Document Management

Build your own portfolio organizer, no code required

Organize your projects, track progress, and showcase your work with a customizable tool tailored to your creative workflow needs.

A digital user interface displaying a portfolio organizer with categorized sections, project thumbnails, and navigation menus.
portfolio organizer mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your project data together in real time

Connect spreadsheets, project management tools, and design apps with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your portfolio.

Explore all data sources
Power

Give every user secure access to documents.

Build a branded document management portal with tailored permissions. Let users access, upload, and organize files securely with ease.

Easy, secure logins

Your document portal is mobile-ready by default. Users can view and upload files from any device without extra setup.

Works on any device

Your document portal is mobile-ready by default. Users can view and upload files from any device without extra setup.

Automations

Connect with your existing tools to automate document approvals, notifications, or filing workflows.

User groups

Set up user groups for different teams or clients, giving each a personalized dashboard and document access.

Advanced permissions

Define rules for who can view, upload, edit, or share documents. Set granular, document-level access for each group.

Security

Protect sensitive documents with SOC2 and GDPR compliance. Ensure all files are accessed and managed securely.

AI Magic

An AI assistant for portfolios

Let AI help users find files, track updates, or answer questions—all directly within your portfolio organizer platform.

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 portfolio organizer

Easy, fast setup

Set up your portfolio organizer in minutes with drag-and-drop blocks and document templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add folders, custom fields, or integrations as your document management needs change—no rebuild required.

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

Flexible as you grow

Track portfolios, store files, and manage access—all in one place, with no extra tools needed.

“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 portfolio organizer 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.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a portfolio organizer?
What are the benefits of building a portfolio organizer with Softr?
What types of features can I build into my portfolio organizer?
Do I need to know how to code to build a portfolio organizer in Softr?
Can I manage multiple portfolios or users in the same portfolio organizer?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my portfolio organizer in Softr, including using my own branding?
Can I customize the design and layout of my portfolio organizer?
How secure is my data in Softr apps?
How much does it cost to build a portfolio organizer with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

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