Apply rules for different user groups. Customize who can view submissions and which specific fields they can edit within your client management system.
Security
Protect client information and uploaded documentation from security threats. Softr is fully compliant with SOC2 and GDPR regulations for total peace of mind.
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 form in minutes with AI—no manual configuration or complex setup required for your workflow.
Consolidate your stack
Add features like secure file uploads, multi-step flows, or automated response tracking as your needs evolve.
Flexible as you grow
Start with a form, then add client portals, dashboards, or project trackers—all in one place with no extra tools.
Generate a fully custom client form with AI in minutes
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
Generate your client form with AI — for free
Describe the data you need to collect. Softr's AI builds your custom form and database in minutes.