Build your own client relationship management portal, no code required
Streamline client interactions, enhance collaboration, and manage relationships with a customizable portal tailored to your business needs.
Customize your CRM around your processes
Set up a client relationship management portal with only the views and workflows your team needs. Adapt and add features as you grow—no code required.
Client contact database
Lead tracking and status updates
Appointment scheduling
Task assignment and reminders
Document sharing and management
Feedback and support requests
Bring all your client data together in real time
Connect spreadsheets, CRMs, and communication tools with real-time sync—or manage everything in Softr Databases. Centralize client interactions and workflows.
Give every client a custom, secure CRM experience.
Create a fully branded client relationship management portal. Give clients and team members the right views, access, and secure logins—set up in minutes.
Easy, secure logins
Your CRM portal is mobile-ready by default, so users can manage relationships or check updates from any device.
Works on any device
Your CRM portal is mobile-ready by default, so users can manage relationships or check updates from any device.
Automations
Connect your CRM with existing tools to automate follow-ups, notifications, and data syncing—no manual effort needed.
User groups
Provide tailored logins for clients, sales, or support teams—each gets a dashboard with relevant CRM data.
Advanced permissions
Set detailed rules over who can view, edit, or manage leads, contacts, or client info—customized per group.
Security
Protect client data with SOC2 and GDPR compliance. Your CRM portal is built for strong, secure access control.
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Give sales teams an AI assistant
Let sales teams ask AI for client details or deal status—answers appear instantly, right inside your CRM portal with 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.
Easy, fast setup
Launch your client relationship management portal in minutes with drag-and-drop building blocks.
Consolidate your stack
Add custom fields, automate follow-ups, or adjust workflows as your client relationships evolve.
Flexible as you grow
Manage your CRM, client portal, and internal tools together—no extra software or logins needed.
Build a fully custom client management portal 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 relationship management portal