Project Management

Build ad agency project management software, no code required

Streamline campaigns, allocate resources, and meet deadlines with a custom project management app tailored for your ad agency's needs.

Screenshot of a project management software user interface designed for ad agencies, displaying project timelines, team member assignments, task lists, and progress indicators.
ad 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, task management tools, and calendars with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.

Explore all data sources
Power

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

Streamline your agency’s workflows by giving each team member the right project tools and access. Set up secure logins, groups, and permissions—no IT support needed.

Advanced permissions

Assign creative, account, and finance teams different dashboards—so every role views only their tasks and deadlines.

User groups

Assign creative, account, and finance teams different dashboards—so every role views only their tasks and deadlines.

Automations

Integrate with Slack, Trello, or Google Drive to automate project tasks, status updates, and client communications.

Works on any device

Team members can access project boards and update statuses from any device—mobile or desktop.

Easy, secure logins

Provide fast, secure access to your agency workspace using Google, email, or SSO—no IT tickets required.

Security

Protect your project and client data with SOC2 and GDPR compliance, and robust access controls.

AI Magic

AI Assistant for Your Creative Team

Let team members ask AI for project updates, deadlines, or briefs—all within your agency’s project management platform.

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 ad agency project management software

Easy, fast setup

Get your agency projects organized in minutes with drag-and-drop blocks and ready-made templates.

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

Consolidate your stack

Easily add briefs, client reviews, or timeline tracking as your agency’s needs change—no rebuild needed.

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

Flexible as you grow

Start with project boards, then add client portals, feedback forms, or dashboards—all in one place.

“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 ad agency project management 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 ad agency project management software?
What are the benefits of building ad agency project management software with Softr?
What types of features can I build into my ad agency project management software?
Do I need to know how to code to build ad agency project management software in Softr?
Can I manage multiple clients or teams in the same ad 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 ad agency project management software in Softr, including using my own branding?
Can I customize the design and layout of my ad agency project management software?
How secure is my data in Softr apps?
How much does it cost to build an ad 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

Build your project management solution today

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