Build your consulting dashboard without code
Track project status, manage billing, and view team utilization in an AI-powered consulting dashboard built with AI you can customize.
Build exactly what your firm needs
Customize a consulting dashboard that looks sleek and modern out of the box. Add only the features you need, and iterate as workflows evolve.
Interactive client project tracking
Automated billing and financials
AI-powered data queries
Resource and team utilization
Secure client portal access
Project document and file sharing
Unify your project data in real time
Connect project trackers, financial data, and CRM records with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your firm.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Access your dashboard while onsite or turn it into a downloadable app for your team with one click.
Works on any device
Softr apps are mobile-ready by default. Access your dashboard while onsite or turn it into a downloadable app for your team with one click.
Automations
Build native automations to handle client notifications, status updates, and billing synchronization automatically whenever project records change.
User groups
Provide separate logins for consultants and clients, creating personalized reporting dashboards that show only relevant project information.
Advanced permissions
Apply rules for different user levels. Customize who can view financial data or edit project timelines at a granular level.
Security
Protect sensitive firm and client information 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 consulting dashboard in minutes with AI—no manual configuration or developer time required.
Consolidate your stack
Add tracking for billing, resource utilization, or client approvals as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a dashboard, then add client portals, resource tools, or forms—all in one place with no extra tools.
Generate a custom consulting 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 consulting dashboard in minutes
Describe what you need. AI builds it. Get started free with no setup time or developer needed.