Track progress, share files, and collect feedback in an AI-powered portal built with AI that you customize to fit your team's workflow.




Customize your client project portal setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.






Connect spreadsheets, CRMs, and task managers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client projects.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Softr apps are mobile-ready by default. Turn it into a downloadable app in one click so clients can track projects from anywhere.
Softr apps are mobile-ready by default. Turn it into a downloadable app in one click so clients can track projects from anywhere.
Build native automations with Softr Workflows to handle project notifications, status updates, and milestone alerts automatically.
Provide separate logins for different clients and internal teams, creating personalized dashboards for every project stakeholder.
Apply rules for different user groups. Customize which clients see which files, and which actions they can take at a granular level.
Protect sensitive client project information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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.

Build your client project portal in minutes with AI—no manual configuration or setup required.

Add features like milestone approvals, file sharing, or feedback forms as your workflows evolve.

Start with a project portal, then add dashboards, invoices, or team tools—all in one place.
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.
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.




A client project portal is a secure space where your clients can log in to access information, like project updates, shared files, feedback forms, and delivery timelines. It keeps all project communication in one place, so you don't have to rely on back-and-forth emails or messy spreadsheets. This makes it easier to stay organized and provide a high-end, transparent experience for your clients and your project managers.
Softr is the first AI-native platform for building business software. It makes it easy to build a client project portal that fits the way your agency or firm works. You can describe your specific project lifecycle to the AI Co-Builder to instantly generate your database, milestone pages, and reporting logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a project management template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and more. You have full control to adjust the layout visually, decide which clients see which documents, and brand it to match your agency's identity. It's quick to get up and running, simple to update, and flexible enough to scale as you take on more accounts.
You can include a wide range of features in your client project portal, depending on what your service delivery looks like. A great portal usually mixes classic resource blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let clients query their project status conversationally, or set up Database AI Agents to generate automated weekly progress summaries based on task logs.
- Vibe Coding Blocks – Build complex, custom UI elements—like a custom project health meter—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like automatic email notifications when a milestone is marked complete) that trigger whenever a record is updated or a client approves a deliverable.
- User Portals & Logins – Securely manage access so each client only sees their own project assets and billing information.
- Forms & Data Collection – Capture project requirements with custom onboarding forms, asset uploads, and feedback loops.
- Dashboards & Charts – Visualize project burndown charts and budget spending with real-time charts and summaries.
- Lists & Advanced Filtering – Display and manage tasks with searchable tables, kanban boards for workflows, and detailed file galleries.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored component with AI. And if your service offerings change, it's easy to update the portal later.
Vibe coding is all about moving fast and using AI to build exactly what you need for your clients. You can "vibe code" a client project portal in Softr by simply describing your specific workflow—like creative review cycles or engineering sprints—to the AI Co-Builder. Softr then generates a production-ready app on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like client authentication, project database logic, and permission security—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw code. You describe the project structure, Softr builds the portal, and it’s ready for your clients to log in instantly.
Yes. You can manage multiple clients or external teams in a single project portal. Each user only sees the specific project boards, task lists, and shared folders assigned to them, based on their login and role. This is useful for agencies, consultancies, or construction firms working with dozens of different stakeholders across various active projects.
Yes, you can. You don't need to bring your project data from somewhere else to start building with Softr. If you're starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with your project tracking layouts.
But if you already have project data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in data from other PM tools. Either way, you have full control over how your tasks, deliverables, and timelines are structured and displayed in your portal.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business apps, offering the highest performance for loading large task lists, instant automation triggers for status changes, and a lightning-fast experience because the project data is native to the platform.
If you already have your data elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable for complex project management, Google Sheets for simple tracking, or HubSpot for CRM-linked projects. You can even integrate multiple data sources into the same app—so your portal could pull in client contracts from Softr Databases and live support tickets from HubSpot at once. Most sources support real-time, two-way sync, so any updates to project statuses remain consistent everywhere.
Yes, Softr gives you full control over how stakeholders experience your client project portal. You can customize the layout, navigation, and content to match your brand and specific project management methodology. Each page or block can be shown or hidden based on who's logged in, so every client sees only their specific project scope and assets.
You can also set up different user roles, such as Client, Project Manager, or Freelancer—and define exactly what each role can view or edit. For example, clients can see only their project progress and approve tasks, while internal managers can update budgets and timelines across all accounts. You can also create personalized views by filtering data based on the logged-in client ID.
This level of customization is especially useful when you're managing various high-touch clients in the same app. It helps keep the experience professional, secure, and focused on each user's specific project goals.
Yes, you can fully white-label your client project portal in Softr. You can use your own logo, brand colors, fonts, and custom domain (e.g., portal.youragency.com) to make the experience feel like a natural extension of your professional services. You can also remove all Softr branding, so your clients only see your company's identity whenever they check their project milestones.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your client project portal. You can adjust colors, fonts, spacing, and page structure to match your brand guidelines. You can also choose how each page is laid out, decide which project blocks go where, and set what different clients see when they log in.
To display your project data, you can add different types of blocks depending on what you need:
- Table blocks – to show structured data like task lists, budget items, or resource allocations
- List or Card blocks – to highlight things like team profiles, service packages, or project assets
- Detail View – to show one specific record at a time, like a detailed project brief or invoice
- Forms – for project intake or status updates
- Charts – to show project velocity or budget consumption
- Calendar blocks – to display project deadlines, meetings, or launch dates
If your project management process changes later, it's easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All project data is encrypted in transit (TLS) and at rest, and your portals are hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and modify project details. You can set up role-based permissions, manage client accounts directly within your data source, set visibility rules for sensitive budget files, and apply global restrictions to protect confidential information across your entire app.
For portals using Softr Databases, your data is stored in Softr's secure environment, with all data hosted in Europe (Germany) and SOC 2 Type II compliance. For apps connected to external data sources like Airtable or SQL, Softr doesn't store your project data—it just displays it in real time based on your access settings. You're always in control of your client data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your project information safe.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile, custom code that is hard to maintain for a client-facing environment—Softr builds your client project portal on top of a stable, business-grade foundation.
We handle the "boring 80%" (like secure client authentication, enterprise-grade hosting, and granular permissions) natively, so you don't have to. This solves the "Day Two" problem of AI: you get the speed of instant generation without the headache of managing raw, unreliable code. Your app is secure, scalable, and ready for your clients to start tracking their projects from day one.
Softr is the first AI-native platform for building business software. Unlike pure "vibe coding" tools that generate fragile code, or traditional no-code tools that require hours of manual project board configuration, Softr's AI Co-Builder creates client portals on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your project database, app pages, and logic in minutes, then use visual controls for precise design adjustments. You get the speed of AI with the reliability of business-grade infrastructure (auth, client roles, permissions, and hosting) already built-in. It's designed for agencies and PM teams who want to move from process design to client delivery on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your client project portal to the rest of your tech stack. You can automate tasks using Softr Workflows, such as sending a Slack alert when a client uploads a new file, or sync with Stripe for project billing. Softr also supports REST API and webhooks for more advanced automation with tools like Zapier or Make.
Whether you need to push project data to another internal system, trigger email automations based on milestone changes, or display live data from your existing PM tools, you can build it into your portal without writing code.
Describe what you need. Softr's AI builds it in minutes. Get started for free, no dev time required.