Client Portal Template

Internal Tool
Client Portal
Project Management

Keep track of all your clients, projects, and status in one place. Let your clients view and update their data and manage projects in real-time with this awesome customer portal template.

client portal template cover image

Features and functionality

A powerful client portal template for an agency to keep track of all the clients, projects, and status in one place.

Different access levels

Login for clients, managers, and team members.

Search and filtering functionality

All client portal users can easily find the entries they need through search and filtering.

Create new projects and tasks

Users with relevant access level can create tasks for a particular project.

Team directory

A separate section for presenting all your team members.

Conditional visibility rules

You can apply visibility rules, so that each user sees a specific set of pages and entries based on his/her position or other parameters.

Pay and download invoices

Clients can can make payments (e.g. via Stripe integration) and download their invoices immediately.

Responsive design

A fully responsive design, allowing each user to access the system from any device.

Template Gallery


Softr’s client portal template lets you build a client portal on top of Airtable or Google Sheets data. The template will let you consolidate all your customers' exchanges in one place to avoid chaotic multi-channel communication. Instead of giving or getting updates via email or messaging, you and your clients can update data and share information in a convenient client portal.

Allow managers and team members to easily track projects for each client and organize all the reporting and status updates in the same workspace.

The template includes advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s stripe integrations, you can set up payments and invoices management in 15 minutes!

How it works

To get started, you simply need to create a Softr account (you can get started for free) and select the Client Portal template when creating an application. Next, you’ll need to copy the templates Airtable or Google Sheets data to your account and you’re all set. Now, it’s time to customize the template pages to apply the desired look and feel, start adding project data for each client, and so on. As soon as you have your portal ready, you can start inviting your users to log in and start collaborating. If this sounded a bit vague, don’t worry, our step-by-step guide on creating client portals will give you more insight into each step we just mentioned.

Secure and Customizable portal

Keep all your data in Airtable or Google Sheets, build an awesome interface, and wow your customers with a client portal on a budget.

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The right data to the right users

Softr granular permissions controls ensure only designated users view and edit the right information in your portal, while everything is securely stored in your database. Give each client the view and the permissions they need!

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If you’re building a client or customer portal for your business, it should be tailored to your specific needs and workflows. However, here are some common features that are usually included in client portals: - Dashboards with real-time updates - Communication tools such as live chat, commenting, etc. - Possibility to customize the look and feel of the portal to apply your company branding - A knowledge base to address some common questions on using the portal - Option to store and download files - Analytics and reporting

To start with a client portal, you first need to define what information is going to be shared and with whom. Moreover, it’s important to understand what viewing and editing permissions the users are going to have (both from your company and on the client side). As soon as you have these aspects covered, it’s time to actually start building. If you decide to go with Softr, you’ll just need to select our Client Portal template and start customizing the mock data. Due to Softr’s easy of use and shallow learning curve, you should be able to launch within a few days if not hours.

For client portals, security is a key concern, and many businesses avoid keeping their data in the cloud and prefer hosting their client portals on-premises. However, Softr takes security seriously and applies best practices such as server-side authentication, AWS storage, and more to make sure your data is safe.

As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).

All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full Memberships access.

Build your Client Portal today

Proceed with the template and have your portal ready within hours

Our awesome features

Making internal business processes more efficient with Softr

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.

Dan Smith Director, DS Automotive


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