Customizable client portal for any business
Create secure, user-friendly portals tailored to your business needs, enhancing client interactions and streamlining operations.
Build exactly what your clients need
Customize your portal with the views, access, and features your clients require. Make updates as client needs change—no coding necessary.
Client onboarding forms
Document sharing & downloads
Project/status tracking
Secure client messaging
Invoice viewing & payments
Appointment and meeting scheduling
Bring all your client data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your clients.
Give every client a custom, secure experience.
Deliver a fully branded client portal with personalized dashboards and access. Easily manage secure logins, permissions, and user groups for each client.
Easy, secure logins
Your client portal works seamlessly on desktop and mobile. Clients can access information and resources anywhere, anytime.
Works on any device
Your client portal works seamlessly on desktop and mobile. Clients can access information and resources anywhere, anytime.
Automations
Integrate with your workflow tools to automate notifications, updates, or data sharing for your clients.
User groups
Set up different user groups for clients, team members, or partners—each with tailored dashboards and access.
Advanced permissions
Customize who can view, edit, or manage specific resources for each client group—down to the finest detail.
Security
Keep client data safe with SOC2 and GDPR compliance, plus advanced access controls for every client.
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An AI assistant for your clients
Clients get instant answers to support questions right in your portal, thanks to built-in AI that uses your latest data.
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 customizable client portal in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add features like file sharing, messaging, or custom views as your clients’ needs change.
Flexible as you grow
Bring client management, communication, and resources together in one portal—no extra tools needed.
Build a fully custom client 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 customizable client portal today