Client Portal

Build energy trading customer portal software, no code required

Streamline energy trading operations and enhance customer interactions with a customizable portal tailored to your business needs.

Get started free Start with a template

Screenshot of an energy trading customer portal user interface displaying account information, trading options, real-time market data, and navigation menus.

energy trading customer portal software mobile ui

Loved by 800,000+ teams around the globe

Flexibility

Build exactly what your clients need

Create a customized portal tailored for your energy trading clients. Add only the features you need now, and adjust as your workflows evolve.

UI screenshot of access usage and billing

UI screenshot of contact account management

UI screenshot of upload compliance documents

Data Management

Unify your trading data in real time

Connect spreadsheets, trading platforms, and market data feeds with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your trades.

Explore all data sources

Power

Give every trading client a custom, secure portal.

Provide energy trading clients with branded, secure access to their accounts, reports, and dashboards. Set up client logins and permissions in minutes.

Easy, secure logins

Clients can view account data, contracts, and trading activity from any device. Your portal is mobile-ready out of the box.

Works on any device

Clients can view account data, contracts, and trading activity from any device. Your portal is mobile-ready out of the box.

Automations

Connect with your trading and analytics tools to automate report sharing, notifications, and data updates for clients.

User groups

Provide custom dashboards for each client or partner group, showing only their trading data and relevant documents.

Advanced permissions

Set granular visibility for contracts, positions, and reports. Control which users can view, download, or manage each type of info.

Security

Protect sensitive trading and client data. Softr is SOC2 and GDPR compliant with strong security features for the energy sector.

AI Magic

An AI assistant for your traders

Let customers ask AI about trades, usage, or billing—instant answers and insights, right inside your energy trading 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 energy trading customer portal software

Easy, fast setup

Launch your energy trading client portal in minutes with drag-and-drop blocks and templates.

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

Consolidate your stack

Add features like contract uploads, trade tracking, or analytics as your portal needs change.

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

Flexible as you grow

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

“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 energy trading 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.”