Build branded B2B portals, without code
Give clients, vendors, or partners a secure and on-brand portal to access key documents, track projects, and collaborate.




Bring your data and tools together in real-time
Use Softr's built-in databases to power your portal, or build on top of 15+ data sources like Airtable, Notion, Google Sheets, and more. No manual updates—your content stays synced automatically.
Add only the views and features you need
Use drag-and-drop blocks to build a B2B portal that looks sleek and modern out of the box. Easy, convenient, and quick to update as your workflows evolve.








B2B portal software that scales with you
Create a personalized, secure experience for every client, partner, or vendor, all within a single portal. Tailor the look and feel to align with your brand.
Branding
Deliver a professional client portal that reflects the look and feel of your brand (and impresses end users).
Works on any device
Turn your portal into a downloadable mobile app with Softr’s PWA feature—no extra design work needed.
Automations
Connect with your existing tools, including Make and Zapier, to automate workflows.
User groups
Create custom user groups and separate logins to provide different views and access levels.
Advanced permissions
Customize who sees what, and which actions they can take, even at the most granular level.
Security
Protect your data from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Go from zero to app, incredibly fast
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.














Frequently asked questions
B2B portal software gives you a way to create portals to better manage relationships with clients, partners, vendors, and more. It gives both internal and external stakeholders a branded space to access information, track orders or projects, share documents, and collaborate.
B2B portal software is used to improve how companies share information and work with their business partners. Instead of relying on scattered emails and docs, B2B portals give clients, vendors, or partners one place to track projects, share documents, and self-serve the information they need.
Businesses use portals to simplify onboarding, manage accounts, share documents, and strengthen client and partner relationships. With Softr, you can build a branded B2B portal in hours and connect it to the tools you already use.
Custom B2B portal software helps businesses improve collaboration and deliver a professional experience. The main benefits are:
- Convenience for end users: They can log in anytime to access what they need and collaborate with your team.
- Time savings for teams: Less manual communication and fewer repeated requests.
- Security: Business data stays protected behind secure logins instead of scattered across email.
- Transparency: Clients, vendors, and teams always have visibility into project status and deliverables.
- Professional look: A branded portal strengthens your company’s reputation and relationships.
With Softr, you also get the benefit of building and customizing your B2B portal quickly, without having to call on developers.
A good B2B portal should make it easy to manage accounts, share resources, and track projects or transactions. The most important features include:
- Secure logins and permissions to ensure each end user (e.g. partner or client) only sees their own data.
- Document and file sharing to upload contracts, invoices, or compliance documents.
- E-signature and PDF download to allow partners or clients to sign agreements digitally and download files offline.
- In-app commenting to keep all communication tied to the account or project.
- Customization to brand the portal to match your company’s identity and processes.
- Integrations and data flexibility to connect with CRMs, spreadsheets, and other data sources.
- AI assistance to let partners and teams query data, generate summaries, or get instant answers without manual searching.
With these features, custom B2B portal software becomes a scalable solution for managing your external business relationships.
Traditionally, building B2B portals required developers or expensive off-the-shelf software with limited customization. Today, you can build one much faster using no-code platforms like Softr.
Here's how it works:
- Connect your data: Start by choosing where your partner or client information will live. With Softr, you can build on top of tools you already use, such as Airtable, Google Sheets, Notion, SQL, or HubSpot. If you don’t have a system in place, you can also create and manage data directly in Softr Databases.
- Set up users and permissions: Define roles like clients, vendors, and admins, add secure logins, and control who can see or edit information.
- Build your pages: Add dashboards, account overviews, invoices, or project pages with drag-and-drop blocks. Restrict access so only logged-in users see the right data.
- Customize design and branding: White label your portal with your company’s logo, brand colors, and layouts for a professional look.
- Add workflows and automations: Automate updates and approvals, trigger notifications for order changes, or route tasks to the right team members.
- Publish and iterate: Launch your portal in hours, then expand it as your business grows.
With Softr, you can do all this without coding,— and use templates, integrations, or AI to get started even faster.
Yes, you can build B2B portal software without coding by using no-code platforms like Softr. Instead of hiring developers, you can launch a secure, branded portal in hours.
With Softr, you can connect your data from Airtable, Google Sheets, HubSpot, Notion, SQL (and more) — or use Softr’s own database. You can also set up secure logins, add pages and customize layouts, and apply your branding, all without writing a single line of code.
With Softr, you can build B2B portal software on top of the tools you already use, so you don’t need to move your data. Softr supports 15+ native integrations, including Airtable, Google Sheets, Notion, HubSpot, and SQL databases like MySQL, PostgreSQL, and Supabase. You can also connect any other tool using the REST API connector.
If you don’t have a system in place, Softr includes Softr Databases, where you can design and manage your account data directly.
No matter the source, Softr lets you sync your data in real time, control permissions, and decide what your app users can view or edit.
Yes. With Softr, you can add a built-in AI assistant to your B2B portal without extra setup. Instead of coding prompts or configuring separate tools, the assistant works directly with the data inside your portal.
For example, clients can ask: “What invoices are unpaid?” or “What projects have overdue tasks?” Your team can ask: “Summarize all open tasks this week” or “Which accounts need renewals soon?”
The AI assistant only reads the data users already have access to, so your portal users get instant answers without ever seeing information outside their permissions.
Most B2B portal tools are either too rigid (hard to customize for your workflows) or too complex (require developer help to maintain). Softr gives you both flexibility and speed.
- No coding required: Drag-and-drop blocks, pre-built templates, and secure login options mean you can launch in hours, not weeks.
- Data flexibility: Connect existing data sources (Airtable, Notion, SQL, Google Sheets, HubSpot, Clickup, BigQuery) or manage data directly in Softr Databases.
- Custom branding: White label your portal to match your business identity.
- Granular permissions: Control what each client, vendor, or partner sees.•
- Built-in AI assistant: Unlike many builders, Softr includes an optional AI chat assistant, so users can get answers instantly inside the portal.
This mix of speed and flexibility makes Softr a great option for companies that want professional, scalable B2B portals without developer overhead.












