Client Portal Template

Internal Tool
Client Portal
Project Management
Agency

Keep track of all your clients, projects, and status in one place. Let your clients view and update their own data, manage projects in real-time.

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.

Build your Client Portal today

Proceed with the template and have your portal ready within hours

FAQ

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.

Not really. The free Airtable subscription plan provides 1200 records per base, so if that's sufficient for your project, the free plan will work just fine.

No, unfortunately that's not possible. You'd need to create a new application using the template.

You need to copy the base with mock data to your Airtable account which is linked to your Softr application. The process is described here.

Yes the given template is just a handy starting point, and you can add more blocks and pages to customize it exactly as needed.

Yes, we have native Stripe integration, but you can also link to other payment services if preferred.

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

READ THE STORY

Client Portal | Internal Tools | Web App Builder | Free Website Builder Made with Softr