How to Build a No-Code Client Portal for Your Agency

A no-code client portal for an agency — complete with project visibility, automated invoicing, document sharing, and per-client login — can be built in 48 hours using five tools: Airtable, Softr, Make.com, Stripe, and Google Drive. This is not a simplified version. It is a production-grade client portal that agencies use to manage 10 to 50 active clients with zero manual onboarding steps and automated monthly billing. Here is the architecture and build sequence.

Step 1: Build Your Airtable Base

Airtable is the database behind everything. Create a Clients table with the core fields: Company Name, Status, MRR, Assigned PM, Softr User ID, Stripe Customer ID, and Google Drive Folder URL. Link it to a Projects table (linked records), an Invoices table, and a Deliverables table. These linked relationships are what allow Softr to display each client's full account view — every project, every invoice, every deliverable — from a single Airtable base.

Step 2: Build the Softr Portal

Connect Softr to your Airtable base. Create a portal with pages for Dashboard (live summary stats), Projects (linked project records), Invoices (linked invoice records with Stripe pay link), and Documents (linked to Google Drive). Configure per-user filtering so each client sees only their own records. Apply custom domain, logo, and brand colors. The portal is now live — it pulls live data from Airtable and presents it in the client's branded interface.

Step 3: Automate Everything With Make.com

Two Make.com scenarios handle all the automation. Scenario 1 (Onboarding): when a new intake form is submitted, create the Airtable record, provision the Softr user, create the Google Drive folder, create the Stripe customer, send the welcome Gmail, and post to Slack — all in one automated flow. Scenario 2 (Monthly Billing): on the 1st of each month, fetch all active clients from Airtable, create a Stripe invoice per client, update the portal invoice status, and send the billing email via Gmail. The full working demo of both scenarios is at omnionlinestrategies.com/client-portal-demo.