Build your own customer document portal
Securely share files and track approvals in an AI-powered portal built with AI that you customize to fit your business workflows.
Build exactly what your clients need
Customize a customer document portal that looks sleek and modern. Add only the features you need, and iterate as your team's workflows evolve.
Secure file upload library
Automated document status tracking
Custom role-based access
AI-powered document summaries
Approval workflow management
Client resource directory
Unify your document data in real time
Connect spreadsheets, CRMs, and cloud storage with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business documents.
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 document permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Let clients upload or sign documents from any device—no extra design work needed.
Works on any device
Softr apps are mobile-ready by default. Let clients upload or sign documents from any device—no extra design work needed.
Automations
Build native automations to handle notifications for new uploads, document status changes, and data sync whenever records are updated.
User groups
Provide separate logins for different clients, and create personalized dashboards so each user only sees their own files.
Advanced permissions
Apply rules for different user groups. Customize who can view, upload, or delete documents at even the most granular level.
Security
Protect sensitive client information 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 customer document portal in minutes with AI—no manual configuration or setup needed.
Consolidate your stack
Add features like automated status tracking, file approvals, or AI summaries as your workflows evolve.
Flexible as you grow
Start with a document portal, then add client CRMs, dashboards, or forms—all in one place with no extra tools.
Generate a custom customer document portal in minutes
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
Build your customer document portal in minutes
Describe what you need. Softr's AI builds it in minutes. Get started for free, no code needed.