Client Portal

Create a custom client portal, without code

Softr makes it easy to build a custom client portal to replace your spreadsheets, emails, and disconnected tools.

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Loved by 800,000+ teams around the globe

Data Management

Bring all your client data together in real-time

Connect to any data source with 15+ native data integrations or the REST API connector. With Softr, build a single portal that syncs all your tools in real-time.

Explore all data sources

Flexibility

Add only the views and features you need

Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.

Power

Deliver a secure branded portal your clients wll love.

Create a personalized, secure experience for every client, all within a single portal. Tailor the look and feel to align with your brand.

Branding

Deliver a professional client portal that reflects the look and feel of your brand (and impresses your clients).

Works on any device

Turn your portal into a downloadable mobile app in one click with Softr’s PWA feature — no extra design work needed.

Automations

Connect with your existing tools, including Make, Zapier and n8n to seamlessly automate workflows.

User groups

Create custom user groups and separate logins to provide different views and access levels for your team.

Advanced permissions

Customize who sees what, and which actions they can take, even at the most granular level.

Security

Protect customer information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.

Ask AI

Add a built-in AI assistant

No more back and forth. Let clients ask AI questions inside your portal and get instant answers based on live data.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

Read Case Study

Use cases

Consolidate all your tools

Stop overspending on pricey software with unused features. Build custom apps that fit your workflows perfectly.

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How It Works

Go from zero to app, incredibly fast

Connect

Start by connecting to your data

Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.

Customize

Customize layout and logic

Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.

Launch

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“We thought we'd need developers, a product manager, and UX designers before launching a new project management system. With Softr, we built it ourselves in weeks.”