Project Management

Build agency project management software, no code required

Manage deadlines, allocate resources, and streamline collaboration with a tailored project management tool for your agency's needs.

Screenshot of a project management software user interface displaying a dashboard with project timelines, task lists, team member avatars, and progress charts.
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 trackers, and time management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.

Explore all data sources
Power

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

Empower agency teams with the right tools and access for every project. Set up secure logins, roles, and permissions—no IT resources needed.

Advanced permissions

Give designers, project managers, and clients tailored dashboards, so each sees only the info they need for their work.

User groups

Give designers, project managers, and clients tailored dashboards, so each sees only the info they need for their work.

Automations

Connect with tools like Make, Zapier, or N8N to automate status updates, approvals, and repetitive project workflows.

Works on any device

Access your agency’s project management tool on desktop or mobile, with a responsive design for on-the-go updates.

Easy, secure logins

Let your team sign in securely with Google, email, or SSO—no IT tickets or hassles needed.

Security

Keep agency and client project data secure with SOC2 and GDPR compliance and detailed access controls.

AI Magic

AI teammate for agency projects

Let your team ask AI about project status, deadlines, or budgets—get answers instantly, right inside your management portal.

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 agency project management software

Easy, fast setup

Quickly build a project hub for your agency with drag-and-drop blocks and ready templates.

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

Consolidate your stack

Easily add client portals, team views, or custom workflows as your agency projects scale.

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

Flexible as you grow

Manage projects, clients, and tasks all in one place—no more switching between apps.

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

Set up your first agency project management software effortlessly
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