Build your own client data sharing portal, no code required
Share sensitive client data securely and efficiently with a customizable portal designed to fit your business workflow and requirements.
Tailor your client data portal to your needs
Choose only the features and views your clients require for sharing and accessing data. Update and customize your portal as your workflows evolve.
Secure document uploads
Granular permission controls
Download and preview files
Activity tracking and notifications
Client-specific data dashboards
Feedback and comment threads
Bring all your client data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for client information.
Give every client a custom, secure experience.
Share sensitive documents and data in a fully branded client portal. Set precise access and permissions for each client in minutes.
Easy, secure logins
Clients can view and download shared files on any device. Mobile-ready portals make access seamless.
Works on any device
Clients can view and download shared files on any device. Mobile-ready portals make access seamless.
Automations
Connect with your tools to automate document sharing, updates, and notifications for clients.
User groups
Give different clients custom dashboards so each only sees the data and documents meant for them.
Advanced permissions
Set detailed rules so clients only access the information they need. Control actions at a granular level.
Security
Keep sensitive client data protected. Softr is fully SOC2 and GDPR compliant for peace of mind.
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An AI assistant for your clients
Let clients ask AI for files, access, or updates—answers are instant, accurate, and right inside your secure portal.
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
Launch your client data sharing portal in minutes with drag-and-drop blocks and simple templates.
Consolidate your stack
Add secure file uploads, permissions, or messaging as your client needs change—no rebuild required.
Flexible as you grow
Bring client data, shared files, and communication together—no switching between tools or platforms.
Build a fully custom client data sharing 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.
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Frequently asked questions
Build your Client Portal in minutes