Build portal software for agents, no code required
Enable seamless communication and resource sharing with a customizable portal tailored to your agents' workflows and requirements.
Build exactly what your agents need
Set up a custom portal for your agents with only the features and views they use. Adapt and expand as your team’s needs or processes change—no code required.
Client case management
Task assignment and tracking
Knowledge base access
Internal messaging and notes
Client communication logs
Performance and workload analytics
Bring all your agent data together in real time
Connect spreadsheets, CRM systems, and ticketing tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Give every agent a custom, secure experience.
Set up a fully branded portal where agents can access the tools and information they need. Manage secure logins, user groups, and permissions easily.
Easy, secure logins
The agents’ portal is mobile-ready out of the box. Agents can work from anywhere with easy access on any device.
Works on any device
The agents’ portal is mobile-ready out of the box. Agents can work from anywhere with easy access on any device.
Automations
Connect your portal with existing systems to automate routine agent workflows and reduce manual processes.
User groups
Provide separate logins and tailored dashboards for agents, managers, or partners—so each sees just what they need.
Advanced permissions
Set granular rules for agent groups. Control who can view, edit, or manage specific resources or actions.
Security
Protect agent and client information with enterprise-grade security. Softr is fully SOC2 and GDPR compliant.
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An AI assistant for your agents
Agents can ask AI for ticket updates, policy info, or customer details—answers are instant and always inside your portal.
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 agent portal in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Easily add new resources, custom workflows, or integrations as your agents’ needs change.
Flexible as you grow
Centralize agent tools, dashboards, and forms in one portal—no extra software to manage.
Build a fully custom portal software for agents 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 Portal in minutes