Build your own client facing project management tool, no code required
Manage tasks, track progress, and enhance collaboration with a customizable tool tailored to your client-focused project workflows.
Build exactly what your clients need
Customize your project management portal with the features and views your clients rely on. Add or adjust tools as your projects evolve—no code needed.
Client project dashboard
Task assignment & tracking
File sharing & approvals
Project timeline & milestones
Client communication hub
Feedback & issue reporting
Unify your project data in real time
Connect spreadsheets, task management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your projects.
Give every client a custom, secure experience.
Offer your clients a branded project management portal with personalized dashboards and secure access. Set permissions and organize client projects in minutes.
Easy, secure logins
Clients and team members can access project updates from any device. Softr apps are mobile-ready and easy to use on the go.
Works on any device
Clients and team members can access project updates from any device. Softr apps are mobile-ready and easy to use on the go.
Automations
Integrate with tools like Make, Zapier, or N8N to automate status updates, notifications, and project workflows.
User groups
Set up separate logins for different clients or teams, with tailored dashboards for each project or client group.
Advanced permissions
Customize who can view, edit, or comment on projects—down to the smallest detail, for each client or team.
Security
Protect project and client information. Softr is fully compliant with SOC2 and GDPR standards.
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Give clients an AI project helper
Clients can ask AI questions, track progress, or find files—getting clear answers instantly within your project 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 project portal in minutes—just drag, drop, and use project-ready templates.
Consolidate your stack
Add features like client messaging, file sharing, or approvals as your project needs change.
Flexible as you grow
Manage projects, client access, files, and updates—all in one portal, with no extra tools needed.
Build a fully custom client management tool 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
Create your client portal effortlessly