Build your own HubSpot document portal
Manage files and track approvals in an AI-powered HubSpot document portal built with AI to fit your team's specific document workflow.
Build exactly what your clients need
Customize your HubSpot document portal with the exact steps and views your team needs. Add features as processes evolve—no code needed.
HubSpot CRM data sync
Secure file uploads
Role-based document access
AI-powered document summaries
Client approval workflows
Automated status notifications
Unify your HubSpot data in real time
Connect HubSpot records, attachments, and client data 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 user access to the right HubSpot files in a fully branded portal. Set up secure logins, user groups, and document permissions in minutes.
Easy, secure logins
Your HubSpot document portal is mobile-ready by default. Clients can upload files or approve documents from any device without extra design work.
Works on any device
Your HubSpot document portal is mobile-ready by default. Clients can upload files or approve documents from any device without extra design work.
Automations
Build native automations with Softr Workflows to trigger status notifications and document update alerts whenever HubSpot records are changed.
User groups
Provide separate logins for clients and employees, creating personalized document dashboards for each group based on their role.
Advanced permissions
Apply rules to control who can view, upload, or delete files. Customize document visibility at a granular level based on HubSpot data.
Security
Protect confidential business documents 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 portal in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like client approval workflows or role-based file access as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a document portal, then add HubSpot dashboards or internal tools—all in one place with no extra seats.
Generate a custom HubSpot document portal 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 portal in minutes
Describe what you need. Softr's AI builds your document management tool with HubSpot sync in minutes.