“Every client and every agency is different and needs customization, whether it’s the workflow or the scheduling. Nothing fit the mold of what we were looking for, so we decided to build something ourselves. Softr was the perfect solution.”
Jonathan Strupek, Agency Founder (Strupek)
Bring your data and processes into one portal
Softr integrates with popular databases, CRMs, and project management platforms. Connect to data sources in a few clicks, and give your clients one place to view and update information in real-time.
“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
Start with a marketing agency client portal template
Connect your Airtable or Google Sheets data to our ready-made template to get set up in minutes. Or use it for inspiration to start with another supported data source.
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Rated 4.8 in 450+ verified reviews
Read why companies and operators love Softr.
"They say that if you can’t explain it in a simple way, you don’t understand it well enough. I say the same thing about any software. If you can’t figure it out in the first 10 min by yourself without any tutorial, it’s probably not for you. Since the first moment we discovered Softr, we started the work."
"The best no-code platform to create websites based on airtable databases."
"Softr is an easy to use no-code platform that has so much potential."
"Creating a customer portal with Softr allows us to give our customers that bit of extra value. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real-time."
"Incredible platform - from web noob to office superstar in a month!"
"I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr."
"Softr is the goldilocks of no code — not too difficult, not too simple. It’s powerful in that you can build a dynamic app that reacts to user inputs, yet is simple enough to build quickly."
"Easily the shortest learning curve on any app I've used! It's very intuitive and when you can't figure something out the support is excellent and there is also a great community who are always willing to help."
"The best no-code platform to create websites based on airtable databases."
Frequently asked questions
A client portal is a secure digital access point to an company's files, workspace, and knowledge base. Organizations allow their clients entry through a login page on a browser or cloud-based web app, much like Google Drive. Users can view, edit, share, track, share files, and collaborate on documents based on their specific permissions. This means a client portal only gives clients access to relevant parts of the database.
A marketing agency client portal can provide many benefits, including: - Work consolidation via a document portal - Secure data encryption - Task management - Messaging in one place - Secure 24/7 access for clients - Improved communication and collaboration - Superior client service - Extra control of your operations via OEM partner portals
There are pros and cons to out-of-the-box and in-house client portal software. Out-of-the-box software is instantly ready but less customizable. In-house software gives organizations total control over the client portal but involves upkeep, time, resources, and extensive training. No-code client portal software lets organizations build custom client portals in minutes. No training or upkeep is required, and the organization retains control over branding and functionality.
Yes! With Softr's PWA feature, your client portal is accessible to your users across IOS and Android devices. The apps will adapt and look great on every screen without any extra design or resources.
Softr connects with Airtable, Google Sheets, SmartSuite, HubSpot, BigQuery, monday.com, and SQL data sources. Learn more about data sources
