Build your own client portal system, no code
Manage projects, share documents, and track status in an AI-powered client portal system built with AI you customize to fit your business.
Build exactly what your clients need
Customize a client portal system that looks sleek out of the box. Add only the features you need, and iterate as your team's workflows evolve.
Secure client onboarding
Document sharing and management
Real-time project tracking
AI-powered data queries
Client feedback and approvals
Automated status notifications
Bring all your client data together in real time
Connect spreadsheets, CRMs, and project systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client 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 in minutes.
Easy, secure logins
Softr apps are mobile-ready by default, so clients can track projects or approve documents on the go. Turn it into a downloadable app with Softr's PWA in one click.
Works on any device
Softr apps are mobile-ready by default, so clients can track projects or approve documents on the go. Turn it into a downloadable app with Softr's PWA in one click.
Automations
Build native automations with Softr Workflows to handle status notifications, onboarding alerts, and data sync automatically whenever client records are updated.
User groups
Provide separate logins for different tiers of clients, and create personalized project dashboards and resource folders for each specific user group.
Advanced permissions
Apply rules for different client roles. Customize who can view files, edit profiles, or upload documents at even the most granular record level.
Security
Protect sensitive client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations to keep your portal 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 client portal system in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like real-time tracking, document management, or approvals as your business evolves—no code needed.
Flexible as you grow
Start with a client portal, then add dashboards, forms, or internal tools—all in one place with no extra tools.
Generate a custom client portal system 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 system in minutes
Describe what you need. Softr's AI builds it in minutes. Get started free—no developer needed.