Build your client portal for agencies, no code
Share files, collect feedback, and track projects in an AI-powered portal built with AI to fit your agency's creative workflows.
Build exactly what your agency needs
Set up custom views for clients and creative teams. Add blocks like file sharing and visual feedback loops—only when needed for your process.
Secure project file sharing
Client visual feedback loops
Financial and billing overview
Real-time project dashboards
AI-powered status reports
Centralized communication hub
Unify your project data in real time
Connect project trackers, billing tools, and asset folders with real-time sync—or manage everything in Softr Databases. One source of truth for your agency's workflows.
Give every user 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 for assets in minutes.
Easy, secure logins
Softr portals are mobile-ready. Let clients approve designs or view status reports on the go via a downloadable app built in one click.
Works on any device
Softr portals are mobile-ready. Let clients approve designs or view status reports on the go via a downloadable app built in one click.
Automations
Build native automations to handle client notifications, status updates, and file sync automatically whenever creative assets are uploaded.
User groups
Provide separate logins for different clients and account managers, creating personalized project dashboards for every user.
Advanced permissions
Apply rules for client and team groups. Customize who sees which project files, and which feedback actions they can take at a granular level.
Security
Protect agency and client intellectual property. Softr is fully compliant with SOC2 and GDPR regulations to keep project data safe.
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 agency portal in minutes with AI—no manual configuration or complex dev work required.
Consolidate your stack
Add features like dashboard reporting or secure billing as your agency scales and client needs evolve.
Flexible as you grow
Start with a client portal, then add internal tools, dashboards, or intake forms—all in one place.
Generate a custom client portal for agencies 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 portal for agencies in minutes
Describe what you need. Softr's AI builds it in minutes. Get started free and skip the dev time.