Manage schedules, track projects, and streamline operations with a custom app tailored to your consulting business needs.


Create a consultant management setup tailored to your workflow. Add only the views and features you need, and adjust as your team evolves.
Connect spreadsheets, project management tools, and HR systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your consultants.
Manage consultants and projects efficiently. Set up secure logins, user groups, and detailed permissions—no IT or development needed.
Provide tailored dashboards and access for consultants, managers, and support staff—so each role sees just what they need.
Provide tailored dashboards and access for consultants, managers, and support staff—so each role sees just what they need.
Connect with tools like Make, Zapier, or N8N to automate project updates, notifications, and reporting tasks.
Let your team access consultant info and manage tasks from any device—apps are mobile-ready out of the box.
Use Google, email, or SSO logins to give your team fast, secure access to the consultant management system.
Keep sensitive consultant and client data secure with SOC2 and GDPR compliance, plus detailed access controls.
Consultants can ask AI about project details or HR info and get instant answers directly inside your management 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.
Quickly build your consultant management tool with drag-and-drop blocks—no coding needed.
Easily adjust workflows, add integrations, or track more consultants as your needs change.
Manage consultants, projects, and tasks—all in one place, without juggling multiple tools.
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.












Consultant management software is a secure platform designed to help consulting firms or teams manage their projects, consultants, and client engagements all in one place. It provides a centralized space where consultants and managers can access project updates, share documents, assign tasks, and track timelines. This streamlines collaboration, keeps all information organized, and helps deliver a smoother experience for both your team and your clients.
Softr makes it easy to build consultant management software tailored to fit your firm’s workflow. You can connect your existing data sources—such as Airtable, Notion, HubSpot, monday.com, SQL, and more—and create a platform where consultants can log in, view assignments, update project status, upload deliverables, and manage documents, all in one place.
There’s no need to code anything. You can start with templates or build from scratch, adjust layouts, control access permissions, and brand the software to match your consultancy. It’s quick to launch, simple to maintain, and flexible enough to grow as your team’s needs evolve. It just helps everything stay organized and look professional.
You can integrate a wide variety of features into your consultant management software, depending on how your consulting projects are managed. Common examples include:
\- User logins – so each consultant or manager can access their own projects and data
\- Custom dashboards – to show project statuses, hours logged, or deliverable milestones
\- Forms – for onboarding new consultants, submitting project updates, or gathering client feedback
\- File sharing – so team members can upload and download project documents securely
\- Search and filters – to quickly find consultants, assignments, or files
\- Tables, lists, and detail views – to display tasks, clients, or project histories
\- Comments or status updates – so all communications stay in one place
\- Charts – to visualize project progress, resource allocation, or billable hours
\- Calendar view – for tracking project deadlines, meetings, or key events
\- Permissions and roles – so admins, consultants, and clients only see what’s relevant to them
All of these can be built using Softr’s drag-and-drop tools—no coding required. And if your processes change, it’s easy to update your software anytime.
No coding is required. You can build your consultant management software entirely using Softr’s visual editor. Everything from layouts to user roles and permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or consulting teams in a single consultant management software workspace. Each user only sees the projects, documents, and information assigned to them, based on their login and role. This setup is perfect for consulting firms or independent consultants handling several clients or teams at once.
Softr supports a wide range of data sources for your consultant management software. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and others. You can also use the REST API to connect to additional data sources.
You’re not limited to one source—your consultant management platform can pull in and display data from multiple tools at the same time. Most data sources offer real-time, two-way sync, so your projects and client records stay up to date automatically.
Yes, Softr allows you to fully customize the experience and permissions within your consultant management software. You can tailor layouts, menus, and content to match your consulting brand and workflow. Each section or page can be shown or hidden based on the user’s role, so every client or team member only sees what’s relevant to their projects.
You can set up specific user roles, like consultant, client, or admin, and define exactly what each can view or edit. For example, clients can access just their own project details, while consultants and admins can manage all assignments. You can also filter data to personalize views based on who’s logged in.
This level of customization is ideal for managing multiple clients, teams, or projects in one solution—keeping everything secure, organized, and tailored to each user.
Yes, you can. You don’t need to have your client or project data stored elsewhere to start building your consultant management software with Softr. If you’re starting fresh, you can use Softr Databases, which is fully integrated and works seamlessly within your consultant management platform.
If you already manage your consulting data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. Plus, the REST API connector lets you bring in data from other systems. Either way, you have full control over how your consulting data is organized and displayed.
Yes, you can fully white-label your consultant management software in Softr. You can apply your own logo, brand colors, fonts, and even set up a custom domain so the platform feels like a natural extension of your consulting business. All Softr branding can be removed, ensuring that your consultants and clients interact exclusively with your company’s identity throughout the platform.
Absolutely. Softr lets you customize both the design and layout of your consultant management software. You can adjust colors, fonts, spacing, and the overall page structure to align with your consultancy’s brand. You also have control over which blocks appear on each page, where they are positioned, and what different user types (consultants, clients, managers) see when they log in.
To organize your data and workflows, you can use a variety of blocks:
\- Table blocks – to manage project assignments, timesheets, or consultant rosters
\- List or Card blocks – to display consultant profiles, client lists, or resource libraries
\- Detail View – to show individual consultant dashboards or client project details
\- Forms – for onboarding, feedback, or data collection
\- Charts – to visualize KPIs or project progress
\- Calendar blocks – to track meetings, project deadlines, or resource availability
If you need to adjust your content or structure, you can easily make updates using Softr’s visual builder.
Softr is designed with security at its core. All data for your consultant management software is encrypted both in transit (TLS) and at rest, and your platform is hosted on secure, reliable infrastructure. You can manage who has access to different sections of your software by setting role-based permissions, managing users within your data source, setting up visibility rules, and applying global restrictions to ensure sensitive information is protected.
If your consultant management software is connected to external sources like Airtable, Notion, or SQL, Softr does not store your data—it simply displays it in real time according to your permissions. This means you retain complete control over your data and who can access or edit it.
Softr also adheres to industry standards for authentication, access control, and platform monitoring to keep your consultancy’s information safe.
You can start building your consultant management software for free. Softr’s Free plan allows you to publish one app with up to 10 app users and 2 user groups, and works with common data sources like Softr Databases, Airtable, and Google Sheets.
If your consultant management platform needs to support more users or advanced features, there are paid plans available to fit different needs. You can review all pricing details here: <http://softr.io/pricing>
Softr is built to make it easy to create robust, user-friendly apps—like consultant management software, client portals, or internal tools—without coding or relying on developers. What sets Softr apart is how quickly you can go from idea to a fully functioning consultant management platform, and how well it integrates with your existing data sources.
While some no-code tools focus on building mobile apps (like Glide) or are more technical and developer-focused (like Retool), Softr is designed for non-technical teams who want full control over appearance, user experience, and permissions. You can connect to tools like Airtable, Google Sheets, Softr Databases, or SQL to use live data, and craft a branded, secure platform that your consultants and clients can access.
Everything is customizable through a visual interface, from content and design to user roles and permissions. Plus, Softr includes features like forms, conditional logic, and API support, so you don’t need to piece together multiple tools to build a polished management solution.
Yes, you can. Softr supports a variety of integrations, so your consultant management software can seamlessly connect with the rest of your tech stack. You can sync with tools like Stripe for payments, Intercom for messaging, and automate processes using Zapier, Make, and N8N. Softr also provides REST API and webhook support for more advanced automation needs.
Whether you want to trigger automations based on user activity, send data to other platforms, or integrate information from external tools, you can set it up in your consultant management software—all without writing code.