A Client Portal is a dedicated digital space where businesses and clients interact securely. By using Softr, you can transform your Airtable or Google Sheets data into a professional dashboard without writing any code.
Traditional portals often feel clunky and expensive. In contrast, modern solutions like Softr’s portal builder prioritize user experience, mobile responsiveness, and rapid deployment. This allows you to scale your agency or service business while maintaining a high level of professionalism.
Manage employee profiles, team roles, and track individual training progress
Schedule educational workshops with materials, locations, and attendance stats
Record finished training modules with employee signatures and completion dates
You can enhance your portal by integrating Softr's internal tools to manage back-office tasks. Consider adding automation through Zapier or Make to notify clients whenever a new file is uploaded to their dashboard, ensuring they never miss an update.
A client portal is a secure website that gives clients access to private data and files. Using Softr, you can create these portals instantly to improve professional communication.
No coding skills are required to build a portal with Softr. You can use a pre-built template and simply connect your data source to get started.
Yes, security is a priority. Softr allows you to set granular permissions so clients only see the data specifically assigned to them in your database.
Absolutely. You can add your own logos, colors, and custom domains to ensure the portal matches your brand identity perfectly.
Softr integrates seamlessly with Airtable, Google Sheets, SmartSuite, and HubSpot. This allows you to sync your existing business data directly into your client portal.