Client Portal

Build your own client tracking portal, no code required

Manage client data, track interactions, and enhance service with a customizable portal tailored to your business needs and goals.

Get started free Start with a template

Screenshot of a client tracking portal user interface displaying client names, status updates, and progress indicators in a clean, organized layout.

Loved by 800,000+ teams around the globe

Flexibility

Tailor your client tracking portal to your needs

Set up a client tracking portal with just the features and workflows your team needs today. Adjust and expand as your client process changes.

UI screenshot of client onboarding forms

UI screenshot of project and task tracking

UI screenshot of client communication log

UI screenshot of document sharing & storage

UI screenshot of status updates & notifications

UI screenshot of invoice and payment tracking

Data Management

Bring all your client data together in real time

Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Keep client, project, and workflow data centralized.

Explore all data sources

Power

Give every client a custom, secure experience.

Offer your clients a fully branded tracking portal with personalized dashboards and permissions. Let each client securely monitor their data and activity in minutes.

Easy, secure logins

Clients can access their tracking portal from desktop or mobile. Let them view updates and progress anytime, anywhere.

Works on any device

Clients can access their tracking portal from desktop or mobile. Let them view updates and progress anytime, anywhere.

Automations

Connect to your existing tools to automate status updates, notifications, and client communications.

User groups

Give each client and internal team member tailored dashboards, ensuring everyone sees only what they need.

Advanced permissions

Control who can view, update, or manage client data. Set permissions by group or individual for added security.

Security

Protect sensitive client information with SOC2 and GDPR-compliant security features built in.

AI Magic

Give clients an AI assistant

Clients get instant answers to their questions right inside your portal, with AI using your latest support data and resources.

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 tracking portal

Easy, fast setup

Set up your client tracking portal in minutes with drag-and-drop blocks and ready templates.

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

Consolidate your stack

Add features like file sharing, status updates, or messaging as your client needs change.

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

Flexible as you grow

Manage client records, communications, and resources in one secure portal—no extra tools needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Build a fully custom client tracking 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”