Manage tasks, streamline workflows, and enhance collaboration with a customizable solution tailored for your digital agency projects.


Build a project management hub that fits how your agency works. Add only the features you need, and update your setup as your workflow changes.
Connect spreadsheets, task managers, and time tracking tools with real-time sync—or manage everything in Softr Databases. Create one source of truth for your projects.
Empower your digital agency with the right project tools and access for every team member. Set up secure logins and tailor permissions—no IT help required.
Provide your agency’s teams and clients with tailored dashboards, so each role sees just their assigned projects and tasks.
Provide your agency’s teams and clients with tailored dashboards, so each role sees just their assigned projects and tasks.
Connect with tools like Make, Zapier, or N8N to automate task assignments, approvals, or client updates.
Access your agency’s project management app from any device. Stay updated wherever your team is working.
Let your team and clients log in with Google, email, or SSO for simple, secure project access.
Protect your agency’s project data and client information with SOC2 and GDPR compliance and robust access controls.
Let your team ask AI for project updates, status, or deadlines—answers are instant and built right into your 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.
Build your agency’s project hub in minutes with drag-and-drop tools and pre-built templates.
Add features like client dashboards, task tracking, or approvals as your agency grows—no rebuilds needed.
Manage projects, clients, and internal tools all in one place—no switching between platforms.
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.












A digital agency project management software is a centralized platform where your agency team and clients can collaborate on projects, track progress, share files, and communicate in real time. It keeps all project-related information, timelines, and updates in one secure space, so you don’t have to juggle between emails and spreadsheets. This helps your agency stay organized, deliver projects more efficiently, and provide a better experience for both your team and your clients.
Softr makes it simple to build project management software tailored to your agency’s workflow. You can connect your existing data—like Airtable, HubSpot, Notion, monday.com, SQL, and more—and set up a workspace where your team and clients can log in, view project updates, collaborate, and access important files, all in one place.
You don’t need to code anything. Start with a template or build from scratch, customize layouts, set permissions, and brand it to match your agency’s identity. It’s quick to launch, easy to update, and flexible enough to grow with your agency’s needs. Everything just stays organized and looks professional.
You can include a wide range of features in your digital agency project management software, depending on your workflow. Popular options include:
\- User logins – so team members and clients can access only their relevant projects
\- Custom dashboards – to display project timelines, deliverables, or budgets
\- Task management – for assigning, viewing, and updating tasks
\- File sharing – to upload and download project assets securely
\- Comments and status updates – to keep all communication in context
\- Forms – for project briefs, feedback, or support requests
\- Search and filters – to quickly find projects or files
\- Tables, lists, and detail views – for tracking milestones, deadlines, or resources
\- Calendar view – for managing meetings and key dates
\- Permissions and roles – so team members and clients only see what’s relevant to them
All these features can be built with Softr’s drag-and-drop tools, so you don’t have to code. You can also easily make changes as your agency’s processes evolve.
No coding is required. You can build your digital agency project management software entirely with Softr’s visual editor. Everything from the layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or project teams within a single instance of the digital agency project management software. Each user sees only the projects, tasks, and files relevant to them, based on their login and assigned role. This organization is especially useful for agencies managing several clients or internal teams at once.
Softr supports a variety of data sources for your agency’s project management needs. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, ClickUp, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other sources using the REST API. You’re not limited to just one source—multiple data sources can be integrated into the same workspace, allowing your project management dashboard to pull in information from, for example, both Airtable and HubSpot. Many of these integrations also support real-time, two-way sync.
Yes, Softr offers full control over how users interact with your digital agency project management software. You can tailor the layout, navigation, and content to fit your agency’s brand and project workflows. Each page or block can be shown or hidden depending on the user’s login and role, so clients, project managers, and team members only see information relevant to them. You can set up roles such as client, agency admin, or project team member, and define exactly what each can view or edit. For example, clients may only access their own project dashboards, while agency staff can oversee all ongoing projects. Personalized views and filtered data ensure every user gets the right experience, keeping things organized, secure, and efficient for your agency.
Absolutely. You don’t need to have your agency’s project data in another system before getting started with Softr. You can begin from scratch using Softr Databases, which is built into the platform and integrates seamlessly with your project management workflows. If you already track projects or clients in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also lets you bring in data from other sources. Either way, you have full control over how your agency’s project data is structured and displayed.
Yes, you can fully white-label your digital agency project management software in Softr. You can use your own logo, agency colors, fonts, and custom domain so the platform feels like a seamless part of your brand. All Softr branding can be removed, ensuring your team and clients only see your digital agency’s identity throughout the project management experience.
Absolutely. Softr gives you plenty of flexibility to tailor the design and layout of your digital agency project management software. You can customize colors, fonts, spacing, and the overall page structure to match your agency’s style. Control how each workspace is organized, decide which blocks go where, and set specific views for different user roles within your team or clients.
To display project data, you can add different types of blocks depending on your needs:
\- Table blocks – for project lists, task tracking, or invoice management
\- List or Card blocks – to showcase team members, client contacts, or portfolio items
\- Detail View – to present individual project dashboards
\- Forms – for collecting project briefs or feedback
\- Charts – to visualize project KPIs or timelines
\- Calendar blocks – to manage deadlines and meetings
If you need to update your software’s design or content later, it’s easy to make changes directly in the visual builder.
Softr is built with security as a priority. All your agency’s project data is encrypted in transit (TLS) and at rest, with hosting on secure, reliable infrastructure. You have full control over user access in your project management software by setting up role-based permissions, managing users in your data sources, applying visibility rules, and using global restrictions to protect sensitive client or project information.
When connecting to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time based on your access settings. You’re always in control of your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform security to keep your agency’s information safe.
You can start building your digital agency project management software for free. Softr’s Free plan lets you publish one app with up to 10 active users and 2 user groups, plus support for standard data sources like Softr Databases, Airtable, and Google Sheets.
As your agency grows or you need more features, you can explore the paid plans to unlock higher user limits and advanced capabilities.
Softr stands out by making it easy to build fully functional, user-facing apps—like digital agency project management software—without needing to code or rely on developers. Its strength is how quickly you can go from idea to a working platform, tightly connected with your agency’s existing data sources.
Unlike some no-code platforms focused on mobile apps (like Glide) or more developer-centric tools (like Retool), Softr is designed for non-technical teams who want granular control over UX, layout, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, creating secure and branded project management tools for your agency.
Everything is customizable visually—from content and design to precise user permissions. Softr also includes built-in features like user roles, forms, conditional logic, and API support, so you don’t need to patch together multiple tools to launch a polished app.
Yes. Softr offers a wide range of integrations, making it easy to connect your digital agency project management software to the rest of your workflow. You can sync with tools like Stripe for payments, Intercom for communication, and automate processes using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automations.
Whether you want to send data to other systems, trigger workflows when project statuses change, or pull in information from other platforms, you can add these automations without needing to code.