Build your Salesforce client portal without code
Share documents, track project status, and view invoices in an AI-powered Salesforce client portal built with AI to fit your workflow.
Build exactly what your clients need
Customize your Salesforce client portal setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Account & contact management
Secure document sharing
Custom support ticketing
Project status tracking
AI-powered data queries
Billing & payment history
Unify your Salesforce data in real time
Connect Salesforce accounts, contacts, and opportunities with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your portal into a downloadable app so clients can track projects and support tickets on the go.
Works on any device
Softr apps are mobile-ready by default. Turn your portal into a downloadable app so clients can track projects and support tickets on the go.
Automations
Build native automations with Softr Workflows to handle status updates, document alerts, and Salesforce data syncs automatically.
User groups
Provide separate logins for different client tiers or staff members, ensuring each user sees only their relevant Salesforce records.
Advanced permissions
Apply rules to control which Salesforce fields are visible or editable. Customize actions for different clients at a granular level.
Security
Protect sensitive Salesforce information from threats. Softr is fully compliant with SOC2 and GDPR regulations for enterprise-grade security.
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
Build your Salesforce client portal in minutes with AI—no dev time or complex configuration required.
Consolidate your stack
Add features like support ticketing, document sharing, or custom data queries as your needs evolve.
Flexible as you grow
Start with a portal, then add dashboards, forms, or internal tools—all in one place with no extra seats to buy.
Generate a custom Salesforce client portal with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your Salesforce client portal in minutes
Describe what you need. Softr's AI builds your client portal in minutes without code.