Build your own sharepoint client portal
Share documents, track projects, and notify clients in an AI-powered portal built with AI to fit your specific business workflow.
Build exactly what your clients need
Customize your sharepoint client portal with the exact file views and support steps your team needs. Add features as workflows evolve—no code.
Secure client file sharing
Real-time project tracking
Granular user permissions
Self-service support requests
AI-powered document summaries
Automated status notifications
Unify your client data in real time
Connect spreadsheets, CRMs, and document lockers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
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 by default. Turn your portal into a downloadable app in one click so clients can access files anywhere.
Works on any device
Softr apps are mobile-ready by default. Turn your portal into a downloadable app in one click so clients can access files anywhere.
Automations
Build native automations to handle status notifications and document alerts automatically whenever project records are updated.
User groups
Provide separate logins for different clients, and create personalized document dashboards for each individual user.
Advanced permissions
Apply rules for client groups. Customize who can view, upload, or delete files at a granular level to ensure total data security.
Security
Protect sensitive client information from security threats. Softr is fully SOC2 and GDPR compliant, keeping your portal data safe.
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 sharepoint client portal in minutes with AI—no manual configuration or dev time needed.
Consolidate your stack
Add features like project trackers, support forms, or file summaries as your needs grow—without a rebuild.
Flexible as you grow
Start with a client portal, then add team dashboards or sales tools—all in one place, with no extra tools.
Generate a custom sharepoint client portal in minutes
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 sharepoint client portal. No code.
Describe what you need. Softr's AI builds your client portal in minutes with no dev work required.