Track billable hours and monitor budgets in AI-powered software built with AI you customize to fit your firm's unique workflows.




Customize your setup with the exact project views and billing steps your team needs. Add features as workflows evolve—no code needed.


Connect spreadsheets, CRMs, and financial tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your professional services workflows.
Give consultants, managers, and finance the right tools and access. Set up secure logins and granular permissions—no dev work needed.
Give different consultants and managers tailored access and personal dashboards, so each role sees just the projects they need to manage.
Give different consultants and managers tailored access and personal dashboards, so each role sees just the projects they need to manage.
Streamline operations with Softr Workflows. Trigger native notifications for budget overruns or status changes to keep your projects on track.
Access project boards and log billable hours on the go. All professional services apps are mobile-ready out of the box for your field team.
Use Google or SSO logins to give your consultants fast, secure access to project data—no IT support tickets needed.
Keep client and project data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your firm's 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.

Build your management software in minutes with AI—no manual setup or complex configuration needed.

Add features like resource scheduling or profitability dashboards as your workflows evolve—no rebuild needed.

Start with project tracking, then add client portals and team dashboards—all in one place, with no extra tools.
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.




Professional services project management software is a secure, centralized hub where consultants, agencies, and firms can manage client engagements, track billable hours, and share deliverables. It replaces fragmented email threads and disjointed spreadsheets by keeping project scopes, task statuses, and client communications in one place. This ensures your team remains billable and organized while providing a transparent, high-touch experience for your clients.
Softr is the first AI-native platform for building business software, making it the ideal choice for creating professional services project management software tailored to your firm's unique methodology. You can describe your specific service delivery model to the AI Co-Builder to instantly generate your project database, client-facing pages, and intake logic—all fully connected and secure from the start.
You don't need to code to achieve a custom fit. Start by generating with AI or using a template, then refine as needed. Your app runs on Softr Databases, or you can link data from Airtable, Google Sheets, or HubSpot. You have absolute control to customize professional layouts, set granular permissions for different consultants, and brand the app to match your firm's identity. It is fast to deploy and flexible enough to scale as you add new service lines.
You can include a wide range of features in your professional services project management software to streamline your firm's operations. A high-performing project app typically combines functional blocks with AI-driven capabilities:
- AI-Powered Intelligence – Use Ask AI to let project managers query resource availability conversationally, or use Database AI Agents to automatically summarize project status reports or perform budget sentiment analysis.
- Vibe Coding Blocks – Build custom UI elements, such as a billable hours calculator or a dynamic project timeline, using the AI Code block to "vibe code" the exact logic your services require.
- Softr Workflows – Create native automations, like automatic client notifications when a milestone is reached or task syncing when a contract is signed.
- User Portals & Logins – Securely manage access so clients see only their own project progress while consultants access multi-client dashboards.
- Forms & Data Collection – Capture project requirements and feedback with custom forms and file uploads.
- Dashboards & Charts – Visualize project profitability, utilization rates, and task completion metrics in real-time.
- Lists & Advanced Filtering – Manage portfolios with searchable tables, Kanban boards for task stages, and detailed record views for project briefs.
Everything is built using drag-and-drop blocks, but you can always use the Vibe Coding block for tailored components. Updates are instant as your consulting processes evolve.
Vibe coding allows you to iterate quickly on your project management tools using natural language. You can "vibe code" your software in Softr by specifying your firm's specific workflows—like managing architectural phases or legal case files—to the AI Co-Builder. Softr then generates a production-ready application built on a reliable architecture.
While other tools leave you with fragile, manual code, Softr manages the critical components like client authentication, relational databases, and permission logic natively. This gives you the speed of vibe coding without the operational burden of managing complex scripts. You provide the vision, Softr builds the infrastructure, and your consultants can start tracking projects immediately.
Yes. You can manage multiple clients and cross-functional teams within a single project portal. Each client is restricted to seeing only the milestones, files, and updates associated with their specific engagement, based on their secure login. This is perfect for professional services firms that need one central tool for the staff while providing private, branded experiences for every individual client.
Yes, you can. You aren't required to have an existing database to start building. If you're building a new project management system from scratch, you can use Softr Databases. It is built directly into the platform and is designed to handle the complex relationships between clients, projects, tasks, and time logs seamlessly.
However, if your data currently resides in Airtable, Google Sheets, HubSpot, or even a SQL database, you can connect those sources effortlessly. You can also utilize the REST API to pull in data from other billing or CRM tools, giving you total flexibility over how your project information is structured.
Softr Databases is the recommended relational data source for your project management software. It is optimized for speed and high-volume business apps, facilitating instant record updates and automation triggers that are essential for accurate project tracking.
If you prefer external tools, Softr connects to over 17 sources including Airtable, Google Sheets, BigQuery, and SmartSuite. You can even combine sources—for example, pulling client contact data from HubSpot while tracking project tasks in Softr Databases. Most connections support two-way sync, ensuring your project timelines and budgets stay current across all your business systems.
Yes, Softr provides deep control over the user experience. You can design the project interface to follow your specific delivery steps. Every list, chart, or button can be conditioned on user roles; for example, clients might only see a read-only list of approved deliverables, while senior consultants have the permission to edit budgets and assign tasks.
You can define roles such as Project Manager, Team Member, or Client Guest, and set visibility rules to ensure data privacy. This is vital in professional services to ensure sensitive financial data or internal notes remain hidden from clients while remaining accessible to your internal leadership team.
Yes, you can fully white-label your software to provide a premium brand experience for your clients. You can integrate your firm's logo, brand colors, and typography, and host the app on your own custom domain (e.g., projects.yourfirm.com). By removing Softr branding, the software appears as a proprietary tool built specifically for your professional services brand.
Yes, Softr offers extensive flexibility for designing your project dashboards. You can customize the layout to visualize project health at a glance, ensuring that you can see which project phases are on track or behind. You can choose from various blocks to display information effectively:
- Table blocks – for detailed task lists and budget tracking.
- List/Card blocks – for viewing staff profiles or client project portfolios.
- Detail View – for deep dives into specific project briefs or contract terms.
- Forms – for project intake or weekly client feedback.
- Charts – for monitoring team utilization and profit margins.
- Calendar blocks – to keep track of critical delivery deadlines and meetings.
If your project management process changes, the visual builder makes it simple to add new modules or restructure your dashboard without technical help.
Softr is built for professional-grade security, ensuring sensitive project details and client contracts are protected. All data is encrypted with TLS in transit and at rest. For data stored in Softr Databases, everything is hosted on secure European infrastructure (Germany) with SOC 2 Type II compliance.
If you use external sources like SQL or Airtable, Softr acts as a secure display layer without storing your raw data. You maintain control through granular role-based permissions, allowing you to gate specific folders or project records so only authorized personnel can access them, keeping your firm compliant and your clients' trust intact.
Yes, it is completely production-ready. While some AI tools produce experimental or buggy code, Softr generates your project management software on a stable codebase designed for business operations.
Softr handles the essential infrastructure—secure logins, database architecture, and complex user permissions—natively. This approach eliminates the maintenance burden typically associated with custom-coded apps. You get a robust, scalable tool for your professional services team that is ready to handle real client projects from day one.
Softr is unique as the first AI-native platform for business software. Unlike traditional project management tools that force you into a fixed workflow, or no-code tools that take weeks to learn, Softr's AI Co-Builder generates a tailored app specifically for your professional services model in minutes.
It offers the perfect hybrid: the immediate speed of AI generation combined with the reliability of built-in business features like secure client portals and role-based access. It allows project-driven firms to move from a conceptual workflow to a live, production-grade tool without the need for a technical development team.
Yes. Softr allows you to build powerful native workflows and integrations to connect your project management software with your broader toolset. You can use Softr Workflows to automate status updates, or integrate with Stripe to handle project deposits and Intercom for client support.
Whether you need to trigger a Slack notification when a project milestone is missed or push billable hours to your accounting software via the REST API, you can build these connections directly into your portal without writing code.
Describe what you need. AI builds your software in minutes. No code required.