Build your own notion client portal template
Create a portal to share updates, files, and progress with clients using a customizable template that fits your business workflow.
Build exactly what your clients need
Customize your client portal with just the views and features your workflow requires. Add, adjust, or evolve anything as your needs change—no code required.
Client onboarding forms
Document sharing & storage
Project progress tracking
Invoice and payment tracking
Support ticket submission
Meeting scheduling
Bring all your client data together in real time
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Centralize client, project, and support data in one place.
Give every client a custom, secure experience.
Set up a branded client portal in minutes. Personalize access and dashboards for each client with easy logins and advanced permissions.
Easy, secure logins
Your client portal works seamlessly on desktop or mobile. Clients can access their info from anywhere.
Works on any device
Your client portal works seamlessly on desktop or mobile. Clients can access their info from anywhere.
Automations
Connect to existing tools and automate client workflows, updates, or notifications with ease.
User groups
Set up different user groups for clients and staff, ensuring everyone sees just what they need.
Advanced permissions
Control access to resources, tasks, or documents—customize permissions for each client or group.
Security
Protect client data with enterprise-grade security. Softr is SOC2 and GDPR compliant for peace of mind.
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An AI assistant for clients
Clients can ask AI questions and get instant, accurate answers using live portal data—all built right into your client portal.
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
Set up your Notion client portal in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Easily add new client-facing features or adjust permissions as your client relationships evolve.
Flexible as you grow
Bring together client communication, documents, and tasks—all in one secure portal, no extra tools.
Build a fully custom 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 notion client portal template today