Build your own marketing agency client portal, no code required
Manage client communication, share project updates, and streamline workflows with a custom portal tailored to your agency's needs.
Customize your client portal around your processes
Create a client portal tailored to your agency’s workflow. Add only the views and features you need, and update as client needs change—no code required.
Campaign performance dashboard
Asset sharing and approvals
Project timeline tracking
Request center for new work
Invoice and payment management
Meeting scheduling and notes
Bring all your client data together in real time
Connect spreadsheets, project management tools, and CRMs with real-time sync—or manage everything in Softr Databases. Centralize client and campaign workflows.
Give every client a custom, secure experience.
Provide your marketing clients with a branded portal featuring tailored dashboards and secure permissions. Share project updates or assets in just a few clicks.
Easy, secure logins
Your client portal looks great on any device. Clients can review deliverables or updates from desktop or mobile—no extra design needed.
Works on any device
Your client portal looks great on any device. Clients can review deliverables or updates from desktop or mobile—no extra design needed.
Automations
Integrate your marketing tools to automate client notifications, project updates, and asset delivery.
User groups
Provide unique dashboards for each client or team, so everyone gets information relevant to their projects.
Advanced permissions
Set rules for clients, teams, and stakeholders. Decide who can view briefs, feedback, or final files—at a granular level.
Security
Protect client campaigns and assets. Softr is SOC2 and GDPR compliant, ensuring agency data is always secure.
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An AI assistant for clients
Clients ask AI about project status, assets, or deadlines—answers appear instantly, right inside your agency’s client portal.
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 portal in minutes with drag-and-drop blocks and agency-ready templates.
Consolidate your stack
Add features like proofing, feedback forms, or reporting as your agency’s needs change—no rebuild needed.
Flexible as you grow
Bring project updates, asset sharing, and client communication together in one branded portal.
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 marketing agency client portal now