Build your own client portal system, no code required
Provide secure access, share updates, and manage interactions with a customizable portal tailored to your clients' needs and expectations.
Customize your portal around your processes
Build a client portal with only the views and features your workflow requires. Adjust as your clients’ needs change—no code or hassle required.
Client onboarding process
Document sharing & storage
Project status tracking
Secure messaging & support
Invoice management & payments
Appointment scheduling
Bring all your client data together in real time
Connect spreadsheets, CRMs, and support 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 experience.
Set up a fully branded client portal with personalized access and secure logins. Make it easy for clients to access their information and collaborate online.
Easy, secure logins
Clients can access their portal on desktop or mobile. The experience is seamless and mobile-ready by default.
Works on any device
Clients can access their portal on desktop or mobile. The experience is seamless and mobile-ready by default.
Automations
Integrate your tools to automate client workflows and updates, reducing manual communication and tasks.
User groups
Set up different client types or roles, giving each a personalized dashboard and access to what matters most.
Advanced permissions
Easily manage which clients can view, edit, or upload specific data with group-based permission settings.
Security
Protect client data with enterprise-grade security. Softr meets SOC2 and GDPR compliance requirements.
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Give clients an AI assistant
Clients get instant answers to support questions, right inside your portal, powered by AI and your up-to-date portal data.
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
Set up your client portal in minutes with drag-and-drop blocks and pre-built templates.
Consolidate your stack
Add secure document sharing, messaging, or user roles as your client needs change—no starting over.
Flexible as you grow
Bring client access, project updates, and file management together in one central portal—no extra tools.
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 system today