Client Portal Resource Hub

Client portal resource hub

Design and launch custom client portals with guides, templates, case studies, and resources—all in one place.

Loved by 1 million+ teams around the globe

Use cases

Agency client portal

Provide clients with a branded space to review work, share feedback, and access deliverables and invoices.

Consulting client portal

Centralize client communication, project deliverables, and performance reports in one sleek portal.

Admission enrollment software

Store applications, documents, and communications in one secure place for staff and applicants.

Vendor portal

Simplify vendor collaboration by managing requests, documents, and communication in one place.

Client portal

Give clients a secure space to access updates, share files, and manage their projects—no email chains required.

Customer stories

How Lakeshore Windows automated project management for staff, clients, and field installers

How theInterna’s recruitment portal saves startups 5+ hours per intern hire

How Vestal Hub built a HubSpot portal for a property management firm in <3 days

How Animalz cut hours of back-and-forth with a freelancer management system

How Caddy Moving books 800+ jobs a month through a custom mover portal

How Peninsula School of Art increased festival sales with an online gallery

How Frontier addressed carbon removal knowledge gaps with an interactive database

How the UN International School created a portal to support students' emotional health

App templates

Client Portal

Manage tasks, share files, track invoices, and streamline client communication.

SaaS Customer Portal

Manage contracts, track tasks, and make it easy for customers to access resources and help.

Investor Portal

Give investors real-time access to companies, funding rounds, team directories, and more in one secure portal.

Recruitment Agency Portal

A recruitment agency portal designed for clients and agencies to efficiently manage job listings, candidates, and the hiring process.

Investor Relations Management

Keep your investors in the loop with a custom portal that shares key metrics, team updates, product milestones, and more.

Legal Case Management

Keep legal case data, resources, clients, and billing in one secure spot.

Client Onboarding Portal

A self-serve portal where clients can access required tasks and resources to complete the onboarding process.

Property Management

Keep track of your properties, leases, payments, and more.

Database templates

client intake database

Organize client intake details and track service requests effortlessly.

financial assets database

Manage client portfolios, assets, and transactions in one place.

project request database

Organize incoming project scopes, budgets, and deadlines in one place.

saas customer portal database

Track SaaS client onboarding in real time and manage requests efficiently.

help desk database

Manage support tickets in real time and automatically resolve issues faster.

client onboarding portal database

Centralize tasks, resources, and feedback for seamless client onboarding.

client portal database

Centralize projects, tasks, and deliverables in one detailed client view.

Complaint management database

Centralize customer issues and resolve complaints faster in one unified view.

Blog posts

Airtable

Database

Google Sheets

No-code

Guide

Editor's Picks

Best Apps

No-code

Announcements

Tutorials

Build internal tools and portals with Supabase

Airtable

Database

Google Sheets

No-code

Guide

Editor's Picks

Best Apps

No-code

Announcements

Tutorials

The One in Italy: The Recap of Softr's 2024 Offsite

Airtable

Database

Google Sheets

No-code

Guide

Editor's Picks

Best Apps

No-code

Announcements

Tutorials

Turn Notion databases into portals and apps — no code required

Airtable

Database

Google Sheets

No-code

Guide

Editor's Picks

Best Apps

No-code

Announcements

Tutorials

Introducing monday.com as a Softr data source

Airtable

Database

Google Sheets

No-code

Guide

Editor's Picks

Best Apps

No-code

Announcements

Tutorials

Softr 2023: Year In Review

Airtable

Database

Google Sheets

No-code

Guide

Editor's Picks

Best Apps

No-code

Announcements

Tutorials

Softr 2022 year in review

Airtable

Database

Google Sheets

No-code

Guide

Editor's Picks

Best Apps

No-code

Announcements

Tutorials

Softr 2021 year in review

Airtable

Database

Google Sheets

No-code

Guide

Editor's Picks

Best Apps

No-code

Announcements

Tutorials

Updates to Softr pricing

Build a custom client portal, fast

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