Forms & Surveys

Create a custom client form without code

Easily design and customize forms to gather client information, tailored to meet your business needs and streamline your workflow.

A digital user interface displaying a client form with labeled input fields and buttons for submitting information.
client form 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 other systems with real-time sync—or manage everything in Softr Databases. Centralize client and project data for better workflow.

Explore all data sources
Power

Custom forms and surveys. Secure, no code needed.

Create branded forms and surveys for clients, partners, or teams. Set up access, permissions, and user groups in minutes—no coding required.

Easy, secure logins

Your forms and surveys are mobile-ready by default. Collect responses from users anywhere, on any device.

Works on any device

Your forms and surveys are mobile-ready by default. Collect responses from users anywhere, on any device.

Automations

Connect with tools like Make, Zapier, or N8N to trigger notifications or export responses automatically.

User groups

Assign different form access to clients, partners, or teams—each group gets their own view and response dashboard.

Advanced permissions

Control who can view, submit, or manage each form and survey. Customize permissions for every user group.

Security

Keep respondent data secure. Softr is fully compliant with SOC2 and GDPR regulations.

AI Magic

An AI assistant for your sales

Let sales teams ask AI about leads, deals, or surveys—answers and insights appear instantly right inside your sales app.

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 form

Easy, fast setup

Create custom client forms in minutes 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 update forms, add surveys, or connect new tools as your client needs change.

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

Flexible as you grow

Collect, manage, and review all client form data in one place—no extra apps required.

“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
Read Case Study
“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 form 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 form?
What are the benefits of building a client form with Softr?
What types of features can I build into my client form?
Do I need to know how to code to build a client form in Softr?
Can I manage multiple clients or teams in the same client form?
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 form in Softr, including using my own branding?
Can I customize the design and layout of my client form?
How secure is my data in Softr apps?
How much does it cost to build a client form 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 custom client form fast

Set up your first Forms & Surveys easily—no dev needed
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