Build your own hubspot client portal, no code required
Provide clients with seamless access to their data and communication, fully customizable to suit your unique business processes and goals.
Customize your portal around your processes
Create a HubSpot client portal with only the views and features your clients need. Update and iterate as your workflows change—no code required.
View and update deals
Track support tickets
Access shared documents
Book meetings
View invoices and payments
Receive project updates
Unify your client data in real time
Connect spreadsheets, CRMs, and support systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client interactions.
Give every client a custom, secure experience.
Create a secure, branded portal to simplify client communication and document sharing. Each client gets tailored access to their data in minutes.
Easy, secure logins
Clients can access their portal anytime, anywhere—mobile-ready by default or as a downloadable app with Softr’s PWA.
Works on any device
Clients can access their portal anytime, anywhere—mobile-ready by default or as a downloadable app with Softr’s PWA.
Automations
Connect with HubSpot and other tools to automate updates, notifications, and document management for clients.
User groups
Create unique dashboards and logins for each client or group, ensuring a personalized experience for every user.
Advanced permissions
Set rules for who can view, edit, or upload files so clients see only what’s meant for them.
Security
Keep client data protected with SOC2 and GDPR compliance plus robust permission controls.
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An AI assistant for your clients
Clients can ask AI questions and get instant answers based on their data—all within your portal, no extra tools needed.
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
Launch your HubSpot client portal in minutes with drag-and-drop blocks and no coding needed.
Consolidate your stack
Add new portal features, client views, or automations as your client relationships evolve.
Flexible as you grow
Connect your CRM, then manage client docs, messages, and updates all in one secure portal.
Build a fully custom HubSpot client 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.
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Frequently asked questions
Build your client portal effortlessly