Create a contract and billing system that keeps clients informed, invoices paid, and admin work to a minimum—no code required.
Use Softr's built-in databases to power your contract and billing system, or build on top of existing data with 15+ integrations. With Softr, you can sync all your tools and information in real-time.
Softr gives you the flexibility to tailor what clients see, sign, and pay for.
Softr helps you deliver a polished and secure system that saves hours of back-and-forth with your clients—and accelerates your cash flow.
Deliver a professional contract management and billing system that reflects the look and feel of your brand.
Turn your system into a downloadable app in one click with Softr’s PWA feature—no extra design work needed.
Connect with your existing tools, including Make and Zapier, to seamlessly automate workflows and notifications.
Create custom user groups and separate logins to provide different views and access levels for clients and internal staff.
Customize who can see what, and which actions they can take, even at the most granular level.
Protect client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Build a complete client portal by adding reporting dashboards, project management, or support tools—all in the same app.
Contract and billing management systems let you securely store and organize contracts, track billing activity, and share invoices or payment history with your clients. These portals improve transparency, reduce manual follow-up, and keep sensitive info secure.
Instead of juggling PDFs, spreadsheets, and email threads, you can give clients self-serve access to their documents, payment records, and contract details—while keeping everything organized on the backend and stored in your database.
Launch quickly, customize freely, and stay in control of your data—no coding or design skills required. With Softr, you can launch a secure portal that simplifies invoice sharing, contract management, and payments, customized for each client.
You can include exactly what your clients need, including contract status tracking with e-signatures, invoice tracking with downloadable PDFs and payment status indicators, billing info update forms, custom quotes, and more.
Start by connecting your client, billing, invoice, and contract data, whether it's in Airtable, Google Sheets, Notion, HubSpot, ClickUp, or another data source—or move your data to Softr Databases and connect it to your app.
Build your contract management and billing system with modern drag-and-drop blocks like Lists, Tables, and Forms, and set permissions to ensure each client only sees what they need. Use our contract management system template for inspiration!
Softr has native integrations with 14+ data sources, including Airtable, Notion, Google Sheets, HubSpot, monday.com, ClickUp, SQL data sources, and more—or you can bring existing data into Softr Databases via CSV import or a public API. You can also combine sources to display different data sets across your portal.
Yes! You can use custom user groups and conditional filters to ensure clients only see their own documents and billing information.
Absolutely. You can customize the layout, design, and navigation to match your branding—and even host the portal on your own domain, so it looks like part of your website.
Yes. With secure authentication and role-based permissions, Softr is built to safely manage sensitive financial and legal data. Softr also follows GDPR-aligned practices for data protection and privacy.
Not at all. Softr is designed for non-technical teams, so you can build and maintain your portal without writing any code.