Build your project management client portal
Track progress, share files, and approve tasks in an AI-powered portal built with AI to fit your agency's client-facing workflows.
Build exactly what your clients need
Customize your portal with the specific views and status trackers your team uses. Add file sharing or billing blocks as your needs evolve.
Centralized project status tracking
Secure file and document sharing
Streamlined task approval requests
AI-powered project summaries
Direct client feedback collection
Automated billing and invoices
Unify your project data in real time
Connect project trackers, timelines, and budgets from multiple tools—or manage everything in Softr Databases. Create one source of truth for your client communications.
Give every client a custom, secure experience.
Give each client 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. Let clients track project milestones on the go by turning your portal into a downloadable app in one click.
Works on any device
Softr apps are mobile-ready. Let clients track project milestones on the go by turning your portal into a downloadable app in one click.
Automations
Build native automations to handle status notifications, approval alerts, and billing updates whenever project records change.
User groups
Provide separate logins for different clients. Create personalized dashboards so each user only sees their own project progress and files.
Advanced permissions
Apply rules for different stakeholders. Customize who can view documents, approve tasks, or comment on project status at a granular level.
Security
Protect sensitive project information from threats. Softr is fully SOC2 and GDPR compliant, ensuring professional client data management.
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 project management client portal in minutes with AI—no manual configuration or dev time needed.
Consolidate your stack
Add features like automated billing, AI summaries, or task approvals as your client relationships evolve.
Flexible as you grow
Start with a portal, then add internal admin tools or team dashboards—all in one place with no extra tools.
Generate a custom project management client portal
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 project management client portal
Describe your workflow and Softr's AI will build your portal in minutes. Start for free today.