Track project status, share files, and manage feedback in an AI-powered portal built with AI that you customize to fit your workflow.




Customize your client tracking portal setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.





Connect project trackers, file repositories, and contact lists with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Softr apps are mobile-ready by default. Let clients track their project progress from any device with a portal that feels like a native mobile app.
Softr apps are mobile-ready by default. Let clients track their project progress from any device with a portal that feels like a native mobile app.
Build native automations to handle status updates and automated milestone notifications whenever project records are changed in the portal.
Provide separate logins for different clients and staff, so each user sees only their specific project tracking data and documents.
Apply rules for different user groups. Customize who can upload files, edit project statuses, or provide feedback at a granular level.
Protect sensitive client documents and tracking information. Softr is fully compliant with SOC2 and GDPR regulations.
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.

Build your client tracking portal in minutes with AI—no manual setup or complex configuration needed.

Add features like milestone notifications and feedback forms as your workflows evolve—no rebuild needed.

Start with a portal, then add dashboards, forms, or internal tools—all in one place with no extra tools.
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.
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.




A client tracking portal is a secure space where your clients can log in to access information like account updates, shared project files, onboarding forms, and service timelines. It keeps all client communication and project milestones in one centralized place, so you don't have to rely on fragmented back-and-forth emails or messy spreadsheets. This makes it easier to stay organized and provide a transparent, professional experience for your clients and account managers.
Softr is the first AI-native platform for building business software. It makes it easy to build a client tracking portal that fits the way your agency or service business works. You can describe your specific tracking needs to the AI Co-Builder to instantly generate your database, client-facing pages, and account logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a pre-built template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and more. You have full control to adjust the layout visually, decide which clients see which data, and brand the portal to match your company's identity. It's quick to get up and running, simple to update as your services change, and flexible enough to grow with your client list.
You can include a wide range of features in your client tracking portal, depending on what your service workflow looks like. A great client tracking app usually mixes classic functional blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let clients query their project history or upcoming tasks conversationally, or set up Database AI Agents to automatically summarize weekly status reports.
- Vibe Coding Blocks – Build custom UI elements—like a personalized project health meter—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like an automatic Slack ping when a client uploads a signed document) that trigger notifications whenever a record is updated.
- Secure Logins – Manage access so each client only sees their own specific contracts, invoices, and progress bars.
- Intake Forms – Capture project requirements or feedback with custom forms and file uploads.
- Progress Dashboards – Visualize project completion and KPIs with real-time charts.
- Task Lists & Filtering – Display deliverables with searchable tables and kanban boards.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored component with AI.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can "vibe code" a client tracking portal in Softr by simply describing your requirements—like wanting a custom progress tracker or an automated onboarding flow—to the AI Co-Builder. Softr then generates a production-ready app on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like client authentication, database logic, and role-based security—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw code. You describe your tracking workflow, Softr builds it, and it’s ready for your clients to use instantly.
Yes. You can manage hundreds of different clients or accounts in a single portal. Each client only sees the specific projects, documents, and data assigned to them based on their login and role. This is particularly useful for agencies, law firms, or B2B consultancies that need a unified platform to track multiple stakeholders without any data overlapping between different client accounts.
Yes, you can. You don't need to bring your client list or project history from somewhere else to start building with Softr. If you're starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with the client tracking application you build.
But if you already have client data in tools like Airtable, Google Sheets, HubSpot, or SQL, you can connect those too. You can also use the REST API connector to bring in data from third-party CRM sources. Either way, you have full control over how your client records are structured and displayed in your portal.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business apps, offering high performance and instant automation triggers, ensuring a lightning-fast experience for your clients as they check their status updates.
If you already manage clients elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. You can even integrate multiple data sources into the same portal—so your app could pull project tasks from Softr Databases and billing info from HubSpot at once. Most sources support real-time, two-way sync, so updates in the portal reflect in your backend automatically.
Yes, Softr gives you full control over how users experience your client tracking portal. You can customize the layout, navigation, and content to match your brand's workflow. Each dashboard or data block can be shown or hidden based on who's logged in, so each client sees only their specific project milestones and files.
You can also set up different user roles, such as Client, Project Manager, or Admin—and define exactly what each role can view or edit. For example, clients can view their progress, while project managers can update task statuses and upload new deliverables. You can also create personalized views by filtering data based on the logged-in user.
This level of customization is essential for maintaining privacy when managing multiple client accounts in the same app. It keeps the experience clean, secure, and tailored to each client's specific engagement.
Yes, you can fully white-label your client tracking portal in Softr. You can use your own logo, brand colors, custom fonts, and a custom domain (like portal.yourcompany.com) to make the tracking experience feel like a natural extension of your business. You can also remove all Softr branding, ensuring your clients only see your company's identity whenever they check their project status.
Yes, you can. Softr gives you significant flexibility to control both the design and layout of your client tracking portal. You can adjust colors, fonts, spacing, and page structure to match your brand. To display your client data effectively, you can choose from various blocks:
- Table blocks – to show billing history or project tasks
- Kanban blocks – for tracking project stages and task movement
- List or Card blocks – to highlight project resources or team members
- Detail View – to show a comprehensive overview of a specific project
- Forms – for collecting client feedback or intake info
- Charts – to show hours logged or budget consumption
If your tracking requirements or branding change later, it's easy to go back and make updates right in the visual builder without needing to rebuild the app.
Softr is built with security in mind. All client data is encrypted in transit and at rest. You have full control over role-based permissions, ensuring a client from Company A can never see the data belonging to Company B. You can manage users directly within your data source and apply global visibility rules to protect sensitive financial or project information.
For portals using Softr Databases, your data is stored in a secure environment with SOC 2 Type II compliance and German-based hosting. For apps connected to external sources like Airtable or SQL, Softr doesn't store your records—it only displays them in real time based on your specific access settings. Softr follows industry best practices to help keep your client information safe and private.
It is fully production-ready. Unlike many AI tools that just generate custom code that is hard to maintain or secure, Softr builds your client tracking portal on top of a stable, business-grade foundation.
We handle the native infrastructure—like secure client authentication, hosting, and granular permissions—so you don't have to. This solves the "Day Two" problem: you get the speed of instant AI generation with the reliability of business software that is ready to scale for your clients from day one.
Softr is the first AI-native platform for building business software. Unlike traditional no-code tools that require manual configuration for every field, or AI tools that generate raw code, Softr's AI Co-Builder creates client tracking apps on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your client database and tracking pages in minutes, then use visual controls for precise editing. You get the speed of AI with the reliability of a platform that already includes auth, roles, and permissions. It’s built for service teams who want to move from a manual process to a professional portal on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your client tracking portal to the rest of your tech stack. You can automate tasks like sending a welcome email when a new client signs up, or sync payments using Stripe. Softr also supports REST API and webhooks for advanced needs.
Whether you need to trigger a notification when a project milestone is met or pull in data from your existing CRM, you can build these automations directly into your portal without writing code.
Describe what you need. Softr's AI builds it in minutes. Get started for free today.