Build your client portal software, no code required
Manage projects, share documents, and track invoices in a secure client portal software built with AI to fit your agency's workflow.
Build exactly what your clients need
Customize your client portal software with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Secure client document sharing
Real-time project tracking
Branded client onboarding flows
AI-powered data queries
Meeting and appointment booking
Centralized invoice management
Bring all your client data together in real time
Connect spreadsheets, CRMs, and payment records with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every client a custom, secure experience.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Your portal is mobile-ready by default. Turn it into a downloadable app in one click with Softr's PWA for clients to use on the go.
Works on any device
Your portal is mobile-ready by default. Turn it into a downloadable app in one click with Softr's PWA for clients to use on the go.
Automations
Build native automations to handle notifications, file status updates, and invoice syncs automatically whenever project records are changed.
User groups
Provide separate logins for different clients and staff, creating personalized dashboards that show only relevant documents and tasks.
Advanced permissions
Apply rules for different client tiers. Customize who can view, upload, or edit files at even the most granular record level.
Security
Protect confidential client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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
Build your client portal software in minutes with AI—no manual configuration or dev time needed.
Consolidate your stack
Add features like document sharing, project tracking, or billing as your needs evolve—without starting over.
Flexible as you grow
Start with a client portal, then add team dashboards or internal forms—all in one place with no extra tools.
Generate a custom client portal software with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Launch your client portal software today
Describe what you need. Softr's AI builds your custom portal in minutes. Get started free.