Create a custom website with client portal
Provide clients with secure access to their data through a customizable portal that integrates seamlessly with your website workflow.
Build exactly what your clients need
Create a client portal with only the views and features your business requires. Start simple, and adapt your portal as your clients’ needs grow.
Client account registration
Document and file sharing
Service request submission
Project or task tracking
Secure messaging and communication
Invoice viewing and payments
Bring all your client data together in real time
Connect spreadsheets, CRMs, and support tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your clients.
Give every client a custom, secure experience.
Deliver a fully branded client portal with personalized views and permissions. Let clients securely log in and access their information anytime.
Easy, secure logins
Your client portal is mobile-ready out of the box. Clients can access it from any device, or download as an app with one click.
Works on any device
Your client portal is mobile-ready out of the box. Clients can access it from any device, or download as an app with one click.
Automations
Connect the portal to your existing tools to automate file uploads, notifications, and client communications.
User groups
Provide clients and internal teams with separate logins and tailored dashboards for each role.
Advanced permissions
Customize who can view, upload, or edit documents—set permissions by client, team, or project.
Security
Protect client information with SOC2 and GDPR compliance. All data is secured with robust access controls.
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An AI assistant for your clients
Let clients ask AI questions or get updates right in your portal—instant answers using your live support data, built in with Softr.
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
Launch your website and client portal in minutes with drag-and-drop blocks—no coding required.
Consolidate your stack
Add new portal features, custom pages, or workflows as your client needs change—no rebuild needed.
Flexible as you grow
Manage your website, client portal, forms, and dashboards all in one place, with no extra tools.
Build a fully custom website with client 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 website with client portal today