Agency Client Portal

Create an agency client portal, without code

Softr makes it easy to build an on-brand client portal to deliver more value and keep your clients (and team) happy.

Get started free Start with a template

Loved by 800,000+ teams around the globe

Data Management

Bring your data together in real-time

Use Softr's built-in databases to power your client portal, or build on top of 15+ native data sources like Airtable, Notion, HubSpot, and more. With Softr, you can sync all your tools and information in real-time.

Explore all data sources

Flexibility

Customize the experience for every client

Use drag-and-drop blocks to build an agency client portal that aligns with your services. Add the functionality you need, and iterate as your workflows evolve.

Power

Save time and elevate your agency's brand

Look professional and deliver a smoother client experience with less back-and-forth. Softr makes it easy to launch quickly and scale as your agency grows.

Branding

Deliver a professional, white-label client portal that reflects the look and feel of your agency (and impresses your clients).

Works on any device

Turn your portal into a downloadable app in one click with Softr’s PWA feature—no extra design work needed.

Automations

Connect with your existing tools, including Make and Zapier, to seamlessly automate project workflows.

User groups

Create custom user groups and separate logins to provide different views and access levels for your team and clients.

Advanced permissions

Customize who sees what, and which actions they can take, even at the most granular level.

Security

Protect client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

Read Case Study

Use cases

Consolidate all your tools

Stop overspending on pricey software with unused features. Build custom apps that fit your workflows perfectly.

Text Link

How It Works

Go from zero to app, incredibly fast

Connect

Start by connecting to your data

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

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.

Launch

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.

“We thought we'd need developers, a product manager, and UX designers before launching a new project management system. With Softr, we built it ourselves in weeks.”