Manage tasks, track progress, and collaborate seamlessly with customizable project management tools tailored to your team's needs.


Set up a project management portal with only the features your clients and team require. Easily tailor and evolve it as workflows change—no code needed.
Connect spreadsheets, project trackers, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Empower your project teams with tailored access and tools. Set up secure logins, user groups, and detailed permissions—no IT or coding required.
Give project managers, team members, and clients custom dashboards—so each role sees just what they need for their projects.
Give project managers, team members, and clients custom dashboards—so each role sees just what they need for their projects.
Connect with tools like Make and Zapier to automate task assignments, notifications, and project status updates.
Access and update your project management tools anytime, anywhere. All apps are mobile-ready out of the box.
Enable your team to log in quickly and securely with Google, email, or SSO—no IT ticket needed.
Keep all project data safe with SOC2 and GDPR compliance, plus fine-grained access controls for every team and project.
Let clients ask AI about project status, tasks, or timelines—instant answers, right inside your project management portal.
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.
Spin up a project management CRM in minutes using drag-and-drop blocks and prebuilt templates.
Easily add task boards, timelines, or collaboration tools as your project needs change—no rebuilds needed.
Manage clients, projects, and team workflows in one place—no need for extra tools or subscriptions.
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.












Customer project management software is a platform that allows you to organize, track, and collaborate on projects with your customers in one secure place. It gives your customers access to project updates, milestones, shared files, timelines, and communications—all within a single portal. This keeps everything organized and accessible, eliminating the need for messy email threads or scattered spreadsheets.
Softr makes it straightforward to build customer project management software that fits the way your team works. You can connect your existing data from tools like Airtable, Hubspot, Notion, monday.com, or SQL, and set up a workspace where customers can log in to see project progress, upload files, submit requests, and review key updates—all in one place.
There’s no coding required. You can start with a template or build from scratch, adjust the layout, choose who can see what, and brand the software to match your company. It’s quick to launch, easy to update, and flexible enough to adapt as your projects and customer needs evolve, keeping everyone aligned and on track.
You can add a wide variety of features to your customer project management software based on your workflow. Some common options include:
\- User logins – so each customer can securely access their own project information
\- Custom dashboards – to display project status, tasks, timelines, and deliverables
\- Forms – for submitting requests, feedback, or onboarding information
\- File sharing – allowing customers to upload and download important documents
\- Search and filters – so users can quickly find projects, tasks, or files
\- Tables, lists, and detail views – to show assignments, milestones, or updates
\- Comments or status updates – to keep communication organized within each project
\- Charts – to visualize progress, workloads, or deadlines
\- Calendar view – to track meetings, deadlines, or project events
\- Permissions and roles – to ensure customers and team members only see what is relevant to them
All of these features can be set up using Softr’s drag-and-drop blocks, making it easy to customize and update your software without coding.
No coding is needed. You can build your customer project management software entirely using 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 a single instance of the customer project management software. Each user only sees the projects and data assigned to them, based on their login credentials and role. This is especially helpful for agencies, consultancies, or organizations that handle several projects or clients simultaneously.
Softr supports a broad range of data sources for your customer 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 import data using the REST API.
You’re not limited to just one data source—you can integrate multiple sources into your project management software and display them together. For example, you might track projects in Airtable and client communications in HubSpot, all in one place. Most connections support real-time, two-way sync, so updates in your app or data source stay aligned automatically.
Yes, Softr gives you complete control over the user experience in your customer project management software. You can tailor layouts, navigation, and content to fit your team’s workflows and your company’s branding. Pages or blocks can be shown or hidden based on who’s logged in, ensuring each user sees only what’s relevant to their projects or responsibilities.
You can also configure user roles like project manager, team member, or client—defining exactly what each role can view or edit. For instance, clients might only see their assigned projects, while team leads have access to all project records. You can also create personalized dashboards by filtering data based on the logged-in user.
This customization is particularly useful when managing many clients, teams, or projects in the same software. It helps keep the experience secure, organized, and tailored to each user.
Yes, you can. You don’t need to have existing data elsewhere to get started with the customer project management software built on Softr. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates seamlessly with your project management workflows.
If you already have project data in platforms like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can easily connect those too. There’s also a REST API connector for other sources. No matter where you start, you control how your project data is structured and displayed in your workspace.
Yes, you can fully white-label your customer project management software in Softr. You can upload your own logo, set brand colors and fonts, and use a custom domain to make the platform look and feel like an extension of your company. All Softr branding can be removed, so your customers and project collaborators only see your organization’s identity throughout the entire experience.
Absolutely. Softr gives you extensive flexibility to customize both the design and layout of your customer project management software. You can adjust colors, fonts, spacing, and page structure to match your brand and workflow. You decide how each page is organized, which blocks to use, and how users interact with different sections based on their roles.
To display your project data, you can choose from several block types:
\- Table blocks – to present project lists, timelines, or task assignments
\- List or Card blocks – to highlight project overviews, customer accounts, or team members
\- Detail View – for showing individual project dashboards or status reports
\- Forms – to collect project updates or feedback
\- Charts – to visualize project progress or team performance
\- Calendar blocks – to display milestones, due dates, or meetings
If your needs change, it's easy to make updates anytime in the visual builder.
Softr is designed with security as a top priority. All your project management data is encrypted in transit (TLS) and at rest, and your software is hosted on secure, reliable infrastructure. You have full control over user permissions, so you decide who can access or modify specific projects, tasks, or resources. Role-based access, visibility rules, and user management tools help you protect sensitive project information across your entire platform.
If your customer project management software connects to external data sources like Airtable, Notion, or SQL, Softr does not store your data—it only displays it in real-time according to your permission settings. You always retain control over your data and access rights.
Softr adheres to industry-standard practices for authentication, access control, and monitoring to keep your information safe.
You can start building your customer project management software for free. Softr’s Free plan lets you launch one app with up to 10 users and 2 user groups, and supports standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If you need to support more users or require advanced features, Softr offers several paid plans designed to scale with your needs. You can find a full breakdown of the available plans here: <http://softr.io/pricing>
Softr is built to make creating full-featured, user-facing applications—like customer project management software, CRMs, and internal tools—simple and accessible, without writing code or hiring developers. What makes Softr stand out is how quickly you can turn your project management ideas into a working solution, and how easily it connects to your existing project data.
Unlike some no-code tools focused on mobile (like Glide) or more developer-oriented platforms (like Retool), Softr is designed for non-technical teams who need control over layout, user experience, and access permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL and create secure, branded project management software that your customers and team members can log into.
Everything from design to permissions can be customized visually, and with built-in support for user roles, forms, conditional logic, and APIs, you won’t need to stitch multiple tools together to deliver a polished solution.
Yes, you can. Softr supports a broad range of integrations so your customer project management software can connect seamlessly with the rest of your workflow. You can integrate with tools like Slack for team notifications, Stripe for invoicing, and automate tasks using Zapier, Make, and N8N. For more advanced needs, Softr supports REST APIs and webhooks, so you can trigger workflows or sync data with other platforms.
Whether you want to automate follow-ups, update external systems based on project progress, or display information from other tools, you can build these processes directly into your project management software—no coding required.