ClientlyBase - 2026 Pricing, Features, Reviews & Alternatives

ClientlyBase is a specialized software solution that transforms Airtable data into secure, branded portals for sharing project updates, documents, and statuses with partners and clients. The platform connects to Airtable bases through the official API, creating a real-time synchronization system where any changes made in Airtable automatically reflect in the client-facing portals. This integration maintains data accuracy while allowing administrators to configure granular permissions down to the field level, ensuring clients only see information relevant to their projects.

The software features comprehensive customization options that enable businesses to create a seamless branded experience with company logos, colors, and even custom domains on higher-tier plans. Security remains paramount with end-to-end encryption, SOC 2 compliant infrastructure, and strong authentication protocols including optional two-factor authentication. The system employs a read-only connection by default with optional write capabilities that administrators can selectively enable, while client activity tracking monitors engagement through file views, downloads, and portal access logs.

ClientlyBase requires no coding knowledge to implement, featuring an intuitive setup wizard that guides users through the configuration process in minutes. The platform includes project dashboards that provide visual overviews of progress, secure document sharing with role-based access controls, and in-app messaging capabilities to centralize client communications. All portals are mobile-optimized, ensuring clients can access their information from any device, while the multi-base integration functionality allows businesses to create comprehensive client experiences that span across different workflows and data sources.

The solution is particularly valuable for agencies and consultants seeking to enhance client relationships through professional, transparent communication channels. The interface organizes information into logical sections including projects, tasks, invoices, and contracts, with visual indicators displaying project progress and status updates. ClientlyBase operates without storing client data in its system, instead fetching information in real-time when clients access their portals, maintaining both security and data integrity while delivering a polished, professional client experience.