Create a client portal powered by
your SharePoint data
Give your clients and employees a secure way to access and manage their information in a professional and sleek client portal app.
Trusted by 500,000+ teams worldwide
“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
Client portal template
Our ready-made template with mock data will help you visualize what your client portal can look like.
Frequently asked questions
Softr is a no-code app builder that makes it easy to build custom client portals and internal tools using your existing data. Connect it to your preferred data source, customize layout and logic, and share it with your clients or team members on any device.
Yes, there's a free trial available for all paid plans, and there's also a "forever free" plan that gives access to everything you need to get started.
Absolutely! You can connect your custom domain on the platform in all paid plans.
No. You can use a Softr subdomain (e.g. yoursite.softr.app) to publish your app and get going. Moreover, we take care of hosting your app for you.
Navigate to Softr's data source section and select the Rest API as your data source. You can then choose from available API call templates or add your preferred API manually, configuring it with the necessary headers and authentication.
Yes! Check out this tutorial for more details and tips, or read through our help doc. When you connect to Rest API as a data source, we also offer 3 API templates, with more coming soon. You can also connect your own API manually to get started.
Another option would be to copy your relevant client portal data to another Softr-supported data source like Airtable, Google Sheets, or SmartSuite. You can then build your client portal on top of that (example) If you need help with importing your data, reach out to us — we'd love to help!
