Client Portal

Build your own monday.com customer onboarding system, no code required

Streamline onboarding, enhance client satisfaction, and tailor processes with a no-code system designed for your team's unique needs.

Get started free Start with a template

Screenshot of a monday.com customer onboarding system user interface, displaying a structured form with fields for user information, progress indicators, and colorful buttons for navigation.

monday.com customer onboarding system mobile ui

Loved by 800,000+ teams around the globe

Flexibility

Customize your onboarding to your needs

Build a customer onboarding system tailored for your team. Add only the steps and views you need, and adjust as your process evolves—no code needed.

UI screenshot of onboarding task tracking

UI screenshot of document sharing and approval

UI screenshot of meeting and call scheduling

UI screenshot of progress overview dashboard

UI screenshot of customer communication log

Data Management

Unify your onboarding data in real time

Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for onboarding.

Explore all data sources

Power

Deliver a seamless, secure onboarding portal for clients.

Welcome new clients with a fully branded portal that guides them through onboarding steps and milestones. Give each client secure access, personalized views, and support tools in minutes.

Easy, secure logins

Clients can access onboarding checklists and resources from desktop or mobile. All portals are mobile-ready out of the box.

Works on any device

Clients can access onboarding checklists and resources from desktop or mobile. All portals are mobile-ready out of the box.

Automations

Connect with your existing tools to automate onboarding reminders, document collection, and status updates.

User groups

Set up separate logins for clients, onboarding managers, and support teams—each gets a tailored dashboard.

Advanced permissions

Decide which onboarding materials, forms, or progress updates each user group can see and interact with.

Security

Keep client onboarding data secure with SOC2 and GDPR compliance plus robust access controls.

AI Magic

AI Assistant for Customer Onboarding

Customers ask AI onboarding questions and get clear answers instantly, right in your portal—no need to switch systems.

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 monday.com customer onboarding system

Easy, fast setup

Spin up a monday.com client onboarding portal in minutes with drag-and-drop building blocks.

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

Consolidate your stack

Add onboarding steps, integrations, or approvals as your client needs change—no need to start over.

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

Flexible as you grow

Manage onboarding, client info, and communication in one portal—no extra tools required.

“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

Read Case Study

“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

Read customer story

“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

Read Case Study

“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

Learn More

“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

Read Case Study

“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

Read Case Study

How It Works

Build a fully custom onboarding system 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.”