Client Portal

Build customer project management software

Track milestones, share files, and approve deliverables in an AI-powered portal built with AI to fit your team's specific workflow.

Screenshot of a customer project management software interface featuring a project timeline, task status kanban board, file sharing area, and a messaging sidebar.
customer project management software mobile ui
Loved by 1 million+ teams around the globe
Data Management

Bring all your project data together in real time

Connect spreadsheets, CRMs, and project trackers 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 client and manager the right views and access. Set up secure logins, user groups, and granular permissions for every project in minutes.

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Easy, secure logins

Softr apps are mobile-ready by default. Turn your project portal into a downloadable app so clients can track progress and approve files from anywhere.

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Works on any device

Softr apps are mobile-ready by default. Turn your project portal into a downloadable app so clients can track progress and approve files from anywhere.

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Automations

Build native automations to handle client notifications, milestone status updates, and data sync automatically whenever project records are changed.

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User groups

Provide separate logins for project managers and clients, and create personalized dashboards that show only the tasks relevant to each user.

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Advanced permissions

Apply rules for different stakeholders. Customize who can view budgets, and who can comment on or approve deliverables at a granular level.

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Security

Protect sensitive client documents and project information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.

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 project management software

Easy, fast setup

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

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

Consolidate your stack

Add features like client approval workflows or task tracking as your 프로젝트 processes evolve—no rebuild needed.

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

Flexible as you grow

Start with project management, then add client portals or sales dashboards—all in one place with no extra tools.

How it works

Generate customer project management software 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 project management software?
What are the benefits of building customer project management software with Softr?
What types of features can I build into my customer project management software?
How can I "vibe code" customer project management software with Softr?
Can I manage multiple clients or teams in the same customer project management software?
Can I use Softr if I don't already have my project data in another tool?
Which data sources does Softr support for project management?
Can I customize the client experience and project permissions?
Can I white-label my customer project management software in Softr?
Can I customize the design and layout of my customer project management software?
How secure is my project data in Softr apps?
Is the AI-generated project software production-ready or just a prototype?
How is Softr different from other project management no-code tools?
Can I automate project workflows and integrate with other tools?

Related use cases

Launch your project portal today

Go from idea to live customer project management software in under an hour. Build and customize without code.