Manage deadlines, allocate resources, and streamline collaboration with a tailored project management tool for your agency's needs.


Build a project management setup that fits your agency’s workflow. Add just the features your team needs, and adapt as your projects grow.
Connect spreadsheets, task trackers, and time management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Empower agency teams with the right tools and access for every project. Set up secure logins, roles, and permissions—no IT resources needed.
Give designers, project managers, and clients tailored dashboards, so each sees only the info they need for their work.
Give designers, project managers, and clients tailored dashboards, so each sees only the info they need for their work.
Connect with tools like Make, Zapier, or N8N to automate status updates, approvals, and repetitive project workflows.
Access your agency’s project management tool on desktop or mobile, with a responsive design for on-the-go updates.
Let your team sign in securely with Google, email, or SSO—no IT tickets or hassles needed.
Keep agency and client project data secure with SOC2 and GDPR compliance and detailed access controls.
Let your team ask AI about project status, deadlines, or budgets—get answers instantly, right inside your management portal.
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.
Quickly build a project hub for your agency with drag-and-drop blocks and ready templates.
Easily add client portals, team views, or custom workflows as your agency projects scale.
Manage projects, clients, and tasks all in one place—no more switching between apps.
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.












Agency project management software is a centralized platform your agency uses to organize projects, track progress, share files, and communicate with clients and team members. It helps keep all your project information in one place, so you no longer need to juggle multiple email threads or scattered spreadsheets. This makes it easier to keep projects on track, collaborate efficiently, and provide a seamless experience for your clients and team.
Softr makes it simple to build agency project management software tailored to your workflow. You can connect your existing data sources—like Airtable, HubSpot, Notion, monday.com, SQL, and more—and create a workspace where your team and clients can log in, view project timelines, submit requests, and share files, all in one place.
You don’t need to write any code. You can start with a template or design your own system, adjust the layout, set user permissions, and brand it to match your agency’s identity. It’s fast to set up, easy to maintain, and flexible enough to evolve as your agency grows. This helps your team stay organized and keeps your project management process looking professional.
You can add a wide range of features to your agency project management software, depending on your workflow needs. Common features include:
\- User logins – so each team member or client can access their relevant projects and data
\- Custom dashboards – to track project status, deadlines, budgets, or client feedback
\- Forms – for project briefs, feedback submissions, or support requests
\- File sharing – for uploading and downloading project documents and assets securely
\- Search and filters – to help users quickly find projects, files, or tasks
\- Tables, lists, and detail views – to display tasks, deliverables, or project milestones
\- Comments or status updates – to keep all project communication in one place
\- Charts – to visualize progress, timelines, or resource allocation
\- Calendar view – for tracking meetings, deadlines, or key project dates
\- Permissions and roles – so team members and clients only see what’s relevant to them
All of these can be built using Softr’s drag-and-drop blocks, so you don’t need to code. And if your agency’s needs change, it’s easy to update your software later.
No coding is necessary. You can create your agency project management software entirely with Softr’s visual editor. Everything from the layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within a single agency project management workspace. Each user only sees the projects, tasks, and information assigned to them, based on their login and role. This is especially helpful for agencies juggling several clients or internal teams, all from one central platform.
Softr supports a wide variety of data sources for your agency project management software. You can connect Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also import data from other systems using the REST API.
You’re not restricted to just one data source. You can combine multiple data sources within the same project management app, displaying them side by side—so your agency dashboard can, for example, integrate data from Airtable and HubSpot together. Most sources support real-time, two-way sync, ensuring that updates in your app or data source stay in sync automatically.
Absolutely! Softr gives you full control over how users experience your agency project management software. You can tailor the layout, navigation, and content to match your agency’s brand and project workflows. Each page or section can be customized to appear or stay hidden based on who’s logged in, so team members and clients only see what’s relevant for them.
You can also define different user roles, such as client, project manager, or agency staff—and specify exactly what each role can view or edit. For example, clients can view their project updates, while your internal team manages all project tasks and timelines. You can also set up personalized dashboards by filtering data for each user.
This flexibility is especially valuable for agencies managing multiple projects and clients in the same platform, helping to keep the experience organized, secure, and tailored to each user’s needs.
Yes, you can. You don’t need to have existing data in another tool to start using Softr for your agency project management software. If you’re starting from scratch, you can use Softr Databases, which is built right into the platform and integrates smoothly with your project management workflows.
If you do have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to pull in data from other sources. This gives you full control over how your project and client data are structured and managed in your workspace.
Yes, you can fully white-label your agency project management software in Softr. You can use your own logo, brand colors, fonts, and custom domain to make your project management platform feel like a natural extension of your agency. You can also remove all Softr branding, so your team and clients only see your agency’s identity throughout the entire experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your agency project management software. You can adjust colors, fonts, spacing, and page structure to match your agency’s branding. You can also choose how each project page is structured, arrange blocks to fit your workflow, and set up different views for different team members or clients.
To display your project data, you can add different types of blocks depending on your needs:
\- Table blocks – for structured data like active projects, tasks, or resources
\- List or Card blocks – to highlight team members, key deliverables, or milestones
\- Detail View – to show specific project details or dashboards
\- Forms – for submitting new tasks or feedback
\- Charts – for visualizing project progress
\- Calendar blocks – to track deadlines and meetings
If you need to change your agency project management software’s design or content later, it’s easy to make updates directly in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your agency project management apps are hosted on secure, reliable infrastructure. Softr gives you full control over who can see and do what in your workspace. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive project data across your entire platform.
For agencies connecting to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You’re always in control of your project information and permissions.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your agency’s data safe.
You can get started for free. Softr’s Free plan lets you publish one agency project management app with up to 10 users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your agency needs more users or advanced features, Softr offers paid plans that scale with your requirements. You can view the full pricing details at: <http://softr.io/pricing>
Softr is built to make it easy for agencies to create fully functional, user-friendly project management software—without needing to write code or rely on developers. What sets Softr apart is how quickly you can launch a complete solution and how well it connects with your existing project data.
Unlike some no-code tools that focus on mobile apps or are more developer-oriented, Softr is designed for agency teams who want control over layout, user experience, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded platforms for your agency’s projects and collaboration.
You can customize everything visually—from project boards and dashboards to user permissions and workflows. Softr’s built-in features like user roles, forms, conditional logic, and API support mean you don’t have to piece together multiple tools to launch polished management software.
Yes. Softr supports a wide range of integrations so you can connect your agency project management software to the rest of your tech stack. You can sync with tools like Stripe for payments, Intercom for communication, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for advanced workflows.
Whether you need to send project updates to another system, trigger automations based on project status, or integrate with your agency’s favorite tools, you can build it directly into your platform—without writing code.