Build your own client management portal, no code required
Streamline client interactions, manage data, and enhance productivity with a customizable portal tailored to your business needs.
Customize your portal around your processes
Create a client management portal tailored to your team’s unique workflows. Add only the views you need now, and update features as you grow.
Client profile management
Project and task tracking
Appointment scheduling
Document sharing and storage
Notes and communication logs
Invoice and payment tracking
Bring all your client data together in real time
Connect spreadsheets, CRMs, and support systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for client interactions.
Give every client a custom, secure experience.
Deliver a seamless client management portal with tailored dashboards and secure access. Let clients manage their info and track updates anytime.
Easy, secure logins
Clients can access their portal from any device, desktop or mobile. All features are available on the go without extra setup.
Works on any device
Clients can access their portal from any device, desktop or mobile. All features are available on the go without extra setup.
Automations
Connect with your existing tools to automate appointment reminders, document sharing, and client communications.
User groups
Set up different dashboards and permissions for clients, staff, or partners—so each user sees only what's relevant.
Advanced permissions
Manage which clients and team members can view, edit, or upload information, with flexible, group-based permissions.
Security
Protect sensitive client data with robust security. Softr is SOC2 and GDPR compliant for peace of mind.
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Give clients an AI assistant
Clients get instant answers to their questions and account info, all inside your portal—no extra tools or wait required.
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
Spin up a client management portal in minutes with drag-and-drop blocks and pre-built templates.
Consolidate your stack
Add new client views, messaging, or file sharing as your portal needs change—without starting over.
Flexible as you grow
Manage clients, share updates, and gather feedback—all in one portal, no extra tools required.
Build a fully custom client management portal 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 management portal today