Client Portal

Build your own client communication hub, no code required

Streamline client interactions, enhance collaboration, and centralize communication with a custom hub tailored to your business needs.

A digital interface displaying a client communication hub with organized chat windows, contact lists, and message threads.
client communication hub mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your client data together in real time

Connect spreadsheets, CRMs, and messaging tools with real-time sync—or manage everything in Softr Databases. Create one hub for all client communications.

Explore all data sources
Power

Give every client a seamless, secure communication hub.

Create a fully branded portal for client communications, with easy logins, user groups, and permissions. Keep conversations and files organized and secure.

Easy, secure logins

Your communication hub is mobile-ready. Clients can access messages, updates, or files from any device, anytime.

Works on any device

Your communication hub is mobile-ready. Clients can access messages, updates, or files from any device, anytime.

Automations

Connect with your favorite tools to automate notifications, message alerts, or file sharing—no manual follow-ups needed.

User groups

Create unique experiences for clients and team members, with tailored dashboards and conversation threads for each group.

Advanced permissions

Set rules for who can view, send, or manage messages and documents. Permissions can be customized for every user group.

Security

Keep conversations and client files safe. Softr ensures data security with SOC2 and GDPR compliance.

AI Magic

Give clients an AI helper

Clients can ask AI questions and get instant answers from your portal, using real data right inside your client hub.

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 client communication hub

Easy, fast setup

Quickly launch your client communication hub with ready-made blocks and templates—no coding required.

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

Consolidate your stack

Easily add chat, file sharing, or feedback forms as your client needs change—no starting over.

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

Flexible as you grow

Bring all your client messaging, documents, and updates together in one secure portal.

“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
Read customer story
“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 client communication hub 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.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
Read Case Study

Frequently asked questions

What is a client communication hub?
What are the benefits of building a client communication hub with Softr?
What types of features can I build into my client communication hub?
Do I need to know how to code to build a client communication hub in Softr?
Can I manage multiple clients or teams in the same client communication hub?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my client communication hub in Softr, including using my own branding?
Can I customize the design and layout of my client communication hub?
How secure is my data in Softr apps?
How much does it cost to build a client communication hub with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your client communication hub today

Set up your Client Portal effortlessly and quickly
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