If your clients keep asking for updates or can’t find key documents, something’s not working. When project details are spread across emails, spreadsheets, and shared drives, it slows everyone down and creates confusion on both sides.
A client portal helps fix that. It gives each client access to the specific files, tasks, or information they need—all in one place, with the right level of visibility.
But building one can get complicated. You need to manage logins, connect data sources, control who sees what, and do it without spending weeks on setup or hiring a developer.
In this post, we’ll redefine what portals are, show client portal examples from real businesses, and walk through how you can create your own that's branded and easy to set up.
What are client portals and client portal solutions?
Client portals, sometimes called customer portals, are a secure spaces where your clients can log in to find the information that matters to them—things like project updates, documents, invoices, or dashboards. The goal isn’t to build something fancy. It’s to make life easier for you and your clients. No more back-and-forth emails. No more “where’s that file?” messages. Just the right information in the right place.
Here’s what most client portals include:
- A login page to ensure access is limited to specific individuals or organizations
- Various access types based on user profiles, rights, roles, etc.
- An intuitive interface to allow users to access data in a digestible way
- Syncing with the data source(s) to ensure information is always up-to-date and accurate
- Optional features like payment integrations, dashboards, or commenting—depending on what your clients need
With Softr, you can create a client portal that fits your workflow, your clients, and your brand. You can pull in live data from 14+ native data sources like Airtable, Notion, SmartSuite, ClickUp, or Google Sheets, or even Softr's own Databases (currently in beta), and control exactly who sees what—no coding needed.
“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
Next, let’s look at some real examples of client portals built on Softr.
5 client portal examples
We gathered five portal examples from Softr customers to inspire your projects. The examples cover a wide range of industries, use cases, and implementation levels.
1. FUGA
Real-time reporting and project updates for music clients
FUGA, a global music distribution platform, used Softr to create SCORE—a dynamic portal that lets artist managers and record labels access real-time reporting and update project details independently.
What stands out:
- Live dashboards replace static PDFs by pulling real-time data from Airtable and BigQuery
- Clients can update project metadata and marketing details directly in the portal (with two-way, real-time sync)
- Smart filters and role-based permissions ensure each user sees only what’s relevant
- Additional tools like interactive maps and tutorials help clients get more value from the portal
Why it works:
The SCORE portal saves FUGA’s team hours each week and gives clients instant visibility into release progress, inventory levels, and regional campaign coverage. It’s a scalable, branded solution that’s now being white-labeled for partners globally.
“We really appreciate how we can set user-specific visibility—clients see only what they need to see, nothing more.”
Laura,
FUGA team
2. Designity
Managing 500+ users across three portals
Designity, a subscription-based creative services platform, needed a more organized way to manage projects across clients, creative directors, and freelancers. Tools like monday.com and Asana didn’t offer the flexibility they needed, so they built their own system with Softr, Airtable, and Fillout.
What stands out:
- Three connected portals for clients, creative directors, and creatives
- 500+ users and 108K+ Airtable records powering 8+ custom workflows
- Features include request forms, timeline tracking, report builders, and approval flows
- Advanced permissions ensure each user sees only what they need
Why it works:
Designity launched the system in just 9 weeks—without hiring developers. Clients can request work, track progress, and approve deliverables in one place. Internally, teams manage projects, reports, and collaboration more efficiently, all in a system that adapts as the business grows.
“We thought we’d need developers and product managers to build this. With Softr, we did it ourselves in weeks.”
Natalie Neumann,
COO, Designity
3. Torigen
Streamlining pathology submissions for 250+ vet clinics
Torigen, a biotech company working with veterinary clinics, needed a faster, more reliable way to collect and process tumor sample submissions. Their old process relied on paper forms and manual data entry into HubSpot—costing hours of staff time each day and leaving room for errors.
What stands out:
- Smart submission forms adapt based on tumor type and animal breed
- Submissions are stored as HubSpot tickets and tracked in real time
- Clinics can search, filter, and download case reports from their dashboard
- Built-in print slips, resource hub, and tailored next steps based on sample data
Why it works:
Over 250 clinics now use the portal, which processes more than 600 samples a month. It replaces a frustrating paper process with a clean, guided experience for clinics—and saves Torigen 3–4 hours of admin work daily. The team can also adapt quickly: when their lab software requirements changed, they updated the portal over a weekend with no code.
“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
4. Urban’s Group
Boosting productivity by 25% with a custom ERP system
Urban’s Group, a landscaping and construction business with 80+ employees, was running into major operational headaches. Tools like Excel, Trello, and legacy construction software made it hard to track projects, manage teams, or automate anything, slowing the business down just as it was trying to scale.
What stands out:
- A custom ERP built with Softr and Airtable, covering 7+ tools in one app
- Role-based access for managers, field workers, and clients
- Real-time dashboards for project tracking, payroll, and financial performance
- Time tracking and geolocation features integrated with Zoho Forms
- Automations for invoicing, payroll, and client updates via Make
Why it works:
By bringing everything into one place, Urban’s Group reduced admin time by 30% and increased productivity by 25%. Field workers can now log hours and access project info on the go, while managers and clients each get a tailored view of what they need. The app’s flexibility has helped Urban’s replace multiple disconnected tools—and keep growing.
“We used Softr’s Form blocks for absence requests and client feedback, and the Comment block to streamline communication within the app. Everything’s easier—managers, field teams, and clients all benefit.”
Clément Piot,
Founder, KYRRO.tech
5. Officeheads
Automating 8 workflows in under 2 days
Officeheads, an accounting firm for SMBs, wanted to give clients a clearer view of what was happening with their finances—without relying on endless emails or hard-to-read spreadsheets. After trying Sharepoint and custom dev, CEO Rebecca Berneck turned to Softr.
What stands out:
- Built a full client portal in 2 days using Softr and Airtable
- Automates 8 workflows, including service timelines, dashboards, video guides, and project tracking
- Clients see what’s happening each week, download reports, and watch tailored financial videos
- Uses permissions to control access for each client and internal team
Why it works:
The portal now serves 50+ clients, replacing static reports with interactive dashboards and self-serve info. Clients can easily see the value they’re getting—something Rebecca says helps close new deals too.
“I’m happy that I have the client portal after dreaming about what I wanted it to be. It makes everything complete of what I want to offer.”
Rebecca Berneck, CEO, Officeheads
What are the best client portal solutions?
We hope that you’re inspired by these great client portal examples and are now ready to create your own. But where should you start? The logical first step is to evaluate the options available to you.
You can create your own client portal in three main ways: by coding it and building from scratch, using a dedicated client portal solution, or using Softr as a self-service client portal solution. Let’s take a look at each.
1. Hard-coding your client portal internally
For teams with deep technical resources, building a fully custom client portal in-house might seem like the most flexible route. It gives you complete control — but also comes with major trade-offs.
Pros:
- Entirely custom: You can design every interaction and workflow to match your business logic or niche use case.
- Proprietary: If you are worried about not owning the technology behind your client portal, this can alleviate that concern.
- “Free": There’s no ongoing software cost — though the time and staffing requirements often offset any savings.
Cons:
- Difficult to implement: You’ll need backend and frontend developers, UX/UI designers, hosting infrastructure, and security protocols — all before your first client logs in.
- Very expensive: A DIY solution needs constant updates to maintain security, fix bugs, or accommodate evolving client needs.
- Time-consuming: Building your client portal internally will likely turn what could have been an agile experiment into a massive project that could last for months (with no guaranteed result).
Unless you’re a large enterprise with in-house engineering and a long runway, a custom build can be risky and resource-heavy. Most small and midsize teams find more value in tools that let them move faster and iterate often — especially when client expectations are high and workloads are already stretched.
2. Paying for a dedicated client portal solution
Another option is to adopt a dedicated software or solution that focuses solely on helping you build and implement your client portal. Contrary to the DIY method, this introduces more flexibility but still presents limitations you should know about.
Pros:
- Focused offering: A dedicated solution generally ensures that you have access to advanced features catering specifically to client portals.
- Specialized expertise: Dealing with a niche solution might translate into quality support and user community.
Cons:
- Expensive: Most dedicated client portal solutions are relatively costly. You might find it difficult to justify paying a high price for a single purpose.
- Limited scope: A niche solution will prevent you from transferring the skills and features you’re investing time and resources into to other projects beyond your client portal.
- Third-party solution: Reliance on third-party software will limit your ability to own your client portal and might require exposing your data.
This option can be a great choice for larger companies that want to dedicate time and resources to building a client portal. However, the limited scope of these solutions can prove quite restrictive and hard to justify when considering your budget and long-term vision.
3. Building your client portal with Softr (no code required)
If you want a faster, more flexible way to build a client portal without hiring a developer or stitching together multiple tools, Softr is a great option. It lets you create secure, branded client portals on top of your existing data sources.
Softr stands out because it fills the gap between where your data lives and how your clients interact with it. Whether you're working with Airtable, monday.com, Coda, Google Sheets, or HubSpot, Softr gives you a front-end that’s secure, branded, and easy to navigate.
Softr pros:
- A large variety of ready-to-use templates: Includes a client portal template to get started in minutes with template data included to help you understand the data structure you need for this use case.
- Works with your data: Softr allows you to connect to 14+ data sources with real-time sync. Your clients can access the information they’re looking for in one place with the reassurance that the data is always in sync and up-to-date.
- Shared project views for better collaboration: Let clients and team members see project plans, milestones, tasks, files, and team roles — all in one place. Everyone stays aligned without chasing updates over email.
- Built-in billing and payments: Share invoices and let clients pay directly from the portal using Stripe or PayPal. No need to switch tools or make payments manually.
- Custom role-based permissions: You can build a custom client portal for free by defining granular access for different user groups, so internal teams, clients, and partners only see what’s relevant to them.
- Consolidated tools and costs: Softr lets you create client portals, team intranets, and internal workflow tools in the same platform, saving money on multiple software licenses.
- Built-in privacy and compliance: Softr is SOC2 and GDPR compliant, with secure authentication and hosting. That’s especially important for client-facing portals with sensitive information. Learn more on our security page.
Softr cons:
- Some elbow grease will be needed: Although we make it as seamless as possible to get started setup still takes some work to structure your data, set up custom logic, and figure out your workflows.
- Not ideal for complex IT documentation: Lacks advanced technical writing features like API documentation support.
Softr pricing
Softr offers flexible pricing plans, so you can build a client portal at any tier:
- Free for up to 10 users per month
- Paid plans start at $49/month for 20 users (when billed annually)
- Professional: Starts at $139/month for 100 users (when billed annually)
- Business: Starting at $269/month for 2500 users (when billed annually)
- Custom plans for enterprise customers
Softr is ideal if you want to move fast, test new ideas, or avoid the cost of adding new tools constantly. It's especially useful if you already manage work in spreadsheets and need a cleaner way to share that information with clients.
If you’re interested in trying Softr but still unsure whether you have the skills to do it (trust us, you do), check out the next section, where we break down the implementation steps to build a client portal on our platform.
Start building your client portal with Softr today
As these client portal examples show, you don’t need a huge team or a custom dev budget to give your clients a more streamlined, self-serve experience.
With Softr, you can build a secure, branded portal that’s tailored to your business—without writing a single line of code. Whether you’re managing creative projects, processing submissions, or sharing reports, a well-designed client portal can save hours each week and help you deliver better service at scale.
The entire process can be boiled down into four steps:
- Connecting Softr to your data, syncing with the data source of your choice (Airtable, HubSpot, Google Sheets, Clickup, monday.com, BigQuery, Notion, etc.)
- Mapping your data to replace mock content in pre-set fields and pages.
- Customizing the layout, branding, and logic of your portal to match your intended workflows and allow precise control over what users can see and do.
- Sharing with your clients and collaborators using your custom domain.
For a detailed tutorial, check out this video, where you can watch how to create a client portal with Softr in minutes.
Sign up for free to try it yourself!
What is Softr
Softr is the easiest way to turn your data into powerful business apps—no code required. Connect to your spreadsheet or database, customize layout and logic, and share with your team or clients.
Join 800,000+ users worldwide, building client portals, internal tools, CRMs, dashboards, project management systems, inventory management apps, and more—all without code.
Join 800,000+ users worldwide, building client portals, internal tools, CRMs, dashboards, project management systems, inventory management apps, and more—all without code.
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Thierry Maout
Thierry is a content marketer based in France. He has extensive experience writing about B2B SaaS, automation, and user onboarding. Originally from France, he has lived and worked in Ireland, the US, Germany, the UK and Canada as well as collaborated with companies from all over the world including UserGuiding, Make (formerly Integromat), and others. Thierry has a Bachelor's degree in International Affairs from Le Havre University (France) as well as a Master's degree in Law, Economics, and Management from the Institute of Evolutionary Science of Montpellier (France). Passionate about education and the no-code movement, Thierry has been featured in publications such as UX Collective and The Startup on Medium. A frequent Softr collaborator (freelance-based), he’s also a former startup co-founder and has, among others, co-founded and managed growth at Fairwai.
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