Build consultant management software, no code
Track skill matching and project assignments in an AI-powered system built with AI you customize to fit your firm's unique workflows.
Build exactly what your firm needs
Customize a consultant management software that looks sleek out of the box. Add only the features you need and iterate as your team grows.
Centralized consultant database
Project assignment tracking
Real-time availability updates
Billable hours reporting
Contract and document storage
AI-powered skill matching
Unify your consultant data 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 consulting business.
Custom access for every team. Built-in security.
Give each manager and staff member the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give managers and staff tailored access and dashboards, so each role sees just the projects and availability reports they need.
User groups
Give managers and staff tailored access and dashboards, so each role sees just the projects and availability reports they need.
Automations
Streamline your internal processes with Softr Workflows. Trigger native automations for assignment notifications or availability status changes.
Works on any device
Access and update your consultant database and billable tracking on the go. All internal tools are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to the management system—no IT tickets needed.
Security
Keep internal consultant and contract data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 consultant management software in minutes with AI—no manual configuration or setup needed.
Consolidate your stack
Add features like billable hour reporting or contract storage as your consultancy evolves—no rebuild needed.
Flexible as you grow
Start with management, then add client portals, dashboards, or forms—all in one place with no extra tools.
Generate a custom consultant management software 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
Launch your consultant management software today
Go from idea to live resource management in under an hour. Build and customize your software without code.