Client Portal

Build your own notion client portal template

Create a portal to share updates, files, and progress with clients using a customizable template that fits your business workflow.

Get started free Start with a template

Screenshot of a Notion client portal template user interface, displaying organized sections for project management, client information, tasks, and communication tools in a clean, modern layout.

Loved by 800,000+ teams around the globe

Flexibility

Build exactly what your clients need

Customize your client portal with just the views and features your workflow requires. Add, adjust, or evolve anything as your needs change—no code required.

UI screenshot of client onboarding forms

UI screenshot of document sharing & storage

UI screenshot of project progress tracking

UI screenshot of invoice and payment tracking

UI screenshot of support ticket submission

Data Management

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. Centralize client, project, and support data in one place.

Explore all data sources

Power

Give every client a custom, secure experience.

Set up a branded client portal in minutes. Personalize access and dashboards for each client with easy logins and advanced permissions.

Easy, secure logins

Your client portal works seamlessly on desktop or mobile. Clients can access their info from anywhere.

Works on any device

Your client portal works seamlessly on desktop or mobile. Clients can access their info from anywhere.

Automations

Connect to existing tools and automate client workflows, updates, or notifications with ease.

User groups

Set up different user groups for clients and staff, ensuring everyone sees just what they need.

Advanced permissions

Control access to resources, tasks, or documents—customize permissions for each client or group.

Security

Protect client data with enterprise-grade security. Softr is SOC2 and GDPR compliant for peace of mind.

AI Magic

An AI assistant for clients

Clients can ask AI questions and get instant, accurate answers using live portal data—all built right into your client 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 notion client portal template

Easy, fast setup

Set up your Notion client 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

Easily add new client-facing features or adjust permissions as your client relationships evolve.

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

Flexible as you grow

Bring together client communication, documents, and tasks—all in one secure portal, no extra tools.

“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 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.

“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.”