Client Portal

Build your white label client portal without code

Share files, track projects, and automate approvals in a white label client portal built with AI to fit your brand's unique workflow.

Screenshot of a white label client portal interface showing a custom-branded dashboard with secure file folders, client project timelines, and a navigational side menu.
white label client portal mobile ui
Loved by 1 million+ teams around the globe
Data Management

Bring all your client data together in real time

Connect spreadsheets, CRMs, and file storage with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business and clients.

Explore all data sources
Power

Give every client 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.

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Easy, secure logins

Your white label client portal is mobile-ready by default. Clients can access files and status updates on any device, with no extra design work.

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Works on any device

Your white label client portal is mobile-ready by default. Clients can access files and status updates on any device, with no extra design work.

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Automations

Build native automations to handle client notifications, document approval alerts, and status changes automatically whenever records are updated.

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User groups

Provide separate logins for different clients or departments, creating personalized dashboards so each user only sees their own project info.

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Advanced permissions

Apply rules for client groups. Customize who can upload files, sign off on deliverables, or view reporting at a granular level.

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Security

Protect sensitive client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations to keep data safe.

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 white label client portal

Easy, fast setup

Build your white label client portal in minutes with AI—no manual setup or coding required.

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

Consolidate your stack

Add features like secure file sharing, interactive dashboards, or approval flows as your services evolve.

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

Flexible as you grow

Start with a portal, then add a CRM, billing tools, or dashboards—all in one place under your brand.

How it works

Generate a custom white label client portal in minutes

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.

Customer Love

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.

Frequently asked questions

What is a white label client portal?
What are the benefits of building a white label client portal with Softr?
What types of features can I build into my white label client portal?
How can I "vibe code" a white label client portal with Softr?
Can I manage multiple clients or teams in the same white label client portal?
Can I use Softr if I don't already have my data in another tool?
Which data sources does Softr support for a white label client portal?
Can I customize the user experience and permissions for my clients?
Can I white-label my portal in Softr, including using my own branding?
Can I customize the design and layout of my white label client portal?
How secure is my client data in Softr apps?
Is the AI-generated white label client portal production-ready or just a prototype?
How is Softr different from other no-code tools for building client portals?
Can I automate workflows and integrate with other tools within my portal?

Related use cases

Launch your white label client portal today

Describe what you need. AI builds it in minutes. Get started free with no setup time or developers needed.