Streamline tasks, track progress, and manage resources with a customizable project management app designed for consulting teams.


Set up a project management system built for your consulting workflows. Start with what you need now, and adjust or add features as your process grows.
Connect spreadsheets, CRMs, and task management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Give consultants and project teams the right tools and access for every engagement. Set up logins, groups, and permissions in minutes—no IT help needed.
Provide tailored dashboards and access for consultants, clients, and managers, so everyone sees what they need.
Provide tailored dashboards and access for consultants, clients, and managers, so everyone sees what they need.
Connect with tools like Make, Zapier, or N8N to automate project updates, status changes, and notifications.
Access and manage consulting projects from anywhere—your app is mobile-ready for teams on the go.
Allow consultants and clients to log in via Google, email, or SSO for fast, secure project access.
Keep project data safe with SOC2 and GDPR compliance, and robust access controls for every user group.
Let consultants ask AI for project status, deadlines, or budgets—get instant answers right inside your project management app.
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.
Kick off your next consulting project in minutes using drag-and-drop blocks and templates.
Easily add features like task tracking, client dashboards, or approvals as your projects evolve.
Manage projects, client updates, and internal tools—all in one place, no extra tools required.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












Consulting project management software is a secure platform where consultants and their clients can collaborate on projects, track deliverables, and share important files and updates in real time. It centralizes communication, timelines, and project documents, making it easier for everyone involved to stay organized and aligned throughout the life of a consulting engagement.
Softr makes it easy to build consulting project management software tailored to your firm’s workflow. You can connect your existing project data—from Airtable, Hubspot, Notion, monday.com, SQL, and more—and set up a platform where consultants and clients can log in, check project updates, collaborate on tasks, and securely exchange files, all in one place.
No coding required: start with a template or build from scratch, adjust the layout, control who sees what, and brand the platform to match your firm. It’s fast to launch, easy to update, and flexible enough to grow with your consulting practice, helping you deliver a polished, organized experience to your clients.
You can add a variety of features to your consulting project management software, based on how your consulting projects run. Some of the most popular options include:
\- User logins – so each client and consultant can securely access their project space
\- Custom dashboards – to display project status, key milestones, or next steps
\- Task tracking – for managing assignments, deadlines, and progress
\- File sharing – to upload and download project documents securely
\- Forms – for project intake, feedback, or submitting requests
\- Search and filters – to help users quickly find specific tasks or files
\- Tables, lists, and detail views – to display project deliverables, meeting notes, or updates
\- Comments or status updates – to centralize communication around project activities
\- Charts – to visualize project progress, KPIs, or timelines
\- Calendar view – for scheduling meetings, deadlines, or project milestones
\- Permissions and roles – so clients and consultants only see what’s relevant to them
All features are built with Softr’s drag-and-drop tools, so you can customize your platform without coding, and easily adapt as your projects evolve.
No coding is required. You can build your consulting project management software entirely in Softr’s visual editor. Everything from the layout to user permissions can be customized without writing any code.
Yes. You can manage multiple clients or project teams within the same consulting project management software. Each user only sees the projects, tasks, and data assigned to them, based on their login and role. This is especially helpful for consulting firms or project managers who need to coordinate work across different clients or teams in one place.
Softr supports a wide range of data sources for your consulting project management software. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in project and client data from other sources using the REST API.
You’re not limited to just one source. You can integrate multiple data sources into the same app—so your project management dashboard, for example, can pull in tasks from Airtable and updates from HubSpot at once. Most sources support real-time, two-way sync, so any changes to your project data stay updated everywhere automatically.
Yes, Softr gives you full control over how users interact with your consulting project management software. You can customize the layout, navigation, and content to fit your consulting workflow and branding. Each page or block can be shown or hidden based on the user's role, so every consultant, team member, or client only sees information relevant to them.
You can set up different user roles—like consultant, project manager, client, or admin—and define exactly what each role can view or edit. For example, clients can view project progress related to them, while internal team members can update tasks and manage all projects. You can also create personalized project views by filtering data for each logged-in user.
This level of customization is especially valuable when managing multiple clients, teams, or complex projects in the same system, helping keep everything secure and tailored to each user's needs.
Yes, you can. You don’t need to have your project or client data in another tool to get started with Softr. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and work seamlessly with your consulting project management software.
If you already track projects or clients in Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those, too. You can also use the REST API connector to bring in project data from other sources. Either way, you have full control over how your project and client information is organized and displayed.
Yes, you can fully white-label your consulting project management software built with Softr. You can use your own logo, brand colors, fonts, and a custom domain to make the software feel like a seamless part of your consulting firm. You can also remove all Softr branding, so your clients and team only see your company’s identity throughout the entire experience.
Yes, you can. Softr gives you extensive flexibility to control both the design and layout of your consulting project management software. You can adjust colors, fonts, spacing, and page layouts to match your firm’s branding. You can also choose how each page is structured, decide which blocks go where, and control what different users—such as consultants, project managers, or clients—see after they log in.
To display your data, you can add various types of blocks depending on your needs:
\- Table blocks – perfect for managing project lists, tasks, deliverables, or timelines
\- List or Card blocks – to showcase consultant profiles, project phases, or key resources
\- Detail View – to display one project or task at a time, such as a project overview dashboard
\- Forms – for collecting project updates or client feedback
\- Charts – to visualize project progress or resource allocation
\- Calendar blocks – to highlight milestones, deadlines, or meeting schedules
If your content or design needs change, it’s easy to make updates directly in Softr’s visual builder.
Softr is built with security as a priority. All data in your consulting project management software is encrypted in transit (TLS) and at rest, and your app is hosted on secure, reliable infrastructure. You have full control over who can access and modify information within your software. You can set up role-based permissions, manage user access within your data source, use visibility rules, and apply global restrictions to protect sensitive project data across your entire app.
For apps using external data sources like Airtable, Notion, or SQL, Softr does not store your data—it simply displays it in real time based on your permissions. You retain full control over your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help ensure your consulting data remains safe.
You can get started for free. Softr’s Free plan allows you to publish one app with up to 10 users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, and Google Sheets.
If your consulting project management software needs more users or advanced features, you can explore Softr’s paid plans for additional capacity and customization options. You can find the full pricing details at: <https://softr.io/pricing>
Softr is designed to make it easy to build fully functional, user-facing apps—like consulting project management software, client workspaces, or team dashboards—without writing any code or needing a developer. What sets Softr apart is how quickly you can build and launch an app, and how easily it connects with your existing project data.
Unlike some no-code tools that focus on mobile apps or developer-heavy platforms, Softr is built for non-technical consulting teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from sources like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded software for both your consultants and your clients.
Everything is visual and customizable—from page layout and content to who can see or edit each section. Also, Softr includes role management, forms, conditional logic, and API integrations out of the box, so you don’t have to piece together multiple tools to create a professional project management solution.
Yes. Softr supports a wide range of integrations so you can connect your consulting project management software to the rest of your workflow. You can integrate with tools like Stripe for payments, Intercom for communication, and automate processes using Zapier, Make, and N8N. Softr also supports REST API and webhooks for advanced automation.
Whether you need to send project data to another system, trigger notifications when tasks are updated, or sync information from other tools, you can build these automations into your consulting project management software without needing to write any code.