Plan campaigns, assign tasks, and track progress with a customizable project management tool tailored to your agency's workflow.


Create a project management system built for your agency. Add only the views and features your team uses, and adapt as your workflow changes.
Connect spreadsheets, project management tools, and client systems with real-time sync—or manage everything in Softr Databases. Centralize your agency's projects and tasks.
Empower your agency team with the right project tools and access. Set up secure logins, user groups, and granular permissions—no IT help needed.
Give account managers, designers, and other team members tailored access so each role sees only their assigned projects and tasks.
Give account managers, designers, and other team members tailored access so each role sees only their assigned projects and tasks.
Connect with tools like Make, Zapier, or N8N to automate project updates, client notifications, and routine tasks.
Access and update your agency’s projects from anywhere. Softr apps are mobile-ready out of the box.
Team members can log in via Google, email, or SSO for secure, quick access—no IT tickets required.
Protect project and client data with SOC2 and GDPR compliance, plus robust access controls at every level.
Let your team ask AI about project status, tasks, or files—answers surface instantly within your project management workspace.
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.
Spin up your agency’s project boards and client portals in minutes—no coding or design skills needed.
Add campaign tracking, feedback forms, or automations as your projects and teams evolve—no hassle.
Manage projects, clients, assets, and reports in one place—no more switching between tools.
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.












Marketing agency project management software is a secure platform where your team and clients can collaborate on campaigns, track project progress, share files, and view timelines. It keeps all project communication and assets organized in one place, so you don’t have to juggle messy email threads or scattered spreadsheets. This makes managing campaigns smoother and helps deliver a more professional experience for your agency and clients.
Softr makes it easy to create marketing agency project management software tailored to how your agency operates. You can connect your data from tools like Airtable, HubSpot, Notion, monday.com, SQL, and more, then set up a portal where team members and clients can log in, check project updates, submit requests, and access deliverables—all in one place.
There’s no need to code. You can start from a template or build your workflow from scratch, customize the layout, control access permissions, and brand it to match your agency’s identity. It’s quick to launch, easy to update, and flexible enough to scale as your agency grows.
You can include a variety of features in your marketing agency project management software to fit your workflow. Common examples include:
\- User logins – so clients and team members can securely access their projects
\- Custom dashboards – to display campaign status, deadlines, or budget info
\- Forms – for collecting creative briefs, feedback, or change requests
\- File sharing – for uploading and downloading assets and deliverables
\- Search and filters – to help users quickly find the right project or file
\- Tables, lists, and detail views – to manage tasks, feedback, or project milestones
\- Comments or status updates – so communication stays connected to each project
\- Charts – to visualize campaign performance, timelines, or resource allocation
\- Calendar view – for tracking meetings, deadlines, and review dates
\- Permissions and roles – so clients and team members only see what’s relevant to them
All these features can be built using Softr’s drag-and-drop blocks, and you can easily update your software as your agency’s needs change.
No coding skills are needed. You can build your marketing agency project management software entirely using Softr’s visual editor. Everything from layouts to permissions is customizable without writing a single line of code.
Yes. You can manage multiple clients and internal teams in a single instance of the marketing agency project management software. Each user—whether they're a client, project manager, or creative team member—only sees the projects, tasks, and assets assigned to them, based on their login and role. This setup is ideal for agencies juggling several campaigns or client accounts at once.
Softr supports a broad range of data sources for your marketing agency 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 pull in data from other platforms using the REST API.
You’re not limited to just one source—your project management software can integrate multiple data sources at once. This means you can bring in client briefs from Airtable and campaign results from HubSpot, displaying them side by side. Most sources support real-time, two-way sync, so your data stays up-to-date across all tools.
Yes, Softr lets you fully tailor the user experience and permissions within your marketing agency project management software. You can adjust the layout, navigation, and content to match your agency’s brand and operational needs. Each section or view can be displayed or hidden based on user roles, so clients, project managers, and creative teams only see what’s relevant to them.
You can define roles like client, account manager, or creative lead—and set exactly what each can access or edit. For example, clients can view their campaign timelines and deliverables, while your internal team manages all projects and resources. Filters and user-specific views make it easy to personalize the dashboard for everyone involved. This customization keeps your workspace efficient, secure, and user-friendly for every stakeholder.
Yes, absolutely. You don’t need to have existing data in another system to start managing your projects with Softr. If your marketing agency is starting from scratch, you can use Softr Databases, which is fully integrated with the platform and works seamlessly with your project management workflows.
If you already have project or client data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. There’s also a REST API connector for bringing in data from other sources. Either way, your agency has complete control over how you organize and display project data in your workspace.
Yes, you can fully white-label your marketing agency project management software in Softr. You can apply your agency’s logo, brand colors, fonts, and even use your own custom domain so the platform feels like a true extension of your agency. You can also remove all Softr branding, ensuring that your team and clients only see your agency’s identity throughout the project management experience.
Absolutely. Softr gives you a lot of flexibility to tailor both the design and layout of your marketing agency project management software. You can adjust colors, fonts, spacing, and page structure to match your brand guidelines. You control how each page is organized, choose which blocks go where, and set up what different users—like team members or clients—see when they log in.
To display your project data, you can add various block types depending on your needs:
\- Table blocks – for project milestones, deliverables, or timelines
\- List or Card blocks – to showcase campaigns, creative assets, or team assignments
\- Detail View – to focus on a specific project or task
\- Forms – for collecting briefs or feedback
\- Charts – for tracking KPIs or budgets
\- Calendar blocks – to display deadlines and meetings
If your project requirements or design needs change later, it’s easy to update everything right in the visual builder.
Softr is built with security as a top priority. All your agency and client data is encrypted in transit (TLS) and at rest, and the platform is hosted on secure, reliable infrastructure. You have full control over who can access what within your project management software. You can set up role-based permissions, manage users directly from your connected data source, define visibility rules, and apply restrictions to keep sensitive project information protected.
For software connected to external data sources like Airtable, Notion, or SQL, Softr never stores your data—it only displays it in real time based on your settings. You stay in control of your data, deciding exactly who can view or edit specific information.
Softr also uses industry best practices for authentication, access control, and continual platform monitoring to ensure your data remains safe.
You can get started for free. Softr’s Free plan lets you launch one project management app with up to 10 users and 2 user groups, and it includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your agency’s project management tool needs more users or advanced features, you can explore the paid plans for additional capabilities: <http://softr.io/pricing>
Softr is designed to make building robust, user-friendly apps—like marketing agency project management software, client dashboards, and internal tools—simple and code-free. What differentiates Softr is how quickly you can turn project ideas into a live app, and how seamlessly it connects to your existing data.
Unlike some no-code tools focused on mobile apps (like Glide) or more developer-centric platforms (like Retool), Softr is built for non-technical teams who want control over design, user experience, and permissions. You can build with real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, creating secure apps for your agency’s team and clients.
You can visually customize every detail—from layouts and branding to access levels. And since Softr includes features like user roles, forms, conditional logic, and API support out of the box, you don’t need to juggle multiple platforms to launch a polished project management solution.
Yes, you can. Softr supports a wide range of integrations, making it easy to connect your marketing agency project management software to the rest of your workflow. You can integrate with tools like Stripe for invoicing, Intercom for client communication, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for advanced workflows.
Whether you want to update a CRM, trigger notifications when a project phase is complete, or pull in data from other platforms, you can set up these automations without writing any code.