How to create a client portal

Thierry Maout • Published on May 26, 2023 • 3 min read

How to build your own client portal?

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 Huddlemore limited but easier than coding from scratch;
  • No-Code: Building a Client Portal in Softra 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
  • Integrations: Integration capabilities using our powerful API and native integrations with analytics, email, advertising, messaging tools, and more. Learn more about our available integrations.
  • Personalization: Customizable user interface and back-end that are interactive, intuitive, and easy to navigate with embedding capabilities.
  • User-friendly: Everything users can expect - from real-time, dynamic search, and listings to dashboards and analytic tools, as well as note-taking and comment management between collaborators.

Let’s give creating a client portal on Softr a closer look.

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