Build a secure client access portal in minutes
Provide clients with a safe, personalized access point using a no-code platform designed to fit your business's unique needs.
Build exactly what your clients need
Set up a secure portal with only the views and workflows your clients require. Add more features or adapt the setup whenever your needs change.
Document sharing and download
Secure messaging center
Task status tracking
Appointment scheduling
Profile and account management
Payment and invoice management
Bring all your client data together securely
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Centralize client access and data in one secure place.
Deliver a secure client portal experience.
Build a fully branded client portal for secure logins and personalized access. Empower clients with the right permissions and dashboards—set up in minutes.
Easy, secure logins
Clients can access their portal from desktop or mobile. Mobile-ready by default, with one-click PWA download available.
Works on any device
Clients can access their portal from desktop or mobile. Mobile-ready by default, with one-click PWA download available.
Automations
Integrate with your current tools to automate client communications, file sharing, and status updates—saving you time.
User groups
Set up separate logins for different client tiers, with personalized dashboards and content for each group.
Advanced permissions
Define exactly what each client group or individual can view or do in the portal, down to the record or action.
Security
Keep client access and data safe with SOC2 and GDPR compliance, plus robust security controls at every step.
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Give clients an AI assistant
Clients get instant answers on tickets, docs, or access—AI works right inside your secure client portal from 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.
Easy, fast setup
Launch a secure client portal in minutes with drag-and-drop blocks and prebuilt templates.
Consolidate your stack
Easily add features like file sharing or messaging as your client needs change—no rebuild needed.
Flexible as you grow
Combine your portal, forms, and client resources—all securely managed in one place, no extra tools.
Build a fully custom client access 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 secure client access portal today