Build your customizable client portal with AI
Share secure documents and track projects in an AI-powered portal built with AI to perfectly fit your team's unique workflows.
Build exactly what your clients need
Customize a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your client workflows evolve.
Secure document sharing
Real-time project tracking
Centralized billing and payments
AI-powered data insights
Custom profile management
Streamlined support requests
Bring all your client data together in real time
Connect spreadsheets, CRMs, and billing tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client projects.
Give every client a custom, secure experience.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and granular permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your portal into a downloadable app in one click with Softr's PWA—no extra design needed for mobile clients.
Works on any device
Softr apps are mobile-ready by default. Turn your portal into a downloadable app in one click with Softr's PWA—no extra design needed for mobile clients.
Automations
Build native automations with Softr Workflows to handle support requests, new profile setups, and data sync automatically whenever records are changed.
User groups
Provide separate logins for different client segments or internal teams, and create custom dashboards for each user to track projects.
Advanced permissions
Apply rules for different client groups. Customize who sees billing details and which support actions they can take, at the most granular level.
Security
Protect sensitive client documents and billing profiles 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 client portal in minutes with AI. No complex setup or dev needed—just tell us what you need.
Consolidate your stack
Add features like document sharing, billing, or new project views as your workflows evolve—no dev work needed.
Flexible as you grow
Start with your portal, then add custom dashboards, CRMs, or forms—all in one place, with no extra tools.
Generate a custom client portal with AI 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 a customizable client portal in minutes
Describe what you need. Softr's AI builds your client portal in minutes with zero dev time required.