Track pipelines, manage assets, and capture feedback in an AI-powered system built with AI to fit your agency's creative workflow.




Customize your agency project management software with the exact steps and views your team needs. Add features as processes evolve—no code needed.




Connect creative assets, client feedback, and resource logs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different agency members tailored access and dashboards, so account managers and designers see specifically what they need.
Give different agency members tailored access and dashboards, so account managers and designers see specifically what they need.
Streamline processes with Softr Workflows. Trigger native notifications based on project status changes or asset approvals to keep projects moving.
Access and update your agency project management software on the go. All apps are mobile-ready out of the box for teams in the field.
Use Google, email, or SSO logins to give your agency team fast, secure access to project boards—no IT tickets needed.
Keep sensitive project and client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your tool.
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 agency project management software in minutes with AI—no manual configuration or setup needed.

Add features like resource planning, time tracking, or asset approvals as your agency grows—no rebuild needed.

Start with project tracking, then add client portals, dashboards, or forms—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.




Agency project management software is a dedicated workspace designed for creative, marketing, or development agencies to manage their entire client delivery process. It centralizes project tasks, creative assets, feedback loops, and billing in one secure location. By moving away from fragmented email threads and disconnected spreadsheets, your agency can improve transparency, hit deadlines more consistently, and provide clients with a professional portal to view project status.
Softr is the first AI-native platform for building business software, making it uniquely suited to build agency project management software that mirrors your specific creative or technical workflows. You can describe your specific agency needs—like tracking billable hours or managing video production pipelines—to the AI Co-Builder to instantly generate your database, client-facing dashboards, and task logic.
You don't need to code anything. You can start by generating with AI, using an agency-specific template, or building from scratch. Everything runs on Softr Databases, or you can sync with your existing data in Airtable, Google Sheets, or HubSpot. You maintain full control to brand the software as your internal tool or a client-facing portal, ensuring a seamless experience for your account managers and stakeholders.
You can include a wide range of features in your agency project management software to handle complex deliverables and client communications. A powerful agency app usually mixes functional project blocks with AI-driven automation:
- AI-Powered Intelligence – Use Ask AI to let account managers query project history conversationally, or set up Database AI Agents to generate weekly project status summaries for clients automatically.
- Vibe Coding Blocks – Build custom UI elements—like a high-fidelity creative approval gallery—using the AI Code block to "vibe code" exactly the review experience your studio needs.
- Softr Workflows – Build native automations, such as an automatic notification sent to a client the moment a milestone is marked as 'Ready for Review'.
- User Portals & Logins – Securely manage access so clients only see their specific brand assets while project leads maintain a bird’s-eye view of all active accounts.
- Forms & Data Collection – Capture project briefs, feedback, and change requests with custom forms featuring file uploads for assets.
- Dashboards & Charts – Visualize agency capacity, billable hours, and project health with real-time charts.
- Lists & Advanced Filtering – Display tasks as searchable tables, Kanban boards for production stages, or detailed Gantt views.
Everything is built using Softr's drag-and-drop blocks, and if you need a unique feature like a custom ROI calculator for your clients, you can use the Vibe Coding block to generate it with AI.
Vibe coding allows your agency to move from a project brief to a working software solution in minutes. You can "vibe code" your agency project management software in Softr by simply describing your requirements—like 'I need a system to track SEO audits and client approvals'—to the AI Co-Builder. Softr then generates a structured, professional app on a secure foundation.
Unlike other tools that just output raw code you have to host and fix, Softr handles the heavy lifting—like client authentication, file storage, and permission logic—natively. This means your agency gets the speed of AI generation without the technical debt of managing custom code scripts. You describe the agency workflow, Softr builds it, and your team can start logging hours immediately.
Yes. You can manage dozens of different clients and internal creative teams within a single software instance. Using Softr's user roles, each client only sees their own project tasks, files, and invoices, while your agency's account directors can see a consolidated view of all active projects across the entire firm. This is essential for maintaining confidentiality while streamlining internal operations.
Yes, you can. You don't need to have a pre-existing database to start building your agency project management software with Softr. If you are starting fresh, you can use Softr Databases, which provides a high-performance relational structure specifically designed to handle project links, task dependencies, and client profiles right out of the box.
However, if your agency already tracks work in Airtable, Google Sheets, HubSpot, or Notion, you can connect those sources in seconds. You also have the flexibility to use the REST API to pull in data from other agency tools. You have total control over how your project milestones and team workloads are structured and displayed.
Softr Databases is the recommended native data source for agency project management software. It is optimized for speed and reliability, ensuring that your team experiences no lag when updating task statuses or uploading large creative files, as the data is native to the app platform.
If your agency uses other tools, Softr connects to 17+ external sources including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. You can even combine sources—for example, pulling your client contact info from HubSpot and your project task data from Softr Databases into one unified dashboard. Most sources support real-time, two-way sync, so updates made by a client in the portal reflect in your backend instantly.
Yes, Softr gives you granular control over the experience within your agency project management software. You can tailor the navigation and layout to match your agency’s unique delivery process. Every page or data block can be restricted based on user roles, ensuring that a freelance designer only sees their assigned tasks while the client sees only the final deliverables.
You can set up sophisticated roles—such as 'Client Stakeholder,' 'Senior Designer,' or 'Finance Manager'—and define precisely which fields they can view or edit. For instance, you can allow clients to comment on tasks but prevent them from seeing internal agency profit margins or team hourly rates. This ensures the experience remains clean, professional, and strictly controlled.
Yes, you can fully white-label your agency project management software to ensure it looks like a proprietary tool you built yourself. You can add your agency's logo, set custom brand colors and fonts, and host the app on your own domain (e.g., portal.youragency.com). By removing all Softr branding, you provide a premium, high-trust experience that reinforces your agency's brand identity with every client login.
Yes, you can. Softr offers extensive flexibility to modify the design and layout of your agency project management software to suit your creative standards. You can adjust the visual spacing, typography, and color palette, as well as the functional structure of every page.
To organize your agency workflows, you can utilize various block types:
- Table blocks – for managing detailed media plans or content calendars.
- List or Card blocks – for showcasing creative assets or team directories.
- Detail View – for deep dives into a single project brief or brand guidelines.
- Forms – for streamlining client onboarding and asset collection.
- Charts – for reporting on campaign ROI or project budgets.
- Calendar blocks – for tracking campaign launch dates and content deadlines.
If your agency adds a new service line or changes its workflow, the visual builder makes it simple to update the software layout in real-time.
Security is a core priority for Softr. All project data is encrypted in transit and at rest, with hosting on enterprise-grade infrastructure. You have complete authority over data access; through role-based permissions and visibility rules, you can ensure sensitive client briefs or financial contracts are only accessible to authorized personnel.
If you use Softr Databases, your project information is stored in a secure environment in Germany with SOC 2 Type II compliance. If you connect to external sources like Airtable or SQL, Softr acts as a secure presentation layer, displaying data in real time without storing it. You always maintain ownership and control over your agency's intellectual property and client data.
It is fully production-ready. While many AI app builders only produce 'prototypes' consisting of raw code that is difficult to secure, Softr builds your agency project management software on a robust, business-grade scale.
We provide the critical 'Day Two' infrastructure natively—including secure login, granular permissions for different clients, and reliable cloud hosting. This means you get the benefit of instant AI generation without the burden of maintaining a complex, custom-coded codebase. Your software is ready to handle real client projects and team collaboration from the moment it’s generated.
Softr is the first AI-native platform specifically built for business software. Unlike 'vibe coding' tools that may generate unstable scripts or traditional no-code platforms that require weeks of manual setup, Softr’s AI Co-Builder creates a working agency app on top of a secure, production-standard foundation.
The difference lies in the hybrid speed: you can use AI to generate the entire project database and UI in minutes, then use intuitive visual tools to tweak the design to your agency's exact specifications. You get the agility of AI with the dependability of a platform that already handles authentication and hosting. It is built for busy agency owners who need to move from an idea to a live client tool today.
Yes. Softr supports powerful native workflows and integrations to ensure your agency project management software connects to your existing ecosystem. You can automate tasks like sending a Slack notification when a new project is created or syncing invoice status with Stripe. Softr also supports webhooks and a REST API for advanced agency requirements.
Whether you want to automate client reporting, trigger emails based on milestone completion, or pull data from your marketing analytics tools, you can build these connections directly into your project software without writing any code.
Describe what you need. Softr's AI builds your agency software in minutes. No credit card required.