Build your own project management client portal, no code required
Streamline project tracking, enhance collaboration, and provide seamless client access with a customizable portal tailored to your needs.
Customize your portal around your processes
Build a project management client portal that fits your workflow. Add only the features you need, and adjust as your projects and clients evolve.
Project overview dashboard
Task assignment and tracking
Document and file sharing
Timeline and milestone updates
Client communication hub
Feedback and approval workflows
Bring all your project data together in real time
Connect spreadsheets, task managers, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Give every client a custom, secure project portal.
Offer clients a branded project management portal with tailored dashboards and permissions. Share project updates and files securely in one place.
Easy, secure logins
Your client portal is mobile-ready by default. Clients and teams can check project status or upload files on any device.
Works on any device
Your client portal is mobile-ready by default. Clients and teams can check project status or upload files on any device.
Automations
Connect with your project management tools to automate task updates, reminders, or file sharing and eliminate manual steps.
User groups
Provide dedicated logins for clients and team members. Show each user a personalized project dashboard.
Advanced permissions
Customize who can view, add, or comment on project files, timelines, or milestones—down to the record level.
Security
Keep project and client data secure. Softr is fully SOC2 and GDPR compliant for peace of mind.
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An AI assistant for your clients
Clients get instant project answers right inside your portal—AI surfaces updates, files, and insights from live project data.
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 project management client portal in minutes with easy drag-and-drop blocks.
Consolidate your stack
Add features like file sharing or task tracking as your client needs change—no rebuild needed.
Flexible as you grow
Bring client portals, project dashboards, and communication tools together in one secure place.
Build a fully custom project management 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 client portal in minutes