Build client portal software, no code required
Enhance client communication and streamline processes with a customizable portal that adapts to your professional workflow and needs.
Customize your client portal to your needs
Create a client portal with only the views and features you need. Update and adapt your setup as your client relationships and workflows evolve.
Document sharing and management
Project status updates
Secure messaging center
Task assignment and tracking
Invoice and payment management
Appointment scheduling
Bring all your client data together in real time
Connect spreadsheets, ticketing systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for client interactions.
Give every client a custom, secure portal experience.
Deliver a branded portal where each client gets personalized access and dashboards. Manage logins and permissions in minutes—no coding required.
Easy, secure logins
Clients can access their portal from any device—desktop or mobile. Instantly offer a downloadable app with Softr’s PWA feature.
Works on any device
Clients can access their portal from any device—desktop or mobile. Instantly offer a downloadable app with Softr’s PWA feature.
Automations
Integrate with tools like Make, Zapier, or N8N to automate onboarding, notifications, and document sharing.
User groups
Create unique logins and dashboards for each client or group, making experiences relevant and secure.
Advanced permissions
Set detailed rules for client access. Control visibility and actions at a granular level for each group or individual.
Security
Keep client information protected from threats. Softr is SOC2 and GDPR compliant for peace of mind.
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An AI assistant for your clients
Clients can ask AI for support or updates and get instant answers, right inside your portal powered by Softr’s tools.
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 a secure client portal in minutes with drag-and-drop blocks and ready-to-use templates.
Consolidate your stack
Easily add features like document sharing or messaging as your client needs change—no rebuild needed.
Flexible as you grow
Manage client communications, files, and requests in one portal—no extra tools or logins required.
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 effortlessly