The AI app builder for consultants
Build client records, milestones, assignments, and reports in minutes with permissions and workflows that hold up for consulting teams.
Shape project tracking to your process
Choose the views and workflows your consulting practice needs today, then adapt project tracking as engagements and teams change over time.
Client record intake
Project milestone tracking
Consultant assignment board
AI project summaries
Consultant utilization reports
AI request triage
Bring your consulting data together
Manage consulting data in Softr Databases, or connect Airtable, Notion, Google Sheets, and other systems with real-time sync. Keep client records and project updates in one place.
Custom access for every consulting team
Give consultants and managers the right views and access. Set up secure logins, user groups, and granular permissions for consulting operations.
Advanced permissions
Give consultants, project managers, and leadership tailored dashboards with access to the records they need.
User groups
Give consultants, project managers, and leadership tailored dashboards with access to the records they need.
Automations
Trigger summaries, assignment updates, and request routing through Softr Workflows when consulting records change.
Works on any device
Review milestones, update assignments, and respond to requests from any device. Internal tools are mobile-ready by default.
Easy, secure logins
Use Google, email, or SSO logins to give consulting teams fast, secure access to project information.
Security
Protect client and project data with encryption in transit and at rest, plus SOC 2 Type II compliant Softr Databases.
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.
Easy, fast setup
Generate consulting records, milestones, and assignments in minutes, with no complex configuration.
Consolidate your stack
Add views for utilization, milestones, and project summaries as consulting engagements change.
Flexible as you grow
Bring client records, project tracking, triage, and reports into one consulting operations tool.
Generate a custom consulting tool in minutes
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.
The go-to platform for business operations
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.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Try the AI app builder for consultants, for free
Build and customize your consulting operations tool without code.