Build your own freelance workflow system
Manage clients, track tasks, and log billable hours in an AI-powered system built with AI to fit your professional services workflow.
Build exactly what your business needs
Customize your freelance workflow system with specific stages for onboarding and task tracking. Add features as your service offerings evolve.
Client intake and onboarding
Project task and deadline tracking
Billable hours and time logging
Document and asset sharing
Invoice generation and tracking
AI-powered project insights
Unify your project data in real time
Connect spreadsheets, task trackers, and client logs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each client and collaborator the right views and access. Set up secure logins, user groups, and granular permissions for your professional services portal in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Access your workflow system on the go and turn it into a downloadable mobile app for easy task updates and time logging.
Works on any device
Softr apps are mobile-ready by default. Access your workflow system on the go and turn it into a downloadable mobile app for easy task updates and time logging.
Automations
Build native automations to handle client notifications, deadline alerts, and automatic invoice generation whenever project milestones are marked as complete.
User groups
Provide separate logins for clients and contractors, creating personalized dashboards so each user only sees the tasks and documents relevant to them.
Advanced permissions
Apply rules for different stakeholders. Customize who can edit tasks, view billable hours, or download assets at a granular level within your workflow system.
Security
Protect your professional service data and client intellectual property. Softr is fully compliant with SOC2 and GDPR regulations to keep your business safe.
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 freelance workflow system in minutes with AI—no manual configuration or coding needed.
Consolidate your stack
Add features like client invoicing, time tracking, or document sharing as your business grows—no rebuild needed.
Flexible as you grow
Start with task tracking, then add client portals and automated invoicing—all in one place with no extra tools.
Generate a freelance workflow system with AI in minutes
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 freelance workflow system. No code.
Describe what you need. Softr's AI builds your custom workflow system in minutes.