Build online client portals in minutes
Share documents, track progress, and manage billing in online client portals built with AI to fit your firm's specific workflows.
Build exactly what your clients need
Customize online client portals with the exact views your team needs. Add features like file sharing and invoicing—only when they are required.
Secure client document sharing
Project progress tracking
Automated billing and invoices
Centralized communication hub
Self-service profile management
Interactive data dashboards
Bring all your client data together in real time
Connect spreadsheets, CRMs, and payment systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Portals are mobile-ready by default. Let clients check project status or upload documents from any device—no extra design work needed.
Works on any device
Portals are mobile-ready by default. Let clients check project status or upload documents from any device—no extra design work needed.
Automations
Build native automations to handle status notifications, payment alerts, and data sync whenever client milestones are met.
User groups
Provide separate logins for different clients, ensuring each user only sees their own files, invoices, and project timelines.
Advanced permissions
Apply rules for different client tiers. Customize who can view, edit, or upload documents at even the most granular level.
Security
Protect confidential client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 online client portals in minutes with AI—no manual setup or complex configuration required.
Consolidate your stack
Add features like dashboard reporting, messaging, or document approvals as your client workflows evolve.
Flexible as you grow
Start with a portal, then add custom CRM tools or internal forms—all in one place, with no extra tools.
Generate online client portals with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Start building your online client portals
Describe what you need. Softr's AI builds your custom portal in minutes. Get started free, no dev needed.