Optimize resource distribution, enhance campaign efficiency, and align with your marketing team's goals using a fully customizable platform.


Build a marketing resource allocation tool with only the features and workflows your team needs. Adapt and update as your requirements change—no code.
Connect spreadsheets, marketing tools, and analytics systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your marketing efforts.
Give your marketing team the right tools and access for managing resources. Set up secure logins, user groups, and granular permissions—no IT support needed.
Let team members, managers, or freelancers see only the dashboards and resource pools relevant to their roles.
Let team members, managers, or freelancers see only the dashboards and resource pools relevant to their roles.
Connect with tools like Make, Zapier, or N8N to automate resource requests, approvals, or status updates.
Manage marketing allocations and updates on desktop or mobile. The tool is mobile-ready out of the box.
Enable fast, secure logins for your marketing team using Google, email, or SSO—no IT tickets required.
Protect sensitive marketing data with SOC2 and GDPR compliance, plus detailed access controls at every level.
Marketers can ask AI about budgets, channels, or results—answers surface instantly, right inside your resource allocation tool.
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.
Launch your marketing resource allocation tool in minutes with simple drag-and-drop building blocks.
Easily adjust team workflows, budgets, or campaign tracking as your allocation needs change.
Manage resources, budgets, and project dashboards—all in one place, with no extra tools needed.
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 marketing resource allocation tool is a secure platform where your team can log in to manage, track, and allocate marketing resources—such as budgets, campaign assets, timelines, and team assignments. It centralizes your workflows, so you don’t have to juggle multiple spreadsheets or scattered emails. This makes it easier to keep track of resource usage, optimize planning, and ensure everyone is aligned and up to date.
Softr makes it simple to build a marketing resource allocation tool that fits your team's unique workflow. You can connect your existing data sources—like Airtable for campaign data, HubSpot for contacts, or Notion for documents—and set up a centralized tool where users can view allocations, update budgets, upload assets, and track project progress all in one place.
No coding is required. You can start with a template or customize from scratch, control who sees what, and brand the tool to match your organization. It’s quick to set up, easy to update, and flexible enough to evolve as your marketing needs grow. This helps keep your resource management streamlined and professional.
You can build a wide range of features tailored to how your marketing team operates. Some common examples include:
\- User logins – so each team member can access their own projects or resource allocations
\- Custom dashboards – to display budget usage, campaign timelines, or asset status
\- Forms – for submitting resource requests, feedback, or approvals
\- File sharing – to upload and download marketing assets and documentation
\- Search and filters – to quickly find campaigns, assets, or resource data
\- Tables, lists, and detail views – to organize allocations, assignments, or project updates
\- Comments or status updates – to keep team communication organized
\- Charts – to visualize spending, resource allocation, or campaign performance
\- Calendar view – for tracking deadlines, launches, or planning cycles
\- Permissions and roles – so different users only access information relevant to them
All these features can be added using Softr’s drag-and-drop blocks, so you don’t need to code. And as your processes change, you can easily update your tool anytime.
No coding is necessary. You can build your entire marketing resource allocation tool using 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 teams or departments within a single marketing resource allocation tool. Each user only sees the budgets, campaigns, and resources assigned to their team or department, based on their login and role. This is especially helpful for marketing agencies or organizations coordinating resources across multiple groups.
Softr supports a wide range of data sources for your marketing resource allocation tool. 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 marketing data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same app and display them side by side—so your marketing resource allocation tool can pull in data from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so any changes in your tool or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your marketing resource allocation tool. You can customize the layout, navigation, and content to fit your brand and your workflow. Each page or block can be shown or hidden based on who’s logged in, so every user only sees what’s relevant to their team or department.
You can also set up different user roles, such as marketing manager, team member, or admin—and define exactly what each role can view or edit. For example, team members can see only their own campaigns and resource allocations, while admins can manage all data across departments. Personalized views can be created by filtering data based on the logged-in user.
This level of customization is especially useful when managing multiple teams, campaigns, or projects in the same tool. It helps keep the experience clean, secure, and tailored to each user.
Yes, you can. You don’t need existing marketing data in another platform to get started with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with your marketing resource allocation tool.
But if you already store marketing data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your marketing data is structured and displayed in your tool.
Yes, you can fully white-label your marketing resource allocation tool in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the tool feel like a seamless part of your organization. You can also remove all Softr branding, so your team and stakeholders only see your company’s identity while using the tool.
Yes, absolutely. Softr gives you a lot of flexibility to control both the design and layout of your marketing resource allocation tool. You can adjust colors, fonts, spacing, and page structure to fit your brand and workflow. You’re able to decide how each page is organized, which blocks appear where, and what different users see when they log in.
To present your data, you can use various block types based on what’s needed:
\- Table blocks – to display structured data like campaign budgets, team allocations, or project timelines
\- List or Card blocks – to highlight key resources, campaigns, or marketing assets
\- Detail View – to focus on one allocation or resource at a time, such as a project breakdown
\- Forms – for submitting new allocation requests or feedback
\- Charts – to provide insights into budget use, resource distribution, or campaign performance
\- Calendar blocks – to keep track of deadlines, meetings, or campaign launch dates
If your content or design requirements change, you can easily update everything right in the visual builder.
Softr is built with security in mind. All data in your marketing resource allocation tool is encrypted in transit (TLS) and at rest, and your apps run on secure, reliable infrastructure. You have full control over who can access or modify information within your tool: set up role-based permissions, manage users directly from your data source, use visibility rules, and apply global restrictions to protect sensitive marketing and budget data.
For tools connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time according to your access settings. You always control your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and ongoing monitoring to help keep your information secure.
You can get started for free. Softr’s Free plan lets you publish one app—such as your marketing resource allocation tool—with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your tool needs more users or advanced features, you can explore the paid plans: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing tools—like your marketing resource allocation tool—without needing to code or depend on developers. What makes it stand out is how quickly you can move from idea to a working solution, and how seamlessly it connects with your existing data sources.
Unlike some no-code tools focused on mobile apps or developer-centric workflows, Softr is designed for non-technical teams who need control over layout, user experience, and permissions. You can build directly on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded tools that your marketing team or leadership can use.
Everything is customizable, from content and design to who can see what. With built-in support for user roles, forms, conditional logic, and APIs, you don’t need to cobble together multiple tools to deliver a robust resource allocation platform.
Yes. Softr supports a wide range of integrations so you can connect your marketing resource allocation tool to the rest of your software stack. You can automate reporting, sync with platforms like Slack or email, and streamline your processes using Zapier, Make, or N8N. Advanced users can leverage REST API and webhooks for even more customized automations.
Whether you want to send allocation updates to another system, trigger notifications based on changes, or pull in data from other marketing tools, you can build these workflows into your tool—no coding necessary.