Investor Portal

Build your own investor CRM, no code required

Manage investor relationships, streamline communications, and enhance collaboration with a customizable CRM for your investment team.

Get started free Start with a template

A computer screen displaying a modern user interface for an investor CRM, featuring dashboards, charts, and contact management tools.

Loved by 800,000+ teams around the globe

Flexibility

Customize your investor CRM to your needs

Build an investor CRM that fits your workflow. Add only the views and features your team needs, and adapt as your processes change—no code needed.

UI screenshot of investor communication log

UI screenshot of document sharing & tracking

UI screenshot of task and follow-up reminders

UI screenshot of custom reporting & exports

Data Management

Bring all your investor data together in real time

Connect spreadsheets, CRMs, and financial tools with real-time sync—or manage everything in Softr Databases. Create one source of truth for your investments.

Explore all data sources

Power

Give every investor a custom, secure experience.

Create a fully branded investor portal with personalized dashboards and permissions. Allow investors to access their portfolios securely and easily.

Easy, secure logins

Your investor portal is optimized for desktop and mobile. Investors can review portfolios or documents anywhere.

Works on any device

Your investor portal is optimized for desktop and mobile. Investors can review portfolios or documents anywhere.

Automations

Connect your portal with tools to automate performance updates, document sharing, and investor communications.

User groups

Provide tailored dashboards for different investor types—each group sees relevant portfolio and report information.

Advanced permissions

Set permissions for portfolio access, investment documents, and financial reports—customized for each investor group.

Security

Protect sensitive investor data with robust security. Softr is SOC2 and GDPR compliant for peace of mind.

AI Magic

An AI assistant for investors

Investors can ask AI about deals, contacts, or updates—getting instant answers directly inside your investor portal.

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 investor crm

Easy, fast setup

Launch your investor CRM portal in minutes with drag-and-drop blocks and ready-made templates.

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

Consolidate your stack

Add investor dashboards, deal tracking, or reporting as your needs change—no rebuild required.

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

Flexible as you grow

Start with your CRM, then add investor portals, document sharing, and dashboards—all in one place.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Build a fully custom investor CRM 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”