Client Portal

Build your own asana client portal, no code required

Streamline client collaboration and enhance transparency with a customizable portal tailored to your team’s Asana workflow and goals.

Get started free Start with a template

Screenshot of the Asana client portal user interface, displaying project lists, task details, navigation menu, and collaboration features.

Loved by 800,000+ teams around the globe

Flexibility

Tailor your client portal to your needs

Customize your Asana client portal with only the features and views your clients and team need. Adapt and add as your workflows evolve—no code required.

UI screenshot of project overview dashboard

UI screenshot of task updates and comments

UI screenshot of file and deliverable sharing

UI screenshot of timeline and deadline tracking

UI screenshot of approval and feedback submissions

UI screenshot of support requests and communication

Data Management

Bring all your project data together in real time

Connect spreadsheets, task managers, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.

Explore all data sources

Power

Give every client a custom, secure experience.

Offer clients a branded portal to manage projects, tasks, and communication. Grant access with just a few clicks and control every detail.

Easy, secure logins

Clients can review tasks, updates, and files on any device. Your portal is mobile-ready by default.

Works on any device

Clients can review tasks, updates, and files on any device. Your portal is mobile-ready by default.

Automations

Connect with Asana and other tools to automate updates, reminders, and status changes for clients.

User groups

Provide separate logins for each client or team. Personalize dashboards and restrict access as needed.

Advanced permissions

Set rules to control who can view, comment, or edit tasks and projects—down to specific client groups.

Security

Protect sensitive project data. Softr is fully SOC2 and GDPR compliant for peace of mind.

AI Magic

An AI teammate for clients

Clients can ask AI about projects, files, or updates and get instant answers directly inside your client portal.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building asana client portal

Easy, fast setup

Quickly launch your Asana client portal with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily add new project views, integrations, or client access as your needs change—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with your Asana client portal, then add dashboards or forms—all in one place, no extra tools.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Build a fully custom asana 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”