Build a client portal for agencies in minutes
Streamline communication, share files, and manage projects with a customizable portal tailored to your agency's workflow.
Build exactly what your clients need
Customize a client portal that fits your agency’s workflows. Add only the features you need, and update them as your client relationships grow.
Project status updates
Task assignment and tracking
File sharing and document management
Feedback and approvals
Invoice management and payment tracking
Meeting scheduling and communication
Unify your client data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize client communications and workflows.
Give every agency client a custom, secure experience.
Deliver a fully branded client portal for your agency. Set up secure logins, tailored dashboards, and permissions for each client—no coding required.
Easy, secure logins
Your agency portal is mobile-ready—clients can check updates or upload files from any device, anytime.
Works on any device
Your agency portal is mobile-ready—clients can check updates or upload files from any device, anytime.
Automations
Connect your agency’s tools to automate project updates, status reminders, and document sharing for clients.
User groups
Set up different logins and dashboards for each client, giving them access to just their own projects and communications.
Advanced permissions
Decide exactly who can view, edit, or approve content. Set permissions for each client or project as needed.
Security
Protect client information with robust security. Softr is fully compliant with SOC2 and GDPR standards.
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An AI assistant for agency clients
Clients get instant answers on projects, assets, or timelines—AI works right inside your agency portal, saving everyone time.
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
Spin up a branded client portal in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Easily add new client sections, file sharing, or messaging as your agency’s needs change.
Flexible as you grow
Bring client management, project updates, and feedback together—no need for extra tools or logins.
Build a fully custom client portal for agencies 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 for agencies in minutes