Build your own client portal app, no code required
Manage projects, share files, and handle billing in an AI-powered client portal app built with AI to fit your unique client workflows.
Build exactly what your clients need
Customize your client portal app with the exact steps and views your team needs. Add features as processes evolve—no code or engineering needed.
Secure client file sharing
Real-time project tracking
Automated client onboarding
Centralized billing and invoices
AI-powered data insights
Direct support ticket management
Bring all your client data together in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client relationships.
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 permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your portal into a downloadable app so clients can track projects and share files on the go.
Works on any device
Softr apps are mobile-ready by default. Turn your portal into a downloadable app so clients can track projects and share files on the go.
Automations
Build native automations to handle onboarding emails, status updates, and invoice notifications whenever records are changed.
User groups
Provide separate logins for different clients and internal teams, and create personalized dashboards for each portal user.
Advanced permissions
Apply rules for different clients. Customize who sees what project files, and which actions they can take at a granular level.
Security
Protect sensitive client documents and financial information. 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 portal app in minutes with AI—no dev time or complex configuration required.
Consolidate your stack
Add features like file sharing, support tickets, or automated billing as your business grows.
Flexible as you grow
Start with a portal, then add dashboards, forms, or internal tools—all in one place with no extra seats.
Generate a custom client portal app 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
Launch your client portal app today
Describe what you need. Softr's AI builds your custom client portal app in minutes.