Streamline tasks, manage resources, and enhance collaboration with a tailored solution for your creative agency's unique workflow


Build a project management setup that matches your agency’s process. Add only the features you need, and adjust as your projects evolve.
Connect spreadsheets, project trackers, and creative tools with real-time sync—or manage everything in Softr Databases. One source of truth for your projects.
Equip your creative agency with tailored project management tools. Give teams and clients the right access, permissions, and dashboards—no IT help required.
Give designers, account managers, and clients customized dashboards so each role gets exactly the info they need.
Give designers, account managers, and clients customized dashboards so each role gets exactly the info they need.
Connect with tools like Make, Zapier, or N8N to automate status updates, asset sharing, and project reminders.
Access and update project boards and files on the go. Your agency's portal is mobile-ready by default.
Let team members and clients log in securely with Google, email, or SSO—no IT tickets required.
Keep client projects and creative assets safe with SOC2 and GDPR compliance, plus detailed access controls.
Let your team ask AI about project status, budgets, or deadlines—answers come instantly, right inside your management portal.
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.
Set up your agency’s project boards and workflows in minutes—no coding or design skills needed.
Add creative review steps, client portals, or custom workflows as your agency grows—no rebuilds.
Manage projects, clients, and assets all in one place—no need for extra tools or subscriptions.
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.












Creative agency project management software is a centralized platform where your agency team and clients can track project progress, share files, view timelines, and stay updated on all your creative work. It streamlines communication and keeps all project details in one secure space, so you’re not juggling endless email threads or spreadsheets. This helps your agency stay organized and deliver a smoother, more transparent experience for both your team and your clients.
Softr makes it simple to build creative agency project management software that aligns with how your team works. You can connect your data from tools like Airtable, Notion, HubSpot, monday.com, or SQL, and create a dedicated workspace where your team and clients can log in, review project status, share feedback, and access files—all in one place.
You don’t need any coding experience. Start with a template or build your setup from scratch, customize layouts, control who sees what, and brand the portal to match your agency’s look. It’s quick to launch, easy to update as your projects evolve, and flexible enough to support your agency’s changing needs.
You can include a variety of features depending on your agency’s workflow. Some of the most common features are:
\- User logins – so each client or team member can access their own projects
\- Custom dashboards – to display project status, deliverables, timelines, or feedback
\- Forms – for creative briefs, feedback, or new project requests
\- File sharing – upload and download design files, documents, and assets securely
\- Search and filters – help users quickly find projects, tasks, or files
\- Tables, lists, and detail views – to show project milestones, tasks, or revision rounds
\- Comments or status updates – so everyone stays in the loop
\- Charts – to visualize progress, workload, or deadlines
\- Calendar view – for upcoming deliverables, meetings, or launch dates
\- Permissions and roles – so team members and clients only see relevant information
All of these can be created using Softr’s drag-and-drop blocks, so you don’t need to code. And if your agency’s process changes, it’s easy to update your portal anytime.
No coding is needed. You can build your creative agency project management software entirely with Softr’s visual editor. Everything from the layout to user permissions can be customized without having to write any code.
Yes. With our creative agency project management software, you can easily manage multiple clients or teams within a single platform. Each user only sees the projects and information relevant to them, based on their login and assigned role. This is especially helpful for agencies juggling several client accounts or collaborating with different departments on various campaigns.
Softr supports a variety of data sources to help your agency manage projects efficiently. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. Integrations with the REST API let you work with virtually any other data source as well.
You’re not limited to just one—combine multiple data sources within your agency’s project management system and view them side by side. For example, you can pull in creative briefs from Airtable and campaign updates from HubSpot. Most integrations offer real-time, two-way sync, so project information always stays up to date across your team and clients.
Yes, Softr lets you fully tailor the user experience and permissions to fit your creative agency’s needs. You can design the interface, navigation, and content to reflect your agency’s branding and preferred workflows. Each page or block can be shown or hidden based on the user’s role, ensuring every team member or client only sees what’s relevant to them.
You can also create custom user roles such as client, project manager, designer, or admin—and define exactly what each role can access or edit. For instance, clients can view only their own project updates, while internal teams can manage all ongoing work. Personalized views and filtered data help keep each user’s experience streamlined, secure, and tailored to their responsibilities.
Absolutely—you don’t need to have your agency’s project data in another tool to start using Softr. If you’re starting fresh, you can use Softr Databases, which is built directly into the platform and works seamlessly with your creative agency project management workflows.
If you do have existing project information in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. Softr also supports bringing in data from other sources via the REST API connector. This flexibility means you control exactly how your agency’s project data is organized and displayed in your workspace.
Yes, you can fully white-label your creative agency project management software in Softr. You can use your agency's logo, brand colors, fonts, and even a custom domain to make the platform feel like a seamless part of your agency’s digital presence. You can also remove all Softr branding so your clients and team members only see your agency’s identity throughout the project management experience.
Yes, you can. Softr offers plenty of flexibility to customize the design and layout of your creative agency project management software. You can adjust colors, fonts, spacing, and page structure to match your agency’s brand. You can also decide how each page is organized, choose which blocks go where, and set up different views for clients, project managers, or team members.
To present your project data clearly, you can add various types of blocks:
\- Table blocks – to manage project timelines, deliverables, or task lists
\- List or Card blocks – to feature client profiles, creative briefs, or resource libraries
\- Detail View – to drill into specific projects or campaigns
\- Forms – for creative requests or client feedback
\- Charts – to track project progress or budgets
\- Calendar blocks – to show deadlines, milestones, or meetings
If your needs change, you can easily update your layout and content in the visual builder.
Softr is designed with security as a top priority. All your project data is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. With Softr, you control who sees and edits project information in your agency management software. Set up role-based permissions, manage users within your data source, apply visibility rules, and enforce global restrictions to safeguard sensitive project details across all projects.
If you connect Softr to an external data source like Airtable, Notion, or SQL, your project data isn’t stored by Softr—it’s displayed in real time based on your access settings. You’re always in control of your agency’s data and who can view or update it.
Softr also adheres to industry best practices for authentication, access control, and platform monitoring to keep your project data safe.
You can start for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, supporting standard data sources like Softr Databases, Airtable, Google Sheets, and more. This is perfect for small agency teams or pilot projects.
If your project management software needs to support more users, advanced features, or custom domains, you can upgrade to a paid plan. You’ll find all the plan options here: <http://softr.io/pricing>
Softr is purpose-built to help you create fully functional, user-facing apps—like creative agency project management platforms, client portals, and internal tools—without any coding. What makes it stand out is how quickly you can turn your agency’s workflow into a working app, and how easily it connects to your existing data sources.
Unlike some no-code tools focused on mobile apps (like Glide) or those built for developers (like Retool), Softr is perfect for non-technical teams who want control over layout, user experience, and permissions. You can connect real-time project data from Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, branded project management experience for your team and clients.
With visual customization, user roles, forms, conditional logic, and built-in API support, you get everything you need to build a polished project management tool—no need to piece together multiple platforms.
Yes, you can. Softr supports a wide range of integrations so you can connect your creative agency project management software to your existing tools. Sync with platforms like Stripe for invoicing, Intercom for communication, and automate repetitive tasks using Zapier, Make, or N8N. Softr also includes REST API and webhook support for advanced workflow automation.
Whether you want to sync project updates with other systems, trigger automation based on project status changes, or pull information from external tools, you can set it all up within your project management software—without writing a line of code.