Track tasks, manage approvals, and share files in an AI-powered system built with AI and customized to fit your agency's creative workflow.




Customize a project management tool with the exact campaign tasks and client views your team needs. Add features as your agency evolves—no code.




Connect task lists, asset links, and budget trackers with real-time sync—or manage everything in Softr Databases. Create one source of truth for your agency's workflows.
Give each account manager and creative the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Give different team members tailored dashboards, so project managers see timelines while designers see their specific assigned tasks.
Give different team members tailored dashboards, so project managers see timelines while designers see their specific assigned tasks.
Streamline operations with Softr Workflows. Trigger native notifications when a deliverable is approved or a task status changes.
Access and update your project timelines on the go. All agency tools are mobile-ready out of the box for teams in the field or at meetings.
Use Google or email logins to give your agency team fast, secure access to campaign data—no internal IT tickets needed.
Keep sensitive client campaign data and agency files safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 marketing project tool in minutes with AI—no manual configuration or developer support needed.

Add features like client approval workflows, file sharing, or team scheduling as your counts grow—no rebuild needed.

Start with task tracking, then add client portals, dashboards, or resource scheduling—all in one place.
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.
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.




Marketing agency project management software is a secure, centralized hub where your creative team and clients can collaborate on campaigns, deliverables, and deadlines. It consolidates creative briefs, asset approvals, and project timelines into one interface, eliminating the need for fragmented email chains and disconnected spreadsheets. This ensures your account managers stay organized while providing a transparent, professional experience for your clients.
Softr is the first AI-native platform for building business software, making it uniquely suited to create project management tools that adapt to your agency's specific creative workflow. You can describe your unique process—like multi-stage approvals or campaign tracking—to the AI Co-Builder to instantly generate your database, task boards, and client views, all fully connected and secure.
You don’t need to code to get started. You can generate your app with AI, use a specialized agency template, or build from scratch. Everything runs on Softr Databases, or you can sync with existing tools like Airtable or Google Sheets where you might already track media spend or content calendars. You have full visual control to brand the interface with your agency’s identity and set precise permissions so clients only see their specific project progress.
Your software can include a wide range of features tailored to creative and analytical workflows. A high-performing agency tool typically combines core tracking blocks with AI-driven capabilities:
- AI-Powered Intelligence – Use Ask AI to let account managers query campaign performance data, or set up Database AI Agents to automatically summarize creative briefs or generate initial SEO meta-tags for content tasks.
- Vibe Coding Blocks – Build custom UI elements—like a high-fidelity creative asset gallery—using the AI Code block to "vibe code" exactly how you want your portfolio or proofs to look.
- Softr Workflows – Build native automations, such as an automatic Slack notification to a designer when a client leaves feedback on a task or a sync to a billing system when a milestone is reached.
- User Portals & Logins – Securely manage access so creative freelancers see their assigned tasks while clients access their specific campaign dashboards.
- Forms & Data Collection – Standardize your intake process with custom creative brief forms, file uploads for brand assets, and conditional logic.
- Dashboards & Charts – Visualize agency KPIs, billable hours, and campaign ROI with real-time charts for both internal leadership and client reporting.
- Lists & Advanced Filtering – Manage your pipeline with searchable Kanban boards for design stages, Gantt-style views for launch dates, and detailed task record views.
Everything is drag-and-drop, and if your agency expands into new services, the Vibe Coding block lets you generate tailored components with ease.
Vibe coding allows your agency to move from a process idea to a functional tool at the speed of thought. You can "vibe code" your project management software by describing your specific agency requirements—like 'create a dashboard for tracking social media ad approvals'—to the AI Co-Builder. Softr then generates a production-ready application on a secure, scalable foundation.
While other tools might give you raw snippets of code that break, Softr handles the high-stakes infrastructure—like secure client login, database architecture, and role-based access—natively. This provides the agility of AI generation without the technical debt of managing custom code. You describe the workflow, Softr builds the interface, and your team can start logging hours and approving assets immediately.
Yes. You can support your entire roster of clients and various internal departments (copy, design, strategy) within a single portal. Each stakeholder only sees the specific projects, task lists, and files assigned to them based on their unique login. This is ideal for agencies that want to maintain a single source of truth while ensuring total privacy and data isolation between different client accounts.
Yes, you can. You don't need an existing database to start organizing your agency's work in Softr. If you're building from the ground up, you can use Softr Databases to store your project tasks, team members, and client records directly within the platform for a seamless experience.
However, if your agency already uses Airtable for content calendars, Google Sheets for performance tracking, or HubSpot for CRM, you can easily connect those sources. You can also utilize the REST API to pull in data from niche marketing tools. In any scenario, you maintain complete control over how your agency's data is structured and presented to your team.
Softr Databases is the recommended native data source, offering specialized performance for business apps. It allows for instant automation triggers and high-speed interaction, which is critical when your team is frequently updating task statuses and uploading large creative files.
If your data is siloed elsewhere, Softr connects to 17+ external sources including Airtable, Google Sheets, HubSpot, SmartSuite, and SQL databases. You can even combine sources—for example, pulling client contact info from HubSpot and creative tasks from Softr Databases into the same dashboard. Most integrations support two-way sync, ensuring your project status is accurate everywhere your team works.
Yes, Softr provides granular control over the agency experience. You can customize the navigation and layouts to fit your specific project phases. Every block or page can be gated so that a freelance designer sees only their assigned tasks, while a client sees only the final high-level project timeline and approval buttons.
By setting up roles like 'Client,' 'Project Manager,' and 'Creative,' you can define precisely who can edit data versus who can only view updates. For instance, you might allow clients to upload brand assets but prevent them from changing internal project budgets. This tailoring ensures your internal agency workflows remain private while your client interactions stay professional and focused.
Yes, you can fully white-label the software to match your agency’s brand. By using your own custom domain, logo, and brand color palette, the portal becomes a seamless part of your client service offering. You can remove all Softr branding to ensure that when clients log in to check project status, they see a premium, bespoke tool provided by your agency.
Yes, Softr offers extensive flexibility to design a layout that matches your agency's creative standards. You can modify fonts, spacing, and page structures to ensure the tool feels like a high-end agency product. You choose which data blocks appear for specific project views:
- Table blocks – for tracking detailed content calendars or budget line items.
- List or Card blocks – for showcasing creative concepts and mood boards.
- Detail View – for deep dives into specific campaign briefs or task details.
- Forms – for gathering client feedback or creative requests.
- Charts – for reporting on social media engagement or spend metrics.
- Calendar blocks – for visualizing launch dates and content schedules.
If your agency adds a new service line, like video production, you can quickly update the visual builder to include new stages or file requirements.
Security is a core priority for Softr. All agency data is protected with TLS encryption in transit and is encrypted at rest, hosted on SOC 2 Type II compliant infrastructure. You have complete control over data visibility; role-based permissions ensure that sensitive information, like client contracts or internal margins, is never exposed to the wrong party.
For agencies using Softr Databases, data is stored securely in Germany. If you prefer to keep your data in Airtable or an SQL database, Softr simply acts as a secure interface, displaying data in real-time without storing it. This allows you to maintain your existing security protocols while benefiting from a custom project management interface.
It is fully production-ready. While other AI 'vibe coding' tools generate unstable, custom code that requires a developer to maintain, Softr builds your project management software on a robust, business-grade foundation.
We provide the essential infrastructure—secure hosting, client authentication, and complex permission logic—natively. This bypasses the difficulty of managing raw code, giving your agency the speed of AI generation with the reliability of a professional SaaS product. Your team can start managing real client deliverables from day one.
Softr is the first AI-native platform specifically built for professional business software. Unlike 'one-size-fits-all' project tools that force you into a specific layout, or complex no-code tools that require weeks of learning, Softr’s AI Co-Builder generates a tailored agency app in minutes on top of a secure foundation.
You get a hybrid advantage: use AI to rapidly generate your database and task logic, then use the visual editor for pixel-perfect branding. It offers built-in business features like client logins and granular roles that most other tools require you to build from scratch, making it the fastest way for a non-technical agency to build a custom solution.
Yes. Softr allows you to build powerful native workflows and connect with the tools your agency already uses. You can automate internal tasks using Softr Workflows—like triggering an email when a client approves a creative asset—or integrate with Stripe for automated project invoicing. Softr also supports webhooks and a REST API for advanced needs.
Whether you need to sync task updates to a team Slack channel or pull performance data from a third-party analytics tool, you can build these integrations directly into your project management software without writing code.
Describe your agency's workflow. Softr's AI builds your project management tool in minutes.