Create a custom white label client portal template
Provide seamless access to resources and information with a no-code portal tailored to your clients' needs and business branding.
Build exactly what your clients need
Set up a branded portal with just the views and features your clients require. Adapt and update your setup as client needs or workflows grow.
Client onboarding forms
Document sharing & storage
Project status updates
Task assignment & tracking
Secure messaging & notifications
Invoice and payment management
Bring all your client data together in real time
Connect spreadsheets, CRMs, and support systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your clients.
Give every client a custom, secure experience.
Deliver a fully branded client portal with tailored dashboards and access. Set up secure logins and permissions so each client has the right experience.
Easy, secure logins
Your client portal is mobile-ready by default. Clients can access it anywhere or add it as an app in a single click.
Works on any device
Your client portal is mobile-ready by default. Clients can access it anywhere or add it as an app in a single click.
Automations
Integrate with your existing tools to automate notifications, status updates, and client communications.
User groups
Set up separate logins for each client or team, and provide personalized dashboards to match their needs.
Advanced permissions
Customize exactly what each client or group sees—and which actions they can take—down to the smallest detail.
Security
Safeguard client information with enterprise-grade security. Softr is fully SOC2 and GDPR compliant.
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AI assistant for your clients
Clients get instant answers to their questions right in your portal, with AI working seamlessly inside your branded experience.
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 white label client portal in minutes using drag-and-drop blocks and a ready-made template.
Consolidate your stack
Easily add client-specific pages or features as your portal needs change—no need to rebuild.
Flexible as you grow
Manage client portals, forms, and resources in one place, with no extra tools or logins required.
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 white label client portal today