Build a client portal powered by your Airtable data
Give your clients and employees a secure way to access and manage their information in a professional and sleek portal web app.
Trusted by 100,000+ teams worldwide
Quickstart your portal with feature-rich templates
Client Portal
Let your clients view and update their own data, manage projects, change status in real-time.
Employee Portal
Create internal websites and team directories to easily share information and collaborate.
Sales CRM Portal
Get a 360° overview of all your sales activities, and easily manage deals and contact data, all in one place.
Investor Portal
Keep track of all your companies, funding rounds, manage your LP communications, and more.
Untapped Capital VC firm keeps its LPs informed with investor portal built with Softr
I tried other tools, like Webflow and Stacker, but they were either too flexible or not flexible enough. When I used Softr, it was clear immediately that the capabilities went beyond what I found elsewhere. Technology is core to our fund, and Softr is key to differentiating ourselves with a custom client portal that allows us to operate efficiently. 5/5 ⭐️⭐️⭐️⭐️⭐️
Yohei Nakajima General Partner, Untapped Capital
Easily add a beautiful front-end to your database
Choose your colors, logo, and domain. Customize your login and internal pages. Embed your secure client portal in any webpage, and include social media and business tools for a seamless on-brand client experience.
Build secure client portals tailored to your business, on a budget
No need to use expensive third-party software that doesn't fit your needs. Keep your private data in Airtable, and design a secure custom web app for any type of user, internal or external.
Stop worrying about data leaks
Unlike other solutions, Softr uses server-side authentication to protect your data. Powered by AWS for maximum performance, scalability and high availability.
Multiplatform Client Portals
Don’t be stuck with a single operating system. With Softr's PWA feature, your web app is accessible to your users across IOS and Android. The apps will adapt and look great on every screen without any extra design or resources.
Powerful pre-built functionality out of the box
Softr does the heavy lifting of all technical work for you, so you can focus on your business.
User accounts
Let users easily create their own accounts with out-of-the box authentication. Customers can log in or sign up in seconds.
Roles & permissions
Granular permissions allow you to make sure only the right users have access to the right information, while everything is securely stored in Airtable.
Lists, Cards, Grids, Table Views
Easily display the data from Airtable with a variety of pre-built layouts. Customize which information is shared, and which stays private to you.
Search, filtering, sorting
Let users of your web app explore your content with search and sorting functionality based on any of your Airtable fields.
Member-only content
Restrict access to specific pages or sections of a page based on any conditions like user's role, company, payment rules and more.
Custom form builder
Add custom forms with a wide range of field types like email, and files. Seamlessly send responses to Airtable or any other service using Zapier or Integromat.
Secure payments
Let your customers buy goods or services with recurring or one-time payments, and easily apply trials and coupons to the checkout.
Real-time data sync
Users can update any content on your app, and our native integration with Airtable ensures data is instantly in sync both ways, no lag.
Self-service access & data update
Let your customers and employees view and manage their content, like update project status, track orders, upload invoices, and any other actions custom to your business.
Customer support
We’re obsessed with helping our customers automate their business. We have guides, articles, videos and 7-days-a-week live chat support to help you tackle your toughest challenges.
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For entrepreneurs building new products.
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For teams building advanced custom apps.
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Frequently asked questions about client portal software
A client portal is a cloud-based web app accessed via a single, secure entry point, like a login page. Client portals are used by organizations to provide a professional service, communicate securely, and collaborate with customers, teams, partners, or community members. Users are granted permission to view, edit, share and collaborate only on documents and tasks that are relevant to them. So a client portal is more secure than giving all users access to your database.
A client portal should include the following: - Secure cloud-based file storage, access, and management. - Flexible, granular permissions for individual users or groups. - 24/7 access. - Real-time communication, collaboration, and project management tools, like Dropbox, Google Docs, group chat, instant messaging, discussion boards, and notifications. - Customizable user interface and back-end that are interactive, intuitive, and easy to navigate. - Real-time, dynamic search, and listings. - Embedding capabilities. - Payments applications. - User-controlled password management. - Analytics tools and reports. - Track notes and comments to keep on top of collaborations and developments.
Softr's client portal software puts you in control of your data. - Users cam login via web app. - No more direct access to your entire database. - User permissions ensure information is only shared securely with relevant audiences. - A tailored experience means a more personalized, engaging UX to boost your professional image. - Clients and team members enjoy self-service online access to their information.
Client portals are safe if they use server-side security and encryption, and users log in with a unique username and password. Owners and admins can also set user access permissions, so each user can only access the content and sections made available to them. This offers greater protection against data leaks and unwanted data manipulation.
Anyone can use a client portal if they are granted access by the owner. Client portals are commonly used by large and small businesses, startups, law firms, non-profit organizations, educational institutions, and online communities, among others.
Client portal features available with Softr include: - Interactive UX. - 30+ dynamic list layouts. - 100+ pre-built drag-and-drop blocks. - Custom form builder. - Video, social media, and business tool embedding. - Native Stripe integration. - White label option to add your custom branding to Softr templates. - Membership management. - Granular user group permissions, and tiered access to sections and gated content. - On-page profile and listings editing. - SEO optimization, and responsive, mobile-friendly pages. - Real-time, dynamic search, filtering, and sorting. Smart pagination. - Embed your app in any webpage. - Transfer ownership. - Server-side authentication and enterprise-level data encryption.
You can also build Internal Tools, Online Marketplaces, Online Communities, Resource Listings, Websites and Landing Pages, OEM Partner Portals, Intranets for Small Businesses, and more.
