Build your own sales portal software, no code required
Streamline sales processes, manage leads, and track performance with a customizable portal tailored to your sales team's workflow.
Customize your sales portal to your needs
Create a sales portal with only the tools and views your team needs. Adjust and expand your setup anytime, as your sales process changes.
Lead capture and management
Opportunity pipeline tracking
Document sharing and storage
Quote and proposal generation
Task and activity management
Sales reporting dashboard
Unify your sales data in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales workflows.
Give every client a custom, secure experience.
Create a fully branded sales portal for your clients. Offer personalized dashboards and permissions, making client access simple and secure.
Easy, secure logins
Your sales portal is mobile-ready—clients can access offers, quotes, or documents anytime, anywhere.
Works on any device
Your sales portal is mobile-ready—clients can access offers, quotes, or documents anytime, anywhere.
Automations
Connect your portal to CRM or sales tools to automate updates, notifications, and follow-ups.
User groups
Give each client or team a personalized dashboard—so everyone sees the most relevant sales materials.
Advanced permissions
Control access to quotes, order histories, or pricing. Adjust permissions for each client group as needed.
Security
Keep all client sales data secure. Softr provides SOC2 and GDPR compliance for peace of mind.
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Give your sales team an AI ally
Let sales reps ask AI for deal info or client updates—Softr’s built-in AI surfaces answers directly in your 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
Build your sales client portal in minutes with ready-made templates and drag-and-drop blocks.
Consolidate your stack
Add features like pipeline views, deal tracking, or reporting as your sales process evolves.
Flexible as you grow
Centralize CRM, client communications, and deal updates—all in one client portal, no extra tools.
Build a fully custom sales 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 Client Portal today