Project Management

Build marketing agency project management software, no code required

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

A user interface displaying a project management dashboard for a marketing agency, featuring task lists, project timelines, team member avatars, and progress indicators.
marketing agency project management software mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your project data in real time

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.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Empower your agency team with the right project tools and access. Set up secure logins, user groups, and granular permissions—no IT help needed.

Advanced permissions

Give account managers, designers, and other team members tailored access so each role sees only their assigned projects and tasks.

User groups

Give account managers, designers, and other team members tailored access so each role sees only their assigned projects and tasks.

Automations

Connect with tools like Make, Zapier, or N8N to automate project updates, client notifications, and routine tasks.

Works on any device

Access and update your agency’s projects from anywhere. Softr apps are mobile-ready out of the box.

Easy, secure logins

Team members can log in via Google, email, or SSO for secure, quick access—no IT tickets required.

Security

Protect project and client data with SOC2 and GDPR compliance, plus robust access controls at every level.

AI Magic

Give agencies an AI assistant

Let your team ask AI about project status, tasks, or files—answers surface instantly within your project management workspace.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building marketing agency project management software

Easy, fast setup

Spin up your agency’s project boards and client portals in minutes—no coding or design skills needed.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add campaign tracking, feedback forms, or automations as your projects and teams evolve—no hassle.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage projects, clients, assets, and reports in one place—no more switching between tools.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom marketing agency project management in minutes

Connect to your data in seconds

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.

Customize layout and logic

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.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is marketing agency project management software?
What are the benefits of building marketing agency project management software with Softr?
What types of features can I build into my marketing agency project management software?
Do I need to know how to code to build marketing agency project management software in Softr?
Can I manage multiple clients or teams in the same marketing agency project management software?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my marketing agency project management software in Softr, including using my own branding?
Can I customize the design and layout of my marketing agency project management software?
How secure is my data in Softr apps?
How much does it cost to build a marketing agency project management software with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

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