Build your own monday client portal, no code required
Share updates, manage tasks, and collaborate seamlessly with a custom client portal tailored to your team's needs and processes.
Customize your client portal around your needs
Create a monday client portal that fits how you work. Add views and features your clients need now, and adjust as their priorities change.
Project status dashboard
Task review and approvals
File sharing and collaboration
Project communication hub
Timeline and deadline tracking
Feedback and support requests
Unify your client data 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 client interactions.
Give every client a custom, secure experience.
Create a branded client portal with tailored access and dashboards. Let clients securely log in to see their data and updates anytime.
Easy, secure logins
Your monday client portal is mobile-ready out of the box. Clients can check project status or messages from any device.
Works on any device
Your monday client portal is mobile-ready out of the box. Clients can check project status or messages from any device.
Automations
Integrate with your favorite tools to automate notifications, updates, and reminders for every client account.
User groups
Give each client group unique dashboards—so clients and partners only see the projects and info meant for them.
Advanced permissions
Set detailed permissions by client or project. Control exactly who can view, comment, or upload files.
Security
Protect client data with SOC2 and GDPR compliance. Robust security features keep information safe at all times.
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Put AI to work for clients
Clients get instant answers to their questions directly in your portal, thanks to Softr’s built-in and always-on AI assistant.
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 monday client portal in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like file sharing, custom views, or automations as your client needs change—no rebuild needed.
Flexible as you grow
Bring your monday boards, client communications, and resources together—all in one secure 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 Client Portal in minutes