Build your own client project portal, no code required
Manage tasks, share updates, and streamline collaboration with a customizable portal tailored to your team's project workflows.
Customize your portal around your processes
Build a client project portal that fits your workflow. Add only the pages and features you need now, and refine it as your client work evolves.
Project overview dashboard
Task assignment and tracking
File and document sharing
Client communication hub
Milestone and deliverable tracking
Feedback and approval workflow
Bring all your project data together in real time
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Give every client a custom, secure experience.
Provide your clients with a branded portal for secure access to their projects and key documents. Set up personalized dashboards and permissions within minutes.
Easy, secure logins
Clients can view projects, updates, or files on desktop or mobile. The portal is always mobile-ready with no extra design work.
Works on any device
Clients can view projects, updates, or files on desktop or mobile. The portal is always mobile-ready with no extra design work.
Automations
Integrate with your existing tools to automate project notifications, document sharing, and status updates.
User groups
Offer separate logins for clients, team members, or partners—each with a personalized project dashboard.
Advanced permissions
Set detailed rules so clients only see their own projects and documents. Fine-tune access for every user group.
Security
Protect client project data with robust security. Softr is compliant with SOC2 and GDPR standards.
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An AI assistant for your clients
Clients can ask AI about invoices, payments, or updates and get instant answers—right inside your client portal with Softr.
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 project portal in minutes with drag-and-drop building and ready templates.
Consolidate your stack
Easily add project updates, file sharing, or messaging as your client needs change—no downtime.
Flexible as you grow
Manage projects, client access, and communication—all from a single, streamlined portal.
Build a fully custom client project 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 project portal today