Build a SharePoint client portal in minutes
Share files, track projects, and manage invoices in an AI-powered SharePoint client portal built with AI to fit your business workflow.
Build exactly what your clients need
Customize a SharePoint client portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Secure file management
Real-time project tracking
Client onboarding forms
AI-powered document search
Automated status notifications
Invoice & payment overview
Bring all your SharePoint data together
Connect spreadsheets, CRMs, and Microsoft systems 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 in one click with Softr's PWA—no extra design needed.
Works on any device
Softr apps are mobile-ready by default. Turn your portal into a downloadable app in one click with Softr's PWA—no extra design needed.
Automations
Build native automations with Softr Workflows to handle status updates and automated notifications whenever SharePoint records are changed.
User groups
Provide separate logins for different tiers of clients, and create personalized dashboards for each unique user.
Advanced permissions
Apply rules for different user groups. Customize who sees which project files and which actions they can take at a granular level.
Security
Protect sensitive client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 SharePoint client portal in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like real-time tracking, secure onboarding, or invoices as your needs evolve—without starting over.
Flexible as you grow
Start with a client portal, then add staff dashboards or document managers—all in one place with no extra tools.
Generate a fully custom SharePoint 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 SharePoint client portal
Describe what you need. Softr's AI builds your custom SharePoint client portal in minutes.