Softr is a no-code platform that lets you build client portals, internal tools, dashboards, and simple web apps on top of existing data sources like Airtable, Google Sheets, or HubSpot. Instead of building software from scratch, it gives you a structured front-end people can log into and use.
Expert Softr Consultant
Your data. A portal your team actually loves.
Turn your Airtable, Google Sheets, or HubSpot data into custom, scalable Softr apps, client portals, and internal tools - creating a clean, usable experience where clients and teams can access what they need, when they need it.
But we’re more than just top-ranked Softr consultants.
Our own client portal runs on Softr.
What can we build for you?
Softr services we deliver
Your Softr portal is closer to launch than you think
Here's what our clients are typically struggling with prior to working with us:
The portal that never launched
You watched countless tutorials, built a prototype, got stuck figuring out roles and permissions, and now six months later that portal is still sitting in “staging”.
Data trapped in spreadsheets
Your Airtable base is a goldmine of operational data. But without a front-end portal, your clients are still getting manually-generated PDFs and status updates.
So…who can see what?
The difference between user roles, visibility conditions, and dynamic filters can feel like its own full-time job. One wrong setting and the wrong person sees the wrong thing.
"Let’s build fast" turned into building forever
Inconsistent layouts, broken blocks, integrations that kiiinda work - not exactly the speed and efficiency you hoped for.
What our Softr consultants help with
Custom App & Portal Building
Client portals, internal ops dashboards, project trackers, and inventory tools designed from scratch to your spec, built to your brand and launched fast. We handle architecture, layout, logic, and every detail in between.
Airtable-to-Softr Implementation
Already have an Airtable base? We turn it into a polished, role-aware web app. Proper permissions, branded interface, filtered views - without touching your underlying data structure (unless it needs improving).
Fast, Thorough Softr Troubleshooting & Fixes
Broken blocks, sync failures, permission bugs, forms that don’t submit - we get in, identify the issue, and resolve it. Fast, with no long-winded Discovery phase.
Optimization & Scaling
Outgrown your original build? We audit your app's performance, UX, and workflow logic, then optimize for speed, usability, and your next stage of growth, including plan migrations.
Integrations & Automation
Softr doesn't live in isolation. We connect it to Zapier, Make, Stripe, HubSpot, Google Sheets, and more - including native Softr Workflows - so data moves automatically without manual handoffs. See our workflow automation and Zapier consulting services.
Training & Documentation
Every build ends with your team knowing how to own it. Live training sessions, written documentation, and async support so you're never dependent on a consultant to add a page or update a permission.
Book a free Softr Discovery Call
Softr Outcomes
Turn data into day-to-day bliss
Softr lets your business run with a level of clarity, efficiency - and cost savings you’ve always wanted.
When project status, deliverables, and remaining hours are visible in a portal, the amount of "just checking in" emails drops sharply. Stakeholders self-serve and you get your inbox back.
With a properly integrated Softr + Airtable + Zapier stack, form submissions update your base, trigger notifications, and create records automatically. No more manual copy-paste.
Many tools charge per seat for features you've half-customized around. A custom Softr app is built exactly for your specific workflow - and costs a fraction.
Off-the-shelf tools get worked around. Custom tools built with practical workflows in mind get adopted. We design with your team's actual day-to-day in mind, not a generic SaaS use case.
Softr plans scale dramatically better than per-seat alternatives. Adding users doesn't mean adding budget
What Clients Say About Softr Automation
Client Reviews
Here’s a small selection of our hundreds of five-star reviews
One of our best investments
In our business, Nathan Weill is considered one of our best investments. He and his team are professional and reliable. I highly recommend Flow Digital.
Naomi R.
The team is knowledgeable, responsive, and truly understands how to optimize business processes. We appreciate their efficiency and the impact they’ve had on our operations. Highly recommended!
M. Schwimmer, Intellimed Cardiac Diagnostics
"This team rocks!"
“I've been using Flow Digital for a good few years now and could not be happier. The automation they create for me has saved hours upon hours and has allowed my business to reach new heights.”
Common Softr Use Cases
From client portals to internal tools to custom apps, Softr can turn your data into a clean, accessible interface.
Client Portals
Give clients real-time visibility into their project, invoices, and deliverables without kickstarting another endless email thread. Role-based access means each client sees only what's theirs.
Client Portals
Airtable → Softr → Client sees project status, files, updates
HubSpot → Softr → Client sees deals, invoices, activity
Google Sheets → Softr → Client sees reports or deliverables
Internal Ops Dashboards
Your team tracks tasks, inventory, KPIs, and workflows in one branded, filtered view built around how you operate, instead of a generic template.
Internal Ops Dashboard
Airtable → Softr → Team tracks tasks and projects
Sheets → Softr → Team monitors inventory or operations
Airtable + Zapier → Softr → Tasks update automatically
Custom CRM Design
Softr CRM front-end can give you a clean, custom layer with full pipeline view, filters, and forms built around your existing data.
Turn Dashboards Into CRMs
Spreadsheets → Softr CRM Front-End → Team manages deals and pipelines
Data + Forms → Softr → New leads flow directly into pipeline
Airtable + Zapier → Softr → Follow-ups and notifications trigger automatically
Vendor and Partner Portals
Vendors submit via Softr, your team reviews, vendors see status updates. No more "did you get my submission?" emails. No shared spreadsheets with accidental edit access.
Vendor and Partner Portals
Softr Form → Vendor submits info, admin reviews
Your Data → Softr → Vendor sees status of submissions
Airtable + Zapier → Softr → Vendor gets updates without follow-up
HR Ecosystem
Knowledge base, onboarding materials, policies, team directory, and announcements - all in one branded, searchable app that your team can easily and intuitively use.
A Million Forms → Softr → New hire accesses policies and resources
Notion → Softr → Internal docs surfaced in a cleaner interface
Airtable → Softr → Team directory and announcements in one place
Membership Hub & Online Courses
Stripe-gated content by membership tier, course progress tracking, and community access without a heavyweight LMS. Softr's native authentication handles the access logic natively.
Membership Hub & Online Courses
Stripe → Softr → Users get access based on payment
All Your Assets → Softr → Content organized by user level
Stripe + Softr → Access updates automatically by tier
Softr Case Studies
Running Flow Digital’s client portal on Softr
We don't recommend tools we don't use. Flow Digital runs its own client portal on Softr Professional - check out the front end at flowdigital.softr.app (http://flowdigital.softr.app) - giving every client real-time visibility into their project.
What clients see:
Real-time project progress, remaining hours, upcoming work, weekly progress at a glance. Time investment visibility. Delivery tracking against plan.
Our cost savings:
At Softr Professional ($139/mo for 100 users), we're paying $1.39/user - versus ~$800/mo on comparable per-seat portal platforms. That's ~$7,900/year back in the business.
Problem
A 20-year furniture and home goods retailer was operating with a fragmented system across Square and Airtable.
Their catalog had grown to over 20,000 items, including roughly 10,000 duplicate entries. Only about 8,600 of their actual products were syncing properly, and nearly 45% of transactions were not being tracked. Vendor names were inconsistent across thousands of records, and over 1,100 products were missing cost data entirely.
Every change required double entry across systems.
Solution
We made Softr the operational front end for the entire business.
Customers access a branded portal for account management and sales opportunity tracking. Internal staff use a separate set of Softr pages to run catalog operations - tabbed views that surface items by problem state (no vendor, no category, no cost, missing AI description), with inline editing that writes back through Airtable to Square via two-way sync. A built-in metrics page tracks year-over-year transaction volume and revenue in real time.
Results:
- 10,000 duplicate entries removed
- 132% Increase in transactions
- 100% transaction capture (from ~55%)
- 5,000+ vendor records standardized
- 90% reduction in AI costs
- Zero manual data entry
- +41% revenue growth YoY
Our Softr Automation Process
Focused Discovery
We audit your tools, data sources, and workflows. Define the app architecture, user roles, and integrations. You leave with a clear build plan before a single block is dragged.
01
Audit + Planning
We audit your tools, data sources, and workflows. Define the app architecture, user roles, and integrations. You leave with a clear build plan before a single block is dragged.
02
Build
Design, build, and QA in a staging environment. You review a working version before anything goes live. Revisions are built into the timeline.
03
Launch + Train
Deploy the app, run a team training session, and hand off full documentation. Your team can manage and update the app on day one without coming back to us.
Ongoing Optimization
Monthly check-ins, performance tuning, feature additions, and workflow automation as your needs evolve. Available on retainer or as-needed.
Softr Automation Pricing
1-on-1 Session
Perfect for when you to solve a specific Softr problem
Fast. Focused. Perfect for when you need an expert Softr consultant to solve a specific problem, review your build, or get unstuck.
- Architecture review or troubleshooting
- Recorded session + action items
- Follow-up notes delivered same day
- No commitment required
1-on-1 Session
$297
Hourly Packages
Perfect For: Teams with specific automation needs
For full Softr builds, integrations, and ongoing optimization.
- Discovery → Build → Launch
- Airtable schema + Softr architecture
- Integrations (Zapier, Make, Stripe, etc.)
- Training + full documentation
- Staging environment + QA
Starting at
$1950
Unlimited Support
Perfect For: Teams with ongoing automation needs
Embedded operations and automation partner. Strategy, builds, and optimization on tap as your business scales.
- Unlimited Softr builds
- Priority response time
- Proactive stack reviews
- Workflow automation roadmap
- Dedicated Slack channel
Custom
Softr FAQs
Building a basic version is straightforward. Building something that handles permissions correctly, works across workflows, and can hold up as usage grows is not. A Softr consultant helps you avoid costly rework and get to something usable faster.
Most Softr builds take us between 2–4 weeks, depending on the complexity of the data, number of user roles, and required integrations. Smaller projects or fixes can be completed faster.
Absolutely! We regularly step into existing builds to resolve issues with permissions, broken blocks, data syncing, and usability. The goal is to identify the problem quickly and fix it without unnecessary processes.
Softr connects to Airtable, Google Sheets, HubSpot, Notion, Monday.com, PostgreSQL, MySQL, Supabase, BigQuery, and its own native database. The best setup depends on how your data is currently structured.
Yes - in fact, many projects start with an existing Airtable base. We typically keep the structure intact and build a front-end on top, only making changes if needed to support permissions, relationships, or performance.
We typically need access to your Softr workspace, underlying data source, and any connected tools involved in the workflow. This is defined clearly during discovery so access stays organized and controlled.
Every build includes documentation and training so your team can manage the app, update content, and control permissions without ongoing reliance on us.
We offer a 75-minute session for $297 and retainers starting at $1,950. Most projects begin with a discovery audit, and total cost depends on scope, complexity, and integrations. Softr itself is typically far more cost-efficient than per-seat portal tools.
Softr is best for building portals and internal tools quickly on top of existing data. Bubble is more flexible for fully custom applications, Glide is often used for lightweight internal tools, and Retool is more developer-oriented for internal systems.