Build your client relationship management portal
Manage accounts, share documents, and track projects in an AI-powered portal built with AI that you customize to fit your workflow.
Build exactly what your clients need
Customize your portal setup with the exact steps and views your team needs. Add features like invoice tracking and data rooms as you evolve.
Centralized account dashboard
Secure document sharing
Real-time project tracking
Automated status notifications
AI-powered data queries
Invoicing and payment gateway
Bring all your client data together in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
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
Your portal is mobile-ready by default. Turn it into a downloadable PWA so clients can track project status and sign documents on the go.
Works on any device
Your portal is mobile-ready by default. Turn it into a downloadable PWA so clients can track project status and sign documents on the go.
Automations
Build native automations to handle status notifications, welcome emails, and data updates automatically whenever client records are changed.
User groups
Provide separate logins for different client tiers or departments, and create personalized dashboards for each stakeholder.
Advanced permissions
Apply rules for different user groups. Customize exactly which documents and invoices each client can see or edit at a granular level.
Security
Protect client relationship data and files from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 relationship management portal in minutes with AI—no manual setup or complex configuration.
Consolidate your stack
Add features like secure document sharing or automated invoicing as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals and dashboards—all in one place with no extra seats to buy.
Generate a custom client relationship management portal
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
Create a custom portal now — for free
Go from idea to live client relationship management portal in under an hour. No code needed.