Create portals and tools on
top of ClickUp, in minutes
Build custom portals, tools, and conditional forms powered by your ClickUp data, no coding required.
Connect ClickUp with real-time, 2-way sync.
Bring ClickUp and all your data sources together in one app—with real-time, two-way sync. Connect to 15+ native sources or any system via REST API. No manual updates or exports needed.
Customize what your clients and team can view or edit.
Create a secure portal with custom views that bring together data from any list, folder, or task. Customize access so clients, partners, or team members only see or update what’s relevant to them.
Create a fully custom branded portal.
Customize how ClickUp projects are displayed—with full control over layout, logic, and design. Style your portal to match your brand and deliver a polished, professional experience.
Consolidate all your tools
Stop overspending on pricey software with unused features. Build custom apps that fit your workflows perfectly.
Take ClickUp further with Softr
Permissions & Access
Must manage guest access per task, list,or folder manually.
Centralized user roles with page-, block-, and field-level visibility rules.
No user-based filtering in dashboards or lists.
Dynamic filtering based on logged-in user or field match.
No custom field-level permissions (e.g. hiding comments/status).
Role-based visibility and granular permissions for individual buttons, blocks, and pages.
User experience & branding
Must manage guest access per task, list, ClickUp UI is cluttered and not client-friendly.
Clean, branded apps with customizable layouts and navigation.
No custom domains.
Add a custom domain to create a separate portal
No layout or UI customization on dashboards.
Customize layout and styling to display data in the best way for your clients.
Client views & portals
Requires duplication of lists or dashboards per client; public dashboards or docs are used as makeshift portals.
Build one portal for different users to see and manage only the data that’s relevant to them, with granular permissions based on their role.
Internal comments are visible to all users with task access; no control over comment visibility.
Allows for separate comment blocks per user role; can restrict or show comments based on conditions.
Forms
Forms with logic only available on business plus & enterprise plans.
Advanced form logic, branding, and response routing available on all paid Softr plans.
Pricing limitations
Advanced features like role-based permissions and form logic are only available on higher-tier plans.
Supports dynamic portal structures that can handle hundreds of filtered user views; offers fully templatable app pages, layouts, and logic.
Dashboards & reporting
ClickUp dashboards are limited to ClickUp data.
Build dashboards with data from your entire stack using native integrations or RestAPI—and embed anything else you need.
All the features you need
Create a personalized, secure experience for every client all within a single portal. Tailor the look and feel to align with your brand.
Branding
Deliver a professional portal that impresses your clients. Customize the portal to reflect the look and feel of your brand.
Works on any device
Softr apps are mobile-ready by default. Turn it into a downloadable app in one click with Softr’s PWA—no extra design needed.
Automations
Connect with your existing tools, including Make and Zapier, to automate workflows and eliminate manual processes.
User groups
Provide separate logins for different user groups, and create personalized dashboards for each user.
Advanced permissions
Apply rules for different user groups. Customize who sees what, and which actions they can take, at even the most granular level.
Security
Protect client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Go from zero to app, incredibly fast
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
