You’re convinced that a client portal is a great fit for your project and you want to build one. But where to start? There are three options available to you:
Fully custom: Coding your own – the most difficult but also most customizable option;
Assisted: Using a dedicated tool like WordPress or Huddle – more limited but easier than coding from scratch;
No-Code: Building a Client Portal in Softr – a great balance between customization options and ease of use.
While each solution has its own pros and cons, we obviously have our preference. Building a client portal in Softr requires no technical knowledge and allows you to have control of both the front- and back-end of your project. No need to hire a developer here.
What to include in your client portal
A comprehensive client portal should include the following features:
Security: Secure cloud-based file storage, access, and management. User-controlled password management, and secure storage in our SOC 1, SOC 2, and ISO 27001 certified data center located in Germany, with 24/7 operations and enterprise-grade security.Learn more about our security commitment.
24/7: Around-the-clock access for all users.
Permissions: Flexible, granular permissions management for individual users or groups.
Communication: Real-time communication, collaboration, and project management tools, like Dropbox, Google Docs, group chat, instant messaging, discussion boards, and notifications.
Billing: Ability to integrate with payments applications such as Stripe, Paypal, Buy Me a coffee and Gumroad