Build your own zoho client portal, no code required
Manage client access, share resources, and streamline communication with a custom portal tailored to your business needs and processes.
Customize your client portal to your needs
Set up a client portal that supports your team’s workflow. Add only the views and actions you need now, and update them as your business grows.
Document sharing and management
Project status tracking
Support ticket submission
Invoice viewing and payments
Appointment and meeting scheduling
Profile and account management
Unify your client data in real time
Connect spreadsheets, CRM systems, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for client interactions.
Give every client a custom, secure experience.
Create a branded portal for your clients with tailored views and permissions. Provide fast, secure access to all client information in one place.
Easy, secure logins
Clients can access your portal from any device. Mobile-ready and easily downloadable as an app with Softr’s PWA.
Works on any device
Clients can access your portal from any device. Mobile-ready and easily downloadable as an app with Softr’s PWA.
Automations
Automate notifications, updates, and data sync by connecting with your favorite tools—no manual work needed.
User groups
Create separate logins and dashboards for different client groups, so each sees only the information that matters to them.
Advanced permissions
Set detailed rules for each client group, ensuring the right data and features are accessible to the right clients.
Security
Safeguard sensitive client data with SOC2 and GDPR compliant security and advanced access controls.
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An AI assistant for your clients
Clients ask AI support questions right in your portal—Softr delivers instant answers using your latest support data.
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 Zoho client portal in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Easily add features like file sharing, messaging, or approvals as your client needs change.
Flexible as you grow
Connect your CRM and client portal, then add dashboards or forms—all in one secure platform.
Build a fully custom 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 Client Portal effortlessly