Build online client portals, no code required
Streamline client communication and access with customizable portals that fit your business needs and simplify your workflow.
Build exactly what your clients need
Set up a client portal with only the views and features you need now. Easily adapt and add more as your client relationships and workflows grow.
Document sharing and storage
Project status updates
Task and request submission
Invoice and payment management
Appointment scheduling
Message and notification center
Bring all your client data together in real time
Connect spreadsheets, CRM systems, and other 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 portal experience.
Set up a branded online client portal in minutes. Share important data, files, or updates with each client in a secure, personalized way.
Easy, secure logins
Your client portal looks great on desktop or mobile. Clients can access updates or documents anywhere.
Works on any device
Your client portal looks great on desktop or mobile. Clients can access updates or documents anywhere.
Automations
Connect your portal with Make, Zapier, or N8N to automate reminders, requests, or file sharing.
User groups
Give each client or partner their own login and dashboard—so everyone sees just what’s relevant to them.
Advanced permissions
Set rules so each client only sees their data and actions—customize views down to the record level.
Security
Protect client data with enterprise-level security. Softr meets SOC2 and GDPR standards for your peace of mind.
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An AI assistant for your clients
Let clients ask AI questions and get instant help or updates, all within your Softr client portal—no need to leave the app.
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
Set up your online client portal in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Easily add features like document sharing or messaging as your client needs change—no rebuild required.
Flexible as you grow
Bring client portals, dashboards, and forms together in one place—no extra tools or logins needed.
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 online client portal effortlessly