Create a custom airtable client portal template without code
Streamline client interactions with a tailored portal that adapts to your business processes, enhancing efficiency and client satisfaction.
Tailor your client portal to your needs
Customize a client portal that fits your workflow. Add only the features and views you need, and update it easily as your client needs change.
Client document uploads
Project status tracking
Message center
Invoice and payment access
Appointment scheduling
Personal profile management
Bring all your client data together in real time
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for client interactions.
Give every client a custom, secure experience.
Build a fully branded client portal with intuitive logins, user groups, and permissions. Quickly provide clients with secure access to their data.
Easy, secure logins
Your client portal adapts seamlessly to desktop and mobile, so clients can access their data from anywhere.
Works on any device
Your client portal adapts seamlessly to desktop and mobile, so clients can access their data from anywhere.
Automations
Connect with your favorite tools to automate status updates, notifications, or file sharing—saving time for your team.
User groups
Assign tailored dashboards and access for each client or group, so every user sees only what’s relevant to them.
Advanced permissions
Set detailed rules for who can view, upload, or edit documents, with flexible permissions by group or individual.
Security
Keep client data safe with SOC2 and GDPR compliance, plus robust authentication and access controls.
.svg)
An AI assistant for your clients
Clients get instant answers to their questions right inside your portal, with AI using live data from your Airtable workspace.
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
Create your Airtable client portal in minutes using drag-and-drop blocks and prebuilt templates.
Consolidate your stack
Easily add new features like file sharing or messaging as your client relationships expand—no rebuild needed.
Flexible as you grow
Manage client info, share updates, and collect feedback—all in one secure portal, no extra tools required.
Build a fully custom client portal in minutes
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.
250+
600+
Frequently asked questions
Build your Client Portal effortlessly