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.
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 can 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.