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.
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.
Add only the views and features you need
Use drag-and-drop blocks to build a consulting client portal that looks sleek and modern out of the box. Add only what you need, and iterate as your workflows evolve.
Client Onboarding
Account Management
Client Communication
Document Sharing
Project Management
Billing & Invoicing
Insights & Dashboards
Support & Resources
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.
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.
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