Build a client portal powered by your Google Sheets data
Create an easy-to-use web app for you and your clients to manage projects and keep track of all the ongoing work.
A variety of ready-made templates to get started
Client Portal
Let your clients view and edit their project data, manage tasks, make payments, and more.
Employee Portal
Manage all your company and employee information in one place to foster onboarding and collaboration.
Sales CRM Portal
A single portal for managing customer interactions including sales deals, sales activity, contact data, and more.
Investor Portal
Manage your protfolio, follow funding rounds, and share updates with LPs with this powerful portal template.
Untapped Capital VC firm keeps its LPs informed with investor portal built with Softr
I tried other tools, like Webflow and Stacker, but they were either too flexible or not flexible enough. When I used Softr, it was clear immediately that the capabilities went beyond what I found elsewhere. Technology is core to our fund, and Softr is key to differentiating ourselves with a custom client portal that allows us to operate efficiently. 5/5 ⭐️⭐️⭐️⭐️⭐️
Yohei Nakajima General Partner, Untapped Capital
Add a slick front-end to your Google Sheets database
Customize everything from styling and logos to page structure and domain. Add all the necessary business information and tools for effective collaboration with your clients.
Build a full-fledged secure client portal out of the box
You won't need any third-party software to achieve the required functionality. Softr provides all the necessary tools for building a client portal with access permissions, gated content, and more.
No more data leaks
Softr's AWS-powered server-side authentication will protect your data and ensure maximum performance, scalability, and availability.
Multiplatform compatibility
Softr lets your turn your web app into a mobile app with a few clicks, letting your users access it directly from their IOS or Android device. No need for any additional customization.
Powerful features available out of the box
Softr takes care of all the technical stuff, so you can focus on your business.
User accounts
Easily add user accounts with Softr's memberships functionality to let your users sign up and start collaborating.
Roles & permissions
Take advantage of the granular access permissions to make sure each user group has access to relevant data only.
Lists, Cards, Grids, Table Views
Easily display the data from Google Sheets using the vast selection of layouts. Further on, choose what should stay private and what should be shared.
Search, filtering, sorting
The advance search and sorting functionality will let your users find the data they need in no time.
Member-only content
Define access to specific pages based on user parameters such as role, company, payment info, and so on.
Custom form builder
Build fully-custom forms to collect documents, inquiries, requests, etc. Collect the responses in your Google Sheets database or send anywhere using Make or Zapier.
Secure payments
Let your customers make payments or sign up for recurring subscriptions directly from the portal.
Real-time data sync
Google Sheets native integration ensure real-time data update whenever a change is made by your users or yourself.
Self-service access & data update
Let your customer or employees do all the necessary updates on their projects such as project status updates, order tracking, invoice upload, and more.
Customer support
Whenever you have a question or face an issues with setting up your client portal, our customer support is there to help you via live chat.
Frequently asked questions about client portal software
A client portal is a cloud-based web app accessed via a single, secure entry point, like a login page. Client portals are used by organizations to provide a professional service, communicate securely, and collaborate with customers, teams, partners, or community members. Users are granted permission to view, edit, share and collaborate only on documents and tasks that are relevant to them. So a client portal is more secure than giving all users access to your database.
A client portal should include the following: - Secure cloud-based file storage, access, and management. - Flexible, granular permissions for individual users or groups. - 24/7 access. - Real-time communication, collaboration, and project management tools, like Dropbox, Google Docs, group chat, instant messaging, discussion boards, and notifications. - Customizable user interface and back-end that are interactive, intuitive, and easy to navigate. - Real-time, dynamic search, and listings. - Embedding capabilities. - Payments applications. - User-controlled password management. - Analytics tools and reports. - Track notes and comments to keep on top of collaborations and developments.
Softr's client portal software puts you in control of your data. - Users cam login via web app. - No more direct access to your entire database. - User permissions ensure information is only shared securely with relevant audiences. - A tailored experience means a more personalized, engaging UX to boost your professional image. - Clients and team members enjoy self-service online access to their information.
Client portals are safe if they use server-side security and encryption, and users log in with a unique username and password. Owners and admins can also set user access permissions, so each user can only access the content and sections made available to them. This offers greater protection against data leaks and unwanted data manipulation.
Anyone can use a client portal if they are granted access by the owner. Client portals are commonly used by large and small businesses, startups, law firms, non-profit organizations, educational institutions, and online communities, among others.
Client portal features available with Softr include: - Interactive UX. - 30+ dynamic list layouts. - 100+ pre-built drag-and-drop blocks. - Custom form builder. - Video, social media, and business tool embedding. - Native Stripe integration. - White label option to add your custom branding to Softr templates. - Membership management. - Granular user group permissions, and tiered access to sections and gated content. - On-page profile and listings editing. - SEO optimization, and responsive, mobile-friendly pages. - Real-time, dynamic search, filtering, and sorting. Smart pagination. - Embed your app in any webpage. - Transfer ownership. - Server-side authentication and enterprise-level data encryption.
You can also build Internal Tools, Online Marketplaces, Online Communities, Resource Listings, Websites and Landing Pages, OEM Partner Portals, Intranets for Small Businesses, and more.
