Build a HubSpot document management system
Sync files, manage approvals, and track engagement in an AI-powered system built with AI to fit your HubSpot document management workflow.
Build exactly what your business needs
Customize your HubSpot document management system with the exact approval steps and views your team needs. Add features as processes evolve.
HubSpot file synchronization
Document approval workflows
Role-based access control
AI document search agent
Client portal file sharing
Engagement tracking dashboard
Bring all your HubSpot data together in real time
Connect HubSpot files, contact records, and task systems with real-time sync—or manage everything in Softr Databases. One source of truth for your agency's workflows.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Access your HubSpot document management system on the go via a downloadable app with Softr's PWA.
Works on any device
Softr apps are mobile-ready by default. Access your HubSpot document management system on the go via a downloadable app with Softr's PWA.
Automations
Build native automations with Softr Workflows to handle document approval notifications and sync file engagement data whenever HubSpot records change.
User groups
Provide separate logins for clients and employees, creating personalized document dashboards and file-sharing views for each user group.
Advanced permissions
Apply rules for different user groups. Customize who can view, edit, or approve documents at even the most granular level.
Security
Protect sensitive document information 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 HubSpot document management system in minutes with AI—no manual setup needed.
Consolidate your stack
Add features like document approvals, engagement tracking, or secure file sharing as your needs grow.
Flexible as you grow
Start with a document system, then add client portals or sales dashboards—all with no extra tools.
Generate a HubSpot document management system with AI
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 your HubSpot document management system
Describe what you need. Softr's AI builds your document portal in minutes.