Client Portal

Build your own customer payment portal, no code required

Streamline payments, enhance user experience, and simplify transactions with a customizable portal tailored to your business needs

Get started free Start with a template

Screenshot of a customer payment portal user interface displaying fields for payment details, billing information, and a prominent pay button.

Loved by 800,000+ teams around the globe

Flexibility

Customize your payment portal to your needs

Build a customer payment portal that fits your specific workflows. Add only the pages and tools you need, and adapt as your business grows.

UI screenshot of invoice viewing and download

UI screenshot of online payment processing

UI screenshot of payment history tracking

UI screenshot of automated payment reminders

UI screenshot of dispute and support requests

Data Management

Bring all your payment data together in real time

Connect spreadsheets, payment systems, and accounting tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your transactions.

Explore all data sources

Power

Give every customer a custom, secure experience.

Create a fully branded customer payment portal with personalized dashboards and permissions. Let customers manage payments and view invoices with ease.

Easy, secure logins

Your customer payment portal works smoothly on desktop and mobile. Customers can check balances or make payments on the go.

Works on any device

Your customer payment portal works smoothly on desktop and mobile. Customers can check balances or make payments on the go.

Automations

Connect with your payment and invoicing tools to automate payment reminders, receipts, and status updates.

User groups

Give different customer segments tailored dashboards—so each sees only their relevant payment and account details.

Advanced permissions

Control who can view invoices, payment histories, or account settings. Permissions can be set by group or individual.

Security

Keep customer payment data secure. Softr is SOC2 and GDPR compliant with robust access controls.

AI Magic

Give payers an AI assistant

Customers can get instant answers about payments, invoices, or account status—AI works right inside your payment portal.

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 customer payment portal

Easy, fast setup

Get your customer payment portal live in minutes with drag-and-drop blocks and payment templates.

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Consolidate your stack

Easily add new payment options, client access, or custom workflows as your business changes.

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

Flexible as you grow

Manage payments, invoices, and client communications all in one secure client portal.

“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 payment 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.”