Impress your client base with an agency client portal tailored to your brand

Create a custom-built agency client portal to consolidate an expanding workflow. Build a page with white-label software to suit your business.

softr features to build a employee portal

Create professional web apps with our template designs

Customize and build an agency client portal and organization with beautiful, pre-built templates, each with its own unique style and layout.

Client Portal

Organize all your clients in a single place. Allow users to view projects and make edits via a client portal in real-time.

Our awesome features
Sales CRM Portal

Get the complete view of your contacts and activities on a customized CRM application powered with Airtable data.

Our awesome features
Applicant Tracking

Streamline your hiring process with an applicant tracking system that allows you to post job openings, track applicants and make better hiring decisions.

Our awesome features

Real-time data sync

Create an elegant client portal for your agency

Don’t let out-of-the-box software speak for you. Reflect your unique brand identity via our easily customizable templates. Communicate what your agency represents to your clients by choosing the font, color, logo, and more.

Maintain amazing client relations with a user-friendly interface

No need to info-dump on new clients. Make onboarding a frictionless client experience. Give your clients access to all the information they need via the knowledge base on your agency client portal.

Interface design flexibility

Protect yourself and clients from costly data leaks

Ensure your client’s data is safe from malware and cyber attacks. Use server-side authentication with AWS to guarantee clients secure access to their projects. Powerful and highly scalable for an expanding client base.

server-side authentication to protect your data
Steven Cornelis

Why Skill It chose Softr to create an easy-to-use interface between their clients and Airtable

“I needed a platform for building websites and web apps using Airtable as a database. I was initially using Stacker, but the amount of input required from the client side was too much. So, I started looking for alternatives and, after trying out some options, turned to Softr, as it met all my requirements and was easy to use. Nowadays, I’m using Softr on a regular basis and love how the platform is evolving, incorporating more and more new features and improvements.”

Steven Cornelis Agency Founder, Skill It

READ THE STORY

Say CU LTR to juggling client phone calls, text, and email notifications

Let clients access progress updates and the knowledge base to cut down on comms chaos

Hit the ground running with powerful pre-built features

None of the code, none of the technical work. Softr does all the heavy lifting for you.

User accounts

Make it easy for clients to create their own accounts with instant authentication. Signup and login take just seconds.

Our awesome features
Roles and permissions

Determine access to information on your Airtable database with granular roles and permissions.

Our awesome features
Lists, Cards, Grids, Table Views

Choose from a variety of ready-made layouts to display Airtable data. You decide whether that information stays private or gets shared.

Our awesome features
Search, filtering, sorting

Increase the functionality of your web app by letting users search and sort from any Airtable field related to client projects.

Our awesome features
Member-only content

Prevent access to sensitive data on Airtable. Let clients and team members see only what they need to see.

Our awesome features
Custom form builder

Embed a wide range of custom forms onto your client portal page. Match the style to your brand and organization’s needs.

Our awesome features
Secure payments

Bill clients effortlessly with one-time and recurring credit card payments via your agency client portal, just like our B2B portal.

Our awesome features
Real-time data sync

Our native app integration with Airtable ensures that users can update any content instantly.

Self-service access & data update

Allow any user to manage content and cut time on repetitive manual tasks like status updates and invoice reminders.

Customer support

For a smooth launch, let us help you automate your business with our guides, articles, videos, and live chat support features.

With Softr, you don’t have to worry about data leaks.

Softr protects agency client portals with server-side authentication so you can focus on the bigger picture.

Frequently asked questions about agency client portals

A client portal is a digital access point to an organization’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.

An agency client portal has the following benefits: - Work consolidation via a document portal - Secure data encryption - Easy-to-learn task management - Messaging in one place - Easy 24/7 access for clients - Improved communication and collaboration - Superior client service - Potential for task scheduling and automatization - Highly customizable - Pricing to fit your budget - A professional look - Your choice of add-ons - 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. But no-code client portal software lets organizations build custom client portals in minutes with white-label portal software. Virtually no training or upkeep is required and the organization retains control over branding and functionality.

Client Portal | Internal Tools | Web App Builder | Free Website Builder Made with Softr