Client Portal

Build your own ERP customer portal, no code required

Provide seamless access to essential resources with a customizable portal tailored to your ERP system and customer interactions.

Get started free Start with a template

Hero image showing a modern UI design of an ERP customer portal, featuring navigation menus, dashboard widgets, and user account information.

Loved by 800,000+ teams around the globe

Flexibility

Build exactly what your clients need

Set up a customer portal with just the features and workflows your clients require. Evolve and adapt your portal easily as their needs change.

UI screenshot of order tracking and status updates

UI screenshot of invoice viewing and payments

UI screenshot of support ticket submission

UI screenshot of account information management

UI screenshot of product catalog browsing

UI screenshot of document downloads and sharing

Data Management

Unify your ERP data in real time

Connect spreadsheets, ERP systems, and other tools with real-time sync—or manage everything in Softr Databases. Centralize client and order data for better visibility.

Explore all data sources

Power

Give every customer a custom, secure portal.

Offer each customer a branded portal with tailored dashboards and permissions. Let clients access their ERP data and documents securely.

Easy, secure logins

Your customer portal is mobile-ready. Let clients view orders, invoices, or updates from any device.

Works on any device

Your customer portal is mobile-ready. Let clients view orders, invoices, or updates from any device.

Automations

Connect the portal with your ERP or other tools to automate updates, notifications, and document sharing.

User groups

Create different access and dashboards for various customer groups—so each sees only what matters to them.

Advanced permissions

Customize permissions for orders, invoices, or support cases by group or individual user.

Security

Keep customer ERP data protected. Softr is SOC2 and GDPR compliant for strong security.

AI Magic

Give customers an AI assistant

Let customers ask AI for order updates or support info—instant answers pulled from your portal, always available and accurate.

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 erp customer portal

Easy, fast setup

Get your ERP customer portal live in minutes with simple drag-and-drop building blocks.

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

Consolidate your stack

Add features like secure document sharing or custom workflows as your client needs change.

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

Flexible as you grow

Bring CRM data, client interactions, and support tools together in one easy-to-manage 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 ERP customer 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.”