Client Portal

Build your client project tracker in minutes

Track milestones, share files, and approve tasks in an AI-powered portal built with AI that you customize to fit your team's workflow.

Screenshot of a client project tracker interface displaying a project roadmap, task status lists, document download section, and a navigation sidebar.
client project tracker mobile ui
Loved by 1 million+ teams around the globe
Data Management

Bring all your project data together in real time

Connect spreadsheets, CRMs, and project logs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business and clients.

Explore all data sources
Power

Give every client a custom, secure experience.

Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.

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Easy, secure logins

Softr apps are mobile-ready. Let clients track project progress and approve tasks on the go with a downloadable PWA—no extra design needed.

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Works on any device

Softr apps are mobile-ready. Let clients track project progress and approve tasks on the go with a downloadable PWA—no extra design needed.

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Automations

Build native automations to handle client notifications, status updates, and milestone syncs automatically whenever project records are changed.

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User groups

Provide separate logins for different clients and project managers, creating personalized tracking dashboards for each user.

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Advanced permissions

Apply rules for different clients. Customize who sees which milestones and which files they can download at a granular level.

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Security

Protect sensitive project information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.

Why 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.

UI screenshot of Softr drag-and-drop dashboard setup for building client project tracker

Easy, fast setup

Build your client project tracker in minutes with AI—no manual configuration or manual setup needed.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features like task approvals, document sharing, or status reports as your client needs evolve—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with a project tracker, then add billing portals, dashboards, or intake forms—all in one place.

How it works

Generate a custom client project tracker 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.

Customer Love

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.

Frequently asked questions

What is a client project tracker?
What are the benefits of building a client project tracker with Softr?
What types of features can I build into my client project tracker?
How can I "vibe code" a client project tracker with Softr?
Can I manage multiple clients or project teams in the same client project tracker?
Can I use Softr if I don't already have my project data in another tool?
Which data sources does Softr support for project tracking?
Can I customize the client experience and project permissions?
Can I white-label my client project tracker in Softr, including using my own branding?
Can I customize the design and layout of my client project tracker?
How secure is my project data in Softr apps?
Is the AI-generated client project tracker production-ready or just a prototype?
How is Softr different from other project management or no-code tools?
Can I automate project workflows and integrate with other tools?

Related use cases

Build your client project tracker. No code needed.

Describe what you need. Softr's AI builds it in minutes. Get started for free, no developer needed.