Build your white label client portal template
Share documents, track project status, and manage billing in a white label client portal template built with AI to fit your branding.
Build exactly what your clients need
Customize your portal setup with the exact steps and views your team needs. Add features as client processes evolve—no code or design needed.
Branded client login area
Centralized project status tracking
Secure document sharing portal
Automated billing and invoices
Custom dashboard analytics
AI-powered data queries
Bring all your client data together in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client workflows.
Give every user 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 for your clients in one click with Softr's PWA.
Works on any device
Softr apps are mobile-ready by default. Turn your portal into a downloadable app for your clients in one click with Softr's PWA.
Automations
Build native automations to handle client notifications, status updates, and document alerts automatically whenever project records are changed.
User groups
Provide separate logins for different clients and staff, creating personalized dashboards for every individual user in your portal.
Advanced permissions
Apply rules for different client tiers. Customize who sees which documents and what actions they can take at a granular record 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 white label client portal template in minutes with AI—no manual design or coding required.
Consolidate your stack
Add features like secure document sharing or invoice tracking as your client relationships grow and evolve.
Flexible as you grow
Start with a portal, then add dashboards and feedback forms in one place with no extra tools to manage.
Generate a white label client portal template 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 white label client portal template
Describe what you need. Softr's AI builds your custom portal in minutes, no code required.