Build a consulting client portal with AI
Softr makes it easy to build a portal to centralize documents, manage projects, and deliver a higher level of service—no code required.
Bring your data and tools together in real-time
Use Softr's built-in databases to power your portal, or build on top of 17+ data sources. With Softr, you can sync all your tools and information in real-time.
Add only the views and features you need
Describe what you need, get a custom portal back. Then switch between AI and visual editing to add content, adjust logic, 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.
User management
Logins, user management, hosting, and more—built in and working from the moment you hit publish.
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
Use Softr Workflows to automate processes across your app—or connect to Make, Zapier, n8n and more.
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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Go from zero to app, incredibly fast
Connect to your data in seconds
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.
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.
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.
