The AI client portal builder for your process
Give clients secure access to files, requests, and updates in a portal that fits your process and runs on connected business data.
A client portal shaped to your process
Choose only the views and workflows your client portal needs today, then adapt access, requests, and update flows as your process changes.
Client access requests
Shared file exchange
Request status tracking
AI client answers
AI request triage
Client update workflows
Bring all your client data together
Manage client records, requests, and files in Softr Databases, or connect Airtable, Notion, Google Sheets, and other systems with real-time sync.
Give every user a custom, secure experience.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Give clients mobile-ready access to shared files, request updates, and portal forms. Install the portal as a PWA in one click.
Works on any device
Give clients mobile-ready access to shared files, request updates, and portal forms. Install the portal as a PWA in one click.
Automations
Trigger client notifications, status updates, and request follow-ups with Softr Workflows whenever records change.
User groups
Create separate client access groups and personalized dashboards so each client sees the requests, files, and updates that matter.
Advanced permissions
Control which client users can view files, submit requests, or change statuses with permissions down to the field and action level.
Security
Protect client records and shared files with encrypted data, secure access controls, and Softr Databases' SOC 2 Type II compliance.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Describe your client portal, and generate access requests, file exchange, and status tracking in minutes.
Consolidate your stack
Add client views, request workflows, and update steps as your portal process changes.
Flexible as you grow
Bring client requests, shared files, answers, and updates into one secure portal.
Generate a fully custom client portal in minutes.
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Your AI client portal, ready today
Give clients a secure place for files, requests, answers, and updates, with no dev work required.