Client Portal with Softr & Airtable
Custom client portal built on Softr and Airtable — clients log in to view project status, access documents, and track deliverables in real time, synced automatically via Zapier.
The Problem
The client was sharing project updates via email threads and spreadsheet links — clients had no self-serve way to check their project status, access documents, or see progress. This created constant back-and-forth messages and a poor client experience.
The Solution
Built a branded client portal using Softr as the frontend and Airtable as the database. Clients log in, see their project status in real time, access shared documents, and track deliverable progress — all synced automatically from the team's internal Airtable workspace via Zapier.
How It Works
Airtable database stores all project data — status, documents, milestones, notes
Softr frontend provides a branded login experience for each client
Client-specific views filter data so each client only sees their own projects
Zapier syncs updates between the internal workspace and the portal in real time
Document uploads appear in the portal automatically
Status changes trigger email notifications to the client
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