Build your own consulting dashboard, no code required
Track performance, analyze metrics, and streamline operations with a custom dashboard designed for your consulting business needs.
Tailor your consulting dashboard to your needs
Build a dashboard with only the views and features your consulting workflows require. Adapt and improve it easily as your business grows—all without code.
Client project overview
Task assignment and tracking
Time and expense logging
Document sharing and management
Client communication hub
Performance reporting
Bring all your project data together in real time
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your consulting projects.
Custom dashboards for every client. Secure, no dev time.
Deliver tailored consulting dashboards with branded views and granular permissions. Set up secure logins and custom access for every client in minutes.
Easy, secure logins
Your dashboards are mobile-ready by default, so clients can access reports and insights anywhere.
Works on any device
Your dashboards are mobile-ready by default, so clients can access reports and insights anywhere.
Automations
Connect to reporting tools or CRMs to automate data sync, notifications, or scheduled updates for each client.
User groups
Provide each client and team member access to their relevant dashboards, keeping reports secure and organized.
Advanced permissions
Set rules for who can view, export, or comment on reports—customized for each client or stakeholder group.
Security
Safeguard sensitive consulting data. Softr is fully SOC2 and GDPR compliant to protect client information.
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An AI assistant for consultants
Consultants get fast answers and insights from live project data, all within your dashboard—no switching tools or extra steps.
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
Launch your consulting dashboard in minutes with drag-and-drop blocks and prebuilt charts.
Consolidate your stack
Add new reports, data sources, or filters as client needs change—no rebuilding required.
Flexible as you grow
Centralize dashboards, client reports, and data views—all in one place, with no extra tools needed.
Build a fully custom consulting dashboard 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.
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Frequently asked questions
Build your consulting dashboard today