Plan projects, manage tasks, and track progress with a customizable app tailored to your professional services team's unique workflow.


Set up project management with only the views and workflows your team needs. Adjust and expand your setup easily as your client projects evolve.
Connect spreadsheets, time tracking tools, and other systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your projects.
Empower project managers, consultants, and staff with tailored tools, dashboards, and permissions—no IT help or code required.
Create tailored access and dashboards for project leads, consultants, and support roles so each sees only what's relevant to them.
Create tailored access and dashboards for project leads, consultants, and support roles so each sees only what's relevant to them.
Integrate with your PM tools to automate status updates, notifications, and client reporting—saving your team time.
Access your project management workspace on desktop or mobile for status checks and updates from anywhere.
Enable fast, secure access for your team with Google, email, or SSO logins—no IT tickets needed.
Safeguard client and project data with SOC2 and GDPR compliance, plus robust access controls.
Project teams get quick answers and insights from AI, right inside your project management app—saving time, every day.
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 project management tool in minutes with drag-and-drop blocks and ready-made templates.
Easily add client portals, task tracking, or reporting as your projects and team needs evolve.
Manage projects, clients, and internal workflows—all in one place, without extra tools or seats.
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.












Professional services project management software is a secure platform where your team and clients can collaborate on projects, track progress, share files, and stay updated on tasks and deadlines. It centralizes communication and project details in one place, so you can avoid scattered emails and spreadsheets. This helps everyone stay organized and ensures projects run smoothly from kickoff through completion.
Softr makes it simple to create a project management platform tailored to your professional services workflow. You can connect your existing data—whether it’s in Airtable, HubSpot, Notion, monday.com, SQL, and more—and set up a workspace where your team and clients can log in, track project status, share files, and manage tasks, all in one place.
There’s no coding required. You can start with a template or build from scratch, customize the layout, control access for different users, and brand it for your company. It’s quick to launch, easy to update, and flexible enough for any type of professional services engagement.
You can build a wide range of features based on how your professional services teams operate. Common features include:
\- User logins – so each team member or client can access their own projects and data
\- Custom dashboards – to show project progress, budgets, or resource allocation
\- Task lists – to track assignments, deadlines, and deliverables
\- Forms – for project intake, feedback, or status updates
\- File sharing – so teams and clients can upload and download documents securely
\- Search and filters – to help users quickly find specific projects or files
\- Tables, lists, and detail views – to display tasks, milestones, or client communications
\- Comments or status updates – to keep discussions visible and organized
\- Charts – to visualize project metrics, timelines, or resource use
\- Calendar view – for critical deadlines, meetings, or project milestones
\- Permissions and roles – so different users only see and do what they’re supposed to
All of these features are built using Softr’s drag-and-drop blocks—no coding needed. And if your process changes, you can easily update your workspace later.
No coding is needed. You can build your professional services project management software entirely with Softr’s visual editor. Everything from project structure to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within the same professional services project management software. Each user only sees the projects, tasks, and data assigned to them, based on their login and role. This setup is ideal for consultancies, agencies, or any service provider working with several clients or internal project teams at once.
Softr supports a wide range of data sources for your professional services project management software. 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 data from other systems using the REST API.
You’re not limited to just one. You can integrate multiple data sources within the same project management app and display them together—so your software can pull in project data from Airtable alongside client information from HubSpot. Most sources support real-time, two-way sync, so any changes in your app or source stay up to date automatically.
Yes, Softr gives you full control over how users experience your professional services project management software. You can tailor the layout, navigation, and content to match your team’s workflow and your company’s brand. Each page or block can be shown or hidden based on who’s logged in, so each user—whether they’re a client, project manager, or team member—only sees what’s relevant to them.
You can also set up different user roles, such as client, admin, or project collaborator, and define exactly what each role can view or edit. For example, clients can see only their own project details, while internal staff can manage all projects in the system. You can further personalize views by filtering project data based on the logged-in user.
This level of customization is especially useful when managing multiple projects, teams, or clients in the same software, helping keep the experience organized, secure, and tailored for every user.
Yes, you can. You don’t need to bring your data from somewhere else to start building your professional services project management workflows with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your project management application.
If you already have existing project or client data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your data is organized and presented to your project teams and clients.
Yes, you can fully white-label your professional services project management software in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the platform feel like a natural extension of your firm. You can also remove all Softr branding, so your clients and team members only see your company’s identity throughout the project management experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your professional services project management software. You can adjust colors, fonts, spacing, and page structure to match your firm’s brand. You can also choose how each workspace is laid out, decide which blocks go where, and set what different users—like project managers, consultants, or clients—see when they log in.
To display your project data, you can add different types of blocks depending on what you need:
\- Table blocks – to show structured data like project plans, resource allocations, or task tracking
\- List or Card blocks – to highlight things like team directories, client organizations, or deliverables
\- Detail View – to show one record at a time, like a project dashboard
\- Forms – for collecting project requirements or timesheets
\- Charts – to visualize KPIs or project milestones
\- Calendar blocks – to display deadlines, meetings, or milestones
If your content or design needs change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your professional services project management app is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what within your project management software. You can set up role-based permissions, manage user access directly from your data source, set visibility rules, and apply global restrictions to protect sensitive project data across your entire app.
For apps connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your project data—it just displays it in real time based on your access settings. You’re always in control of your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan lets you publish one app 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 project management software needs more users or features, here’s how the paid plans stack up: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like professional services project management software, client portals, and internal tools—without needing to write code or rely on developers. What sets it apart is how quickly you can go from idea to working app, and how well it connects with your existing project and client data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more dev-oriented (like Retool), Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded project management platforms that clients or team members can log into.
You can customize everything visually—from content and design to user permissions. And because Softr includes things like user roles, forms, conditional logic, and API support out of the box, you don’t need to patch together multiple tools to launch your project management solution.
Yes. Softr supports a wide range of integrations so you can connect your project management software to the rest of your stack. You can sync with tools like Stripe for payments, Intercom for chat, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflows.
Whether you need to send project data to another system, trigger automations based on task updates, or display information from other tools, you can build it into your project management platform—without writing code.