Consulting Client Portal

Build a consulting client portal, without code

Softr makes it easy to build a custom client portal to centralize documents, manage projects, and deliver a higher level of service.

Loved by 800,000+ teams around the globe
Data Management

Bring your data and tools together in real-time

Build on top of your existing data with 15+ native integrations, or use Softr’s built-in databases to power your app. With Softr, you can sync all your tools and information in real-time.

Explore all data sources
Power

Deliver a portal your consulting clients will love

Create a personalized, secure experience for every client, 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 your consulting clients).

Works on any device

Turn your portal into a downloadable mobile 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 workflows.

User groups

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

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

Go beyond a client portal

Stop overspending on pricey software with unused features. Build custom apps—project trackers, team intranets, CRMs, and more—that fit your workflows perfectly.

“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.”
Natalie Neumann
COO, Designity
How It Works

Go from zero to app, incredibly fast

1
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.
2
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.
3
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.

Build a consulting client portal, fast

Build and launch your first portal in under 30 minutes.
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