Client Portal

Build your own client project portal

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

Screenshot of a client project portal interface displaying a project timeline, shared document folders, task status progress bars, and a client feedback form.
client project portal mobile ui
Loved by 1 million+ teams around the globe
Data Management

Bring all your project data together in real time

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.

Explore all data sources
Power

Give every user 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.

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Easy, secure logins

Softr apps are mobile-ready by default. Turn it into a downloadable app in one click so clients can track projects from anywhere.

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Works on any device

Softr apps are mobile-ready by default. Turn it into a downloadable app in one click so clients can track projects from anywhere.

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Automations

Build native automations with Softr Workflows to handle project notifications, status updates, and milestone alerts automatically.

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User groups

Provide separate logins for different clients and internal teams, creating personalized dashboards for every project stakeholder.

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Advanced permissions

Apply rules for different user groups. Customize which clients see which files, and which actions they can take at a granular level.

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Security

Protect sensitive client project information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.

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 project portal

Easy, fast setup

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

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

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

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

Flexible as you grow

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

How it works

Generate a custom client project portal in minutes

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.

Customer Love

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.

Frequently asked questions

What is a client project portal?
What are the benefits of building a client project portal with Softr?
What types of features can I build into my client project portal?
How can I "vibe code" a client project portal with Softr?
Can I manage multiple clients or teams in the same client project portal?
Can I use Softr if I don't already have my project data in another tool?
Which data sources does Softr support for project information?
Can I customize the client experience and project permissions?
Can I white-label my client project portal in Softr, including using my own branding?
Can I customize the design and layout of my client project portal?
How secure is my client project data in Softr apps?
Is the AI-generated client project portal production-ready or just a prototype?
How is Softr different from other no-code tools for client management?
Can I automate project workflows and integrate with other tools?

Related use cases

Build your client project portal. No code needed.

Describe what you need. Softr's AI builds it in minutes. Get started for free, no dev time required.