Build client facing project management tool
Update clients, share timelines, and track budgets in an AI-powered portal built with AI that you customize to fit your team's workflow.
Build exactly what your clients need
Customize a client facing project management tool that looks sleek out of the box. Add only the features you need, and iterate as needs grow.
Interactive project timelines
Shared document management
Task feedback collection
Project budget tracking
Automated status notifications
AI-powered status summaries
Bring all your project data together in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business and clients.
Give every user a custom, secure experience.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes—no code required.
Easy, secure logins
Softr apps are mobile-ready by default. Let clients check project timelines or upload documents from any device—no extra design work needed.
Works on any device
Softr apps are mobile-ready by default. Let clients check project timelines or upload documents from any device—no extra design work needed.
Automations
Build native automations to handle status notifications and budget alerts automatically whenever project records are updated in your database.
User groups
Provide separate logins for internal teams and external clients, creating personalized dashboards so each user sees only their relevant tasks.
Advanced permissions
Apply rules for different client tiers. Customize who can view, edit, or approve project milestones at a granular, record-level basis.
Security
Protect sensitive project and financial information from threats. Softr is fully compliant with SOC2 and GDPR regulations.
Why Softr vs other software
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.
Easy, fast setup
Build your client facing project management tool in minutes with AI—no manual configuration or setup needed.
Consolidate your stack
Add features like budget tracking, feedback forms, or automated task summaries as your agency's workflows evolve.
Flexible as you grow
Start with a project tool, then add billing portals, document hubs, or forms—all in one place with no extra tools.
Generate a custom project management tool in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your client facing project management tool
Describe what you need. Softr's AI builds it in minutes. Get started free—no setup time, no dev needed.