Build a client project management dashboard
Track progress and share assets in an AI-powered portal built with AI that you customize to fit your team's unique project workflows.
Build exactly what your clients need
Customize your dashboard with the exact project views and steps your team needs. Add features like feedback loops as your processes evolve.
Centralized project status tracking
Secure document and asset sharing
Collaborative task feedback loop
Structured project approval requests
AI-generated project insights
Automated status notifications
Bring all your project data together in real time
Connect timelines, budgets, and asset links from your spreadsheets or CRMs—or manage everything in Softr Databases. Create a single source of truth for every project.
Give every client a custom, secure experience.
Give each client the right project views and access in a branded portal. Set up secure logins, user groups, and specific permissions in minutes.
Easy, secure logins
Project dashboards are mobile-ready by default. Turn it into a downloadable app so clients can check milestones on the go—no extra design work.
Works on any device
Project dashboards are mobile-ready by default. Turn it into a downloadable app so clients can check milestones on the go—no extra design work.
Automations
Build native automations to handle status updates and instant notifications whenever a project deadline is met or a task is approved.
User groups
Provide separate logins for project managers and clients, creating tailored dashboard views for each stakeholder involved in the project.
Advanced permissions
Apply rules so clients can only view their own projects, while your team can edit budgets and timelines at a granular level.
Security
Protect client proprietary data and project assets from security 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 project management dashboard in minutes with AI—no manual configuration or coding needed.
Consolidate your stack
Add features like approval requests, task feedback, or insights as your client workflows evolve—no rebuild needed.
Flexible as you grow
Start with a project dashboard, then add client portals or internal forms—all in one place with no extra tools.
Generate a custom project management dashboard with AI
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 project management dashboard
Describe what you need. Softr's AI builds your custom project dashboard in minutes without code.