Build your own client management portal
Onboard clients, share files, and track projects in an AI-powered portal built with AI that you customize to fit your team's workflow.
Build exactly what your clients need
Customize your setup with the exact steps and views your team needs. Add blocks like file sharing and billing as processes evolve—no code needed.
Secure client onboarding forms
Real-time project tracking
Centralized document sharing
Invoice and billing management
AI-powered data queries
Support and feedback hub
Bring all your client data together in real time
Connect your CRM, project trackers, and billing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every client a custom, secure experience.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and granular permissions in minutes.
Easy, secure logins
Your portal is mobile-ready by default. Turn it into a downloadable app in one click so clients can track projects and upload documents on the go.
Works on any device
Your portal is mobile-ready by default. Turn it into a downloadable app in one click so clients can track projects and upload documents on the go.
Automations
Build native automations to handle onboarding notifications, status updates, and document alerts automatically whenever records are changed.
User groups
Provide separate logins for different clients and staff, ensuring everyone sees a dashboard tailored specifically to their projects and tasks.
Advanced permissions
Apply rules for each client group. Customize who can view invoices, edit profiles, or download files at even the most granular level.
Security
Protect sensitive client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for 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 management portal in minutes with AI—no manual configuration or manual setup needed.
Consolidate your stack
Add features like real-time project tracking or secure billing as your client needs evolve—no rebuild needed.
Flexible as you grow
Start with a portal, then add team dashboards or support forms—all in one place, with no extra tools.
Generate a custom client management 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
Build your client management portal. No code needed.
Describe what you need. Softr's AI builds your custom portal in minutes. Get started for free today.