Client Portal

Build your own salesforce client portal, no code required

Provide seamless access, streamline client interactions, and enhance service delivery with a custom portal tailored to your Salesforce ecosystem.

Get started free Start with a template

Screenshot of a Salesforce client portal user interface displaying navigation menus, account information, and dashboard widgets for managing client data.

Loved by 800,000+ teams around the globe

Flexibility

Customize your portal around your processes

Build a Salesforce client portal with only the views and features your team and clients need. Adjust and expand as your workflows evolve—no code needed.

UI screenshot of account overview dashboard

UI screenshot of case creation and tracking

UI screenshot of document and file sharing

UI screenshot of contact and user management

UI screenshot of product and order management

Data Management

Unify your client data in real time

Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client interactions.

Explore all data sources

Power

Give every client a secure, branded Salesforce experience.

Set up a Salesforce-based client portal with personalized dashboards and permissions. Make access to data and services seamless for every client.

Easy, secure logins

Clients can access your Salesforce portal from desktop or mobile. Instantly offer a downloadable app experience with PWA support.

Works on any device

Clients can access your Salesforce portal from desktop or mobile. Instantly offer a downloadable app experience with PWA support.

Automations

Connect with Salesforce and other tools to automate updates, notifications, and document sharing for clients.

User groups

Set up different user groups in your portal, allowing each client or partner to see tailored data and dashboards.

Advanced permissions

Easily define who can view, edit, or share records—set permissions at group or field level in your portal.

Security

Keep client data safe with SOC2 and GDPR compliance. Built-in security features align with your Salesforce platform.

AI Magic

An AI assistant for your clients

Clients can ask AI questions about deals, orders, or updates and get instant answers right inside your Salesforce portal.

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 salesforce client portal

Easy, fast setup

Launch your Salesforce client portal in minutes using ready-made templates and drag-and-drop blocks.

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

Consolidate your stack

Easily add new client-facing features or integrations as your portal needs change—no rebuild needed.

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

Flexible as you grow

Connect Salesforce, then manage client access, files, and updates—all from one secure portal.

“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 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.

“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.”