Client Portal

Build your own client onboarding platform, no code required

Streamline client onboarding with a customizable platform tailored to your business needs, enhancing efficiency and user satisfaction.

Get started free Start with a template

A user interface displaying a client onboarding platform with navigation menus, progress indicators, and form fields for entering client information.

Loved by 800,000+ teams around the globe

Flexibility

Customize your onboarding platform

Set up your client onboarding process with only the steps and views you need. Adjust and expand as your workflows change—no coding required.

UI screenshot of new client intake forms

UI screenshot of document uploads and approvals

UI screenshot of onboarding task tracking

UI screenshot of automated welcome emails

UI screenshot of internal team assignments

UI screenshot of status updates and notifications

Data Management

Bring all your onboarding data together in real time

Connect spreadsheets, HR systems, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for client onboarding.

Explore all data sources

Power

Make client onboarding seamless and secure.

Welcome clients with a fully branded onboarding portal. Share resources, track progress, and set permissions—no extra dev work required.

Easy, secure logins

Clients can complete onboarding steps or upload documents from any device. The portal is mobile-ready by default.

Works on any device

Clients can complete onboarding steps or upload documents from any device. The portal is mobile-ready by default.

Automations

Integrate with your current tools to automate onboarding tasks, reminders, and document collection.

User groups

Give each client a personalized dashboard tailored to their onboarding stage or service package.

Advanced permissions

Define which onboarding materials, forms, or documents each client can access, down to the group level.

Security

Keep client onboarding data safe and compliant. Softr is SOC2 and GDPR certified to protect information at every step.

AI Magic

Give clients an AI onboarding helper

Clients can ask AI about onboarding steps, status, or documents—answers come instantly right inside your client portal.

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 onboarding platform

Easy, fast setup

Spin up a client onboarding portal in minutes with drag-and-drop blocks and starter templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily add onboarding forms, resource hubs, or approval steps as your process evolves—no rebuilds needed.

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

Flexible as you grow

Manage onboarding, client info, and shared documents—all in one client portal, no extra tools required.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Build a fully custom client onboarding platform 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”