Build your own sharepoint client portal, no code required
Streamline client interactions, share resources, and enhance collaboration with a customizable portal tailored to your business needs.
Tailor your client portal to your needs
Customize a SharePoint client portal with only the views and features your team and clients need, and easily adjust as your workflows evolve.
Document sharing & management
Task assignment & tracking
Project updates & announcements
Feedback & support requests
Meeting scheduling
Permission-based access control
Bring all your client data together in real time
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Centralize client and project information efficiently.
Give every client a custom, secure experience.
Provide clients with a branded SharePoint portal for personalized access and document sharing. Set up secure logins and permissions effortlessly.
Easy, secure logins
Your SharePoint client portal is fully responsive, so clients can view documents or updates from any device.
Works on any device
Your SharePoint client portal is fully responsive, so clients can view documents or updates from any device.
Automations
Integrate with tools like Make, Zapier, or N8N to automate notifications, file uploads, and client requests.
User groups
Create distinct logins for each client or partner group, providing personalized SharePoint dashboards and resources.
Advanced permissions
Set granular access rules for client folders, files, or pages so each user only sees their authorized content.
Security
Safeguard client data within SharePoint. Softr ensures SOC2 and GDPR compliance for secure document management.
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An AI assistant for your clients
Clients get instant answers to IT or account questions directly in the portal, powered by Softr’s built-in AI assistant.
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 SharePoint client portal in minutes with drag-and-drop blocks and simple templates.
Consolidate your stack
Add secure document sharing or client-specific pages as your portal needs change—no rebuild required.
Flexible as you grow
Centralize client portals, dashboards, and forms—no more juggling multiple SharePoint tools.
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.
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Frequently asked questions
Build your sharepoint client portal today