Key takeaways
- Most business apps on Softr are client portals, internal tools, CRMs, directories or dashboards.
- One portal we built lets each client organisation check its own standing instead of calling, with documents routing automatically across five connected systems.
- Softr publishes templates for client portals, ERP, inventory management and intranets, which are a reasonable starting point as long as you delete the parts you will not use.
The examples below are apps we have built on Softr for clients, plus the app types Softr itself supports. Catalytics is listed in Softr’s partner directory, and the client work described here appears on that profile.
What can you do with Softr?
Softr builds apps people log in to. In practice that means client portals, internal tools, CRMs, directories, knowledge bases, intranets, inventory and asset trackers, and dashboards. The common thread is that different people need different slices of the same data, with a login in front of it.
A portal that replaced status phone calls
A compliance firm we work with was answering the same question all day: where does this client stand right now?
Their clients now log in to a Softr portal and see their own standing, what is open, what is coming up, and which documents are waiting for signature. Signed documents route themselves into the right folder and the underlying record updates, so nobody moves files by hand. Five systems are connected behind it, and manual document transfers are at zero.
We covered how the permissions in a portal like that are built in how a Softr client portal works.
A portal for what happens after the sale
A retail client needed customers to have a more organised experience after buying, and wanted less manual coordination inside the team. The Softr portal gives each customer a place to see their own orders and what happens next, instead of a thread of emails between the customer and whoever picked up the phone.
A client feedback and tracking portal for an agency
A creative agency uses a Softr portal to collect feedback and track work with its clients. Feedback lands against the piece of work it belongs to rather than in a mailbox, which is the difference between a comment you can find later and one you cannot.
Internal tools people build on Softr
Not every Softr app faces clients. The internal version solves the opposite problem: a team that needs to work with data without being handed the raw database.
A dispatcher who needs today’s jobs and nothing else. A finance assistant who should update payment status without seeing salary fields. A manager who wants one screen showing what is overdue. Each of those is a Softr page built on the same data the business already keeps, with the fields that person does not need left out.
The reason these get built is usually a spreadsheet that too many people were editing. Softr does not make the data better, it decides who can touch which part of it.
Directories, knowledge bases and dashboards
The quieter Softr use cases are lists and reference material. A member directory people can search. An internal knowledge base where staff look up how something is done. A dashboard that shows where the month stands, updating as records change rather than when someone rebuilds a report.
They matter here because they are often the second app a business builds. Once the data is structured and the logins exist, another view of the same records costs far less effort than the first one did.
What a Softr CRM usually looks like
Softr is often used as the front of a CRM rather than the CRM itself. The contacts, companies, deals and activities live in a database, Airtable or Softr’s own, and Softr gives the team a pipeline view and record pages to work from, with clients or partners getting their own limited view of the same data.
Whether that is a good idea depends on where the effort in your business sits. We worked through that question for Airtable in Airtable as a CRM, and the same test applies here.
Softr templates worth starting from
Softr publishes templates for the app types it sees most, including client portals, ERP, inventory management and company intranets. They are a fair starting point, and the advice we give is the same as for any template: delete the blocks and fields you will not use before your team gets attached to them, because unused fields are what make these apps confusing later.
Which plan each example needs
| Example | What decides the plan | Plan |
|---|---|---|
| Internal tool for a small team on company email | 5 team users included | Basic, $19 a month |
| Client portal for up to 50 clients | 50 client users included | Pro, $99 a month |
| Portal needing two-factor sign-in or an installable app | Both arrive on Business | Business, $329 a month |
| Portal needing single sign-on | SAML and OpenID are Enterprise only | Enterprise |
Before you build
Have something similar in mind?
Bring whatever causes the most back and forth with your clients, and where those answers live today. The first call is free, thirty minutes, and you will leave knowing whether Softr is the right place to build it, even if we never work together.
Book the free first callThe pattern in every example here is the same: information that already existed somewhere, put behind a login so the people who need it can look it up themselves.
For the product itself, what Softr is covers the basics, Softr pricing has the numbers, and Softr development is how we build these.