Build your own client onboarding platform
Streamline intake, collect documents, and track progress in an AI-powered portal built with AI that you customize to fit your workflow.
Build exactly what your clients need
Customize your client onboarding platform with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Streamlined intake forms
Secure document collection
Onboarding progress tracking
Automated welcome notifications
Centralized project resources
AI-powered data summaries
Unify your onboarding data in real time
Connect intake forms, document links, and progress records from your current tools—or manage everything in Softr Databases. Create one source of truth for every new client.
Give every user a custom, secure experience.
Give each client and manager the right views and access in a branded platform. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Your onboarding portal is mobile-ready. Turn it into a downloadable app in one click so clients can upload documents and track progress on the go.
Works on any device
Your onboarding portal is mobile-ready. Turn it into a downloadable app in one click so clients can upload documents and track progress on the go.
Automations
Build native automations to handle welcome notifications, status updates, and data sync automatically whenever a client completes an onboarding step.
User groups
Provide separate logins for clients and internal project managers, ensuring each group sees only the data and tasks relevant to them.
Advanced permissions
Apply rules for different clients. Customize who can view or upload files, and which onboarding stages are visible, at a granular level.
Security
Protect sensitive client information and documents from security threats. Softr is fully 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 onboarding platform in minutes with AI—no manual configuration or manual setup required.
Consolidate your stack
Add features like progress tracking, resource libraries, or secure chat as your onboarding workflows evolve.
Flexible as you grow
Start with onboarding, then add client portals, dashboards, or shared forms—all in one place with no extra tools.
Generate a custom client onboarding platform 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 onboarding platform in minutes
Describe your workflow and launch your custom onboarding app today. No code or design skills required.