Streamline campaigns, allocate resources, and meet deadlines with a custom project management app tailored for your ad agency's needs.


Set up a workspace that matches your agency’s workflow. Add only the features your team needs now, and adapt as your projects grow and change.
Connect spreadsheets, task management tools, and calendars with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Streamline your agency’s workflows by giving each team member the right project tools and access. Set up secure logins, groups, and permissions—no IT support needed.
Assign creative, account, and finance teams different dashboards—so every role views only their tasks and deadlines.
Assign creative, account, and finance teams different dashboards—so every role views only their tasks and deadlines.
Integrate with Slack, Trello, or Google Drive to automate project tasks, status updates, and client communications.
Team members can access project boards and update statuses from any device—mobile or desktop.
Provide fast, secure access to your agency workspace using Google, email, or SSO—no IT tickets required.
Protect your project and client data with SOC2 and GDPR compliance, and robust access controls.
Let team members ask AI for project updates, deadlines, or briefs—all within your agency’s project management platform.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Get your agency projects organized in minutes with drag-and-drop blocks and ready-made templates.
Easily add briefs, client reviews, or timeline tracking as your agency’s needs change—no rebuild needed.
Start with project boards, then add client portals, feedback forms, or dashboards—all in one place.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












Ad agency project management software is a secure, centralized platform where your agency team and clients can collaborate on projects, share files, track progress, and communicate in real time. It streamlines the workflow for creative campaigns, making it easy to manage deadlines, resources, and feedback all in one place. This helps your agency stay organized, keeps clients in the loop, and ensures a smoother project delivery from kickoff to final approval.
Softr makes it simple to create ad agency project management software tailored to fit your agency’s unique workflow. You can connect data from sources like Airtable, HubSpot, Notion, monday.com, SQL, and more, and set up a portal where team members and clients can log in, track campaign updates, submit requests, and share assets—all in one place.
No coding is required. You can start with a ready-made template or design from scratch, customize the layout, control access for different roles, and brand it to match your agency’s identity. It’s fast to launch, easy to update, and flexible enough to grow alongside your agency’s needs.
You can build a variety of features into your ad agency project management software to match your agency’s process. Common features include:
\- User logins – so each team member and client can securely access their own campaigns
\- Custom dashboards – to display project timelines, deliverables, and budget status
\- Forms – for creative briefs, feedback, and approval requests
\- File sharing – to upload and download campaign assets and documents
\- Search and filters – to help users quickly find tasks, assets, or projects
\- Tables, lists, and detail views – to show tasks, deadlines, feedback, or campaign milestones
\- Comments or status updates – to keep conversations and feedback organized
\- Charts – to visualize campaign progress or resource allocation
\- Calendar view – for deadlines, meetings, or content launches
\- Permissions and roles – so clients, creatives, and managers see only what’s relevant to them
All features are created with Softr’s drag-and-drop blocks, allowing you to build and modify your system without any coding. As your agency evolves, you can easily update the software to keep up with new processes.
No coding is necessary. You can build your ad agency project management software entirely using Softr’s intuitive visual editor. Everything from layout to user permissions can be customized with simple drag-and-drop tools, so you don’t need to write any code at all.
Yes. You can manage multiple clients and project teams within the same ad agency project management platform. Each user—whether a client or team member—will only see the content and tasks assigned to them, based on their login and role. This setup is ideal for agencies managing multiple client accounts, creative teams, or campaigns all in one place.
Softr supports a variety of data sources that are commonly used in agency project management. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, ClickUp, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. Plus, you can integrate additional sources using the REST API. This means you can bring together campaign briefs from Airtable and client contact info from HubSpot, for example, all in your project management software. Most connections offer real-time, two-way sync, so all project updates stay in sync.
Yes, Softr lets you tailor the experience to fit your agency’s needs. You can customize the look and feel of your project management software, adjusting layouts, navigation, and branding to match your agency’s style. Every page or section can be shown or hidden based on the user’s role—so clients only access their own campaigns and assets, while your internal team can see and manage all projects. You can create roles for clients, project managers, creative leads, and more, defining exactly what each person can view or edit. This keeps your agency’s work secure, organized, and personalized for every user.
Yes, you can. You don’t need to import data from another tool to get started with your ad agency project management software on Softr. If you’re starting fresh, you can use Softr Databases, which are built right in and work seamlessly with your agency’s workflows. If you do have existing data in tools like Airtable, Google Sheets, or others, you can easily connect them too. Either way, you have complete control over how your agency’s project information and client data are structured and displayed.
Yes, you can fully white-label your ad agency project management software built with Softr. You can apply your own logo, agency colors, fonts, and use a custom domain, so the platform feels like a seamless extension of your agency. All Softr branding can be removed, ensuring your team members and clients only see your agency’s identity throughout their experience.
Absolutely! Softr gives you extensive flexibility to control the design and layout of your ad agency project management software. You can adjust colors, fonts, spacing, and page structures to match your agency’s look and feel. You decide how each project dashboard is organized, choose which blocks go where, and set up different views for teams, clients, or collaborators.
To display agency data, you can add different types of blocks depending on your workflow:
\- Table blocks – to manage project timelines, budgets, tasks, or campaign deliverables
\- List or Card blocks – to highlight creative briefs, client assets, or status updates
\- Detail View – to show detailed project overviews or campaign reports
\- Forms – for client feedback collection or new project requests
\- Charts – to display campaign performance metrics
\- Calendar blocks – to visualize deadlines, meetings, or content schedules
It’s easy to update your layout or content at any time directly within Softr’s visual builder.
Softr is designed with data security as a top priority. All information in your ad agency project management software is encrypted in transit (TLS) and at rest, and your software is hosted on secure, reliable infrastructure. You have granular control over who can access which parts of your project management platform—set up role-based permissions, manage users, apply visibility rules, and enforce global restrictions to protect sensitive campaign and client data.
If you connect Softr to external data sources like Airtable, Notion, or SQL, your data isn’t stored by Softr—it’s displayed live based on your permissions. You’re always in control of your agency’s data and who can view or edit it.
Softr also follows industry best practices for authentication, user access, and ongoing platform monitoring to keep your project information safe.
You can start building your ad agency project management software for free. Softr’s Free plan lets you launch one app with up to 10 users and 2 user groups, and it supports standard data sources like Softr Databases, Airtable, and Google Sheets.
If your agency needs to manage more users, access advanced features, or scale up, there are several paid plans available to fit your workflow. Learn more about pricing here: <https://softr.io/pricing>
Softr is built to make it easy for agencies to create purposeful, user-facing apps—like project management platforms, client portals, or creative dashboards—without any coding. Its standout feature is how quickly you can turn an idea into a fully functioning tool that fits your agency’s processes and data.
Unlike some no-code platforms that focus only on mobile apps or require developer skills, Softr is designed for agency teams who want full control over layout, user experience, and permissions. You can build on top of live data from Airtable, Google Sheets, Softr Databases, or SQL, creating branded and secure project management tools that both teams and clients can log into.
Everything is customizable visually—from the content and appearance to specific permissions. With built-in roles, forms, logic, and API support, you don’t have to combine multiple apps to create a polished solution for your agency.
Yes, Softr makes it easy to connect your ad agency project management software with the rest of your toolkit. You can sync with tools like Stripe for payments, Intercom for client communication, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for creating custom automations.
Whether you want to send project updates to other platforms, trigger actions when a campaign status changes, or pull in resources from external tools, you can build workflows into your software—no coding required.