SaaS Customer Portal Template

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

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Overview

This free SaaS portal template helps you create a self-service customer experience, so your team can spend less time answering repetitive questions and more time driving success.

It includes a sample database to show how to organize your customer data, but it's flexible enough to work with any Softr-supported data source (Google Sheets, Notion, monday.com, HubSpot, and more).

Why use this SaaS portal template

Reduce support tickets and repetitive emails: Give customers everything they need in one place, including contracts, tasks, a help ticketing system, and onboarding docs.
Empower customer success teams: CSMs get tools to manage each account, assign tasks, track requests, and share resources.
Deliver a polished onboarding experience: Customers can log in securely, view their onboarding tasks, and stay up to date, without the need for back-and-forth emails

Template features:

Role-based access
Let each user see only what they need. Control access by role (e.g. CSMs, Admins, Customers).
Contract & document sharing
Upload and organize contracts, onboarding guides, training videos, and help docs.
Task assignments
Track onboarding progress, renewal tasks, or implementation steps tied to each customer.
Help desk & support tickets
Let customers submit support requests, view status updates, and reduce back-and-forth.
Customer directory & account views
Manage multiple accounts, assign CSMs, and track key data for each customer in one place.
Works on any device
Allow users to access the platform from any device with a fully responsive design. You can even turn your app into a downloadable mobile app with Softr's PWA feature.

Who is this SaaS portal template for?

This template is built for SaaS companies looking to streamline customer onboarding, engagement, and support, but it can easily be adapted for any recurring-service business. Ideal for:

Customer Success teams: Assign tasks, track contract renewals, and centralize account data.
Support teams: Reduce repetitive requests with a dedicated ticketing and resource center.
Founders & small teams: Deliver a white-glove experience without a heavy lift.
B2B SaaS companies: Provide secure, scalable access to account resources and CSM touchpoints.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your SaaS customer portal template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Bring in your data: Your template comes with a Softr Database already connected and loaded with sample data. From there, replace it with your own data or connect to 17+ external sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks.
3
Customize logic and branding: Describe changes using the AI Co-Builder, or adjust layouts with drag-and-drop blocks. Review user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your SaaS customer portal is ready! Authentication, permissions, and hosting are already built in. Publish and share the URL with your teammates or clients to start collaborating.

Frequently asked questions

Can I use this even if I’ve never built a portal before?
Yes. The template comes with sample data and a fully built app, so there's nothing to set up from scratch.
To customize it, duplicate the template into your workspace, then prompt the AI Co-Builder to adjust the database, layout, or theme. Prefer hands-on control? Use the visual editor instead, no prompting required.
Do I need a Softr account to use the template?
Yes, but you can use it with a free Softr plan.
What if I want to use a different data source?
This template is compatible with 17+ data sources, including Notion, HubSpot, SQL, and monday.com. Use the sample database as a structure reference and connect your preferred source.
Can customers submit tickets or upload files?
Absolutely. You can add file upload forms, support request forms, or any other type of submission block using Softr.
Can I use my own branding and domain?
Yes. Duplicate the template into your workspace, then prompt the AI Co-Builder to rebrand the portal: update the colors and logo, or rename the Requests table's ticket types (like Support or Upgrade plan request) to match your own categories.
Prefer hands-on control? Use the visual editor to adjust the layout and theme yourself, then connect your own custom domain for a white-label experience.
Can I automate notifications when a customer submits a request?
Yes. Prompt the AI Co-Builder to add a Workflow that notifies your CS team by email or Slack whenever a customer submits a Support or Upgrade plan request, so nothing sits unanswered.
You can set up similar workflows for other triggers, like alerting a CSM when a Task moves to Review, or reminding a customer about an upcoming training session.