Build a HubSpot client portal in minutes
Share documents, track deals, and sync data in an AI-powered HubSpot client portal built with AI to fit your business workflow.
Build exactly what your clients need
Customize your HubSpot client portal with the exact views and data your clients need. Add features as your partnership evolves—no code needed.
HubSpot record synchronization
Secure document sharing
Deal status tracking
Ask AI data queries
Support ticket submission
Granular user permissions
Unify your HubSpot client data in real time
Connect HubSpot, spreadsheets, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each client the right views and access in a fully branded HubSpot client 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 so clients can track deals and documents from any device.
Works on any device
Your portal is mobile-ready by default. Turn it into a downloadable app in one click so clients can track deals and documents from any device.
Automations
Build native automations with Softr Workflows to handle notifications and record updates automatically whenever HubSpot data is adjusted.
User groups
Provide separate logins for different clients and stakeholders, creating personalized dashboards for every individual user.
Advanced permissions
Apply rules to control which HubSpot records different clients can view or edit, down to the specific deal or document level.
Security
Protect sensitive HubSpot client info 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 HubSpot client portal in minutes with AI—no manual configuration or complex setup required.
Consolidate your stack
Add features like deal tracking, document uploads, or ticket submission as your needs grow—without a rebuild.
Flexible as you grow
Start with a client portal, then add team dashboards or CRM views—all in one place, with no extra tools.
Generate a custom HubSpot client portal 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
Build your HubSpot client portal. No code needed.
Describe what you need. Softr's AI builds your custom portal in minutes.