Build your hubspot client portal without code
Grant deal visibility, share documents, and manage tickets in an AI-powered portal built with AI that you customize to fit your clients.
Build exactly what your clients need
Select only the CRM views and ticket features your workflow requires. Customize your portal now, and evolve it later as your business grows.
Real-time deal visibility
Secure document sharing
Interactive ticket management
Profile and contact updates
AI-driven record insights
Role-based access control
Bring all your CRM data together in real time
Connect HubSpot, spreadsheets, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and HubSpot permissions in minutes.
Easy, secure logins
Your portal is mobile-ready by default. Turn it into a downloadable app in one click via PWA so clients can track deals on the go.
Works on any device
Your portal is mobile-ready by default. Turn it into a downloadable app in one click via PWA so clients can track deals on the go.
Automations
Build native automations to handle status notifications and record updates automatically whenever a client interaction occurs.
User groups
Provide separate logins for different tiers of clients, and create tailored HubSpot dashboards for every unique account.
Advanced permissions
Apply rules for different user levels. Customize who can view tickets and which documents they can download at a granular level.
Security
Protect sensitive client information and HubSpot records. 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 hubspot client portal in minutes with AI—no manual configuration or developer time needed.
Consolidate your stack
Add features like secure document sharing, deal trackers, and ticket forms as your agency workflows evolve.
Flexible as you grow
Start with a client portal, then add team dashboards and intake forms—all in one place with no extra tools.
Generate a custom hubspot 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
Create a custom hubspot client portal now
Describe what you need. Softr's AI builds your client portal in minutes. Get started for free.