Build your own notion client portal, no code required
Create a secure space to share updates, files, and insights, tailored to your clients' needs, with a no-code portal for your business.
Tailor your client portal to your needs
Create a portal that fits your client workflows. Add only the features and views you need, and update your setup easily as things change.
Client onboarding forms
Project status tracking
File sharing and management
Task assignment and comments
Feedback and approvals
Billing and invoice access
Bring all your client data together in real time
Connect spreadsheets, project management tools, and other systems 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 Notion client portal with personalized dashboards and secure logins. Empower clients to easily access their information and updates.
Easy, secure logins
Your Notion client portal is mobile-ready by default, so clients can review documents or updates from any device.
Works on any device
Your Notion client portal is mobile-ready by default, so clients can review documents or updates from any device.
Automations
Connect your Notion portal to tools like Make or Zapier to automate client notifications and document sharing.
User groups
Set up distinct dashboards and logins for each client or stakeholder, tailoring their portal experience.
Advanced permissions
Define exactly who can view, edit, or upload content—customize permissions for each client or group.
Security
Protect client information with enterprise-grade security. Softr is fully SOC2 and GDPR compliant.
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Give clients an AI helper
Clients ask questions and get instant answers from live portal data. Built-in AI support keeps everything in one place.
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 Notion-powered client portal in minutes with simple drag-and-drop blocks and templates.
Consolidate your stack
Easily add features like file sharing, status updates, or forms as client needs change.
Flexible as you grow
Connect your Notion data and manage client access, files, and more—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 effortlessly