Resource Management

Build your own marketing resource allocation tool, no code required

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

A user interface displaying a marketing resource allocation tool with charts, input fields, and options for distributing budgets across different marketing channels.
marketing resource allocation tool mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your marketing data in real time

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.

Explore all data sources
Power

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

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.

Advanced permissions

Let team members, managers, or freelancers see only the dashboards and resource pools relevant to their roles.

User groups

Let team members, managers, or freelancers see only the dashboards and resource pools relevant to their roles.

Automations

Connect with tools like Make, Zapier, or N8N to automate resource requests, approvals, or status updates.

Works on any device

Manage marketing allocations and updates on desktop or mobile. The tool is mobile-ready out of the box.

Easy, secure logins

Enable fast, secure logins for your marketing team using Google, email, or SSO—no IT tickets required.

Security

Protect sensitive marketing data with SOC2 and GDPR compliance, plus detailed access controls at every level.

AI Magic

An AI assistant for marketers

Marketers can ask AI about budgets, channels, or results—answers surface instantly, right inside your resource allocation tool.

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 resource allocation tool

Easy, fast setup

Launch your marketing resource allocation tool in minutes with simple drag-and-drop building blocks.

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

Consolidate your stack

Easily adjust team workflows, budgets, or campaign tracking as your allocation needs change.

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

Flexible as you grow

Manage resources, budgets, and project dashboards—all in one place, with no extra tools needed.

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

Related use cases

Build your Resource Management tool today

Set up your first marketing resource allocation tool with ease
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