Build your own client portal app, no code required
Streamline client interactions, enhance data sharing, and customize workflows with a no-code app tailored to your business needs.
Customize your client portal to your needs
Add just the sections and workflows your clients use most. Adapt your portal as your business grows—no code or technical setup required.
Document sharing and management
Project status updates
Secure messaging center
Invoice viewing and payments
Appointment and meeting scheduling
Support ticket submission and tracking
Bring all your client data together in real time
Connect spreadsheets, support systems, and CRMs with real-time sync—or manage everything in Softr Databases. Centralize client and ticket data effectively.
Give every client a custom, secure experience.
Provide your clients with a branded portal for secure logins, personalized dashboards, and easy access to their information.
Easy, secure logins
Your client portal is mobile-ready by default, so clients can access their data any time, from any device.
Works on any device
Your client portal is mobile-ready by default, so clients can access their data any time, from any device.
Automations
Connect with your current tools to automate notifications, data updates, and client communications.
User groups
Create separate logins and dashboards for different client groups, making every experience relevant.
Advanced permissions
Easily manage which clients see which data or features, with fine-grained control over permissions.
Security
Safeguard client data with enterprise-grade security. Softr complies with SOC2 and GDPR requirements.
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An AI assistant for your clients
Let clients ask AI support questions and get instant help—answers and insights are built right into your client portal app.
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 your client portal app in minutes with drag-and-drop blocks and portal templates.
Consolidate your stack
Add features like document sharing, messaging, or approvals as your client needs change—no rebuilds.
Flexible as you grow
Centralize client communication, files, and forms—all in one secure portal, no extra tools needed.
Build a fully custom client 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 Portal in minutes