Create a secure tax client portal for your firm.
No more endless emails or lost documents. With Softr, you can build a secure portal tailored to your workflows—incredibly fast. No coding or design skills needed.
Trusted by 500,000+ teams worldwide
""When I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere. It will play a key role in the near future as we differentiate ourselves with a custom CRM.""
Yohei Nakajima General Partner, Untapped Capital
Tailor your tax client portal to fit your workflows
Sales pipeline
Visualize and manage sales stages with a customizable pipeline. Track deals and optimize your customer relationship processes.
Lead management
Capture leads effectively with custom forms and unify data to streamline follow-ups and drive sales growth.
Account & contact management
Keep all customer interactions in one place to simplify tracking, manage relationships, and drive customer success.
Reporting & dashboards
Build real-time dashboards to monitor sales performance, analyze lead conversion, and make data-driven decisions easily.
Customer communication
Send updates or nurture customer relationships easily by centralizing communication directly within your portal app.
Billing & payments
Streamline invoicing and payment collection with integrated payment tools like Stripe and PayPal in your CRM system.
Build a CRM for your team — no coding or design skills needed
Say goodbye to spreadsheets and manual workflows. Use modern, drag-and-drop blocks like Lists, Tables, Charts, Forms, and Kanban to build a view of your customer interactions and deal flow in a modern app interface.
Create a single source of truth for your customer data, fast
Connect to your existing databases or spreadsheets and map them to your app in minutes. Securely manage CRM access for different user groups to prevent data oversharing.
Collect information to fit your workflows
Capture lead information, customer questions, feedback, and more. Softr lets you build multi-step forms with a visual logic builder directly into your apps, and automatically send information back to your database.
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Rated 4.8 in 450+ verified reviews
Read why companies and operators love Softr.
"They say that if you can’t explain it in a simple way, you don’t understand it well enough. I say the same thing about any software. If you can’t figure it out in the first 10 min by yourself without any tutorial, it’s probably not for you. Since the first moment we discovered Softr, we started the work."
"The best no-code platform to create websites based on airtable databases."
"Softr is an easy to use no-code platform that has so much potential."
"Creating a customer portal with Softr allows us to give our customers that bit of extra value. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real-time."
"Incredible platform - from web noob to office superstar in a month!"
"I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr."
"Softr is the goldilocks of no code — not too difficult, not too simple. It’s powerful in that you can build a dynamic app that reacts to user inputs, yet is simple enough to build quickly."
"Easily the shortest learning curve on any app I've used! It's very intuitive and when you can't figure something out the support is excellent and there is also a great community who are always willing to help."
"The best no-code platform to create websites based on airtable databases."
