Client Portal

Build your own customer payment portal

Manage billing, process payments, and track history in an AI-powered portal built with AI that you adapt to fit your business workflow.

Screenshot of a customer payment portal interface featuring a dashboard with outstanding balances, payment history tables, a 'pay now' button, and navigation menus.
customer payment portal mobile ui
Loved by 1 million+ teams around the globe
Data Management

Bring all your billing data together in real time

Connect spreadsheets, payment processors, and CRMs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.

Explore all data sources
Power

Give every user a custom, secure experience.

Give each customer the right views and access in a fully branded portal. Set up secure logins, user groups, and billing permissions in minutes.

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Easy, secure logins

Portals are mobile-ready by default. Turn your customer payment portal into a downloadable app in one click via PWA for easy mobile payments.

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Works on any device

Portals are mobile-ready by default. Turn your customer payment portal into a downloadable app in one click via PWA for easy mobile payments.

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Automations

Build native automations to handle payment notifications, status updates, and automated invoice delivery whenever records are changed.

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User groups

Provide separate logins for account managers and customers, creating personalized billing dashboards for each specific user.

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Advanced permissions

Apply rules for different clients. Customize who can view invoices, update payment methods, or download tax forms at a granular level.

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Security

Protect sensitive customer billing information from threats. Softr is fully compliant with SOC2 and GDPR regulations for secure processing.

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

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

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

Consolidate your stack

Add features like history analysis, automated invoices, or profile management as your workflows evolve.

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

Flexible as you grow

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

How it works

Generate a custom customer payment portal with AI

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.

Customer Love

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.

Frequently asked questions

What is a customer payment portal?
What are the benefits of building a customer payment portal with Softr?
What types of features can I build into my customer payment portal?
How can I "vibe code" a customer payment portal with Softr?
Can I manage multiple clients or accounts in the same customer payment portal?
Can I use Softr if I don't already have my billing data in another tool?
Which data sources does Softr support for payment tracking?
Can I customize the user experience and billing permissions?
Can I white-label my customer payment portal in Softr, including using my own branding?
Can I customize the design and layout of my customer payment portal?
How secure is my financial data in Softr apps?
Is the AI-generated customer payment portal production-ready or just a prototype?
How is Softr different from other no-code tools for billing?
Can I automate billing workflows and integrate with other tools?

Related use cases

Build your customer payment portal. No code needed.

Describe what you need. Softr's AI builds it in minutes. Get started free. No setup time, no dev needed.