Build your secure client access portal
Share documents, track project updates, and manage invoices in a secure client access portal built with AI to fit your business workflow.
Build exactly what your clients need
Customize your secure client access portal with the exact views your clients need. Add features as your service evolves—no code needed at all.
Secure client login access
Document sharing and storage
Real-time project updates
Centralized communication hub
Payment and invoice tracking
Custom profile management
Bring all your client data together in real time
Connect spreadsheets, CRMs, and payment systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business and clients.
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 granular permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Let clients access their documents and updates on the go with a downloadable PWA—no extra design needed.
Works on any device
Softr apps are mobile-ready by default. Let clients access their documents and updates on the go with a downloadable PWA—no extra design needed.
Automations
Build native automations to handle notifications, status updates, and invoice alerts automatically whenever client records are updated.
User groups
Provide separate logins for different clients and staff, and create personalized dashboards that show only relevant project data.
Advanced permissions
Apply rules for different clients. Customize who sees which documents and which project updates they can view at a granular level.
Security
Protect sensitive client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for total peace of mind.
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 secure client access portal in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like document sharing, project tracking, or billing as your client needs evolve—no rebuild needed.
Flexible as you grow
Start with a portal, then add dashboards, forms, or internal tools—all in one place with no extra service fees.
Generate a custom secure client access 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 secure client access portal today
Describe what you need and launch your custom portal in minutes. Start for free, no developer needed.