Track timelines, manage assets, and automate approvals in an AI-powered system built with AI to fit your agency's creative workflow.




Customize your management setup with the exact steps and views your team needs. Add features as workflows evolve—no code or training required.




Connect creative assets, client feedback, and billable hours with real-time sync—or manage everything in Softr Databases. Create one source of truth for your agency.
Give every strategist, designer, and client the right tools and access. Set up secure logins and granular permissions—no dev work needed.
Give designers, project managers, and external clients tailored dashboards so each role sees just the projects and tasks relevant to them.
Give designers, project managers, and external clients tailored dashboards so each role sees just the projects and tasks relevant to them.
Streamline operations with Softr Workflows. Trigger native notifications for client approvals or status changes to keep your creative projects running smoothly.
Access project timelines and creative assets on the go. All agency tools built with Softr are mobile-ready out of the box for teams in the field or studio.
Use Google or email logins to give your creative team fast, secure access to project data—no IT tickets or complex setup required.
Keep client data and sensitive agency intellectual property safe with SOC2 and GDPR compliance, plus fine-tuned access control at every project level.
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 software in minutes with AI—no manual configuration or developer support needed.

Add features like resource planning or budget tracking as your creative team grows—no rebuild required.

Start with project tracking, then add client portals and dashboards—all in one place with no extra costs.
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.




Digital agency project management software is a centralized, secure space where your creative team and clients can collaborate on deliverables, track milestones, and manage assets. It replaces fragmented email threads and messy spreadsheets by keeping creative briefs, task statuses, and feedback loops in one place. This ensures your agency stays organized, meets deadlines, and provides a professional, transparent experience for every client.
Softr is the first AI-native platform for building business software, making it uniquely suited to build project management tools that adapt to your agency's specific creative workflow. You can describe your campaign structure or sprint process to the AI Co-Builder to instantly generate your task database, project boards, and client-facing pages—all fully connected and secure.
You don't need to code to customize your workspace. You can start with AI, a specialized agency template, or build from scratch. Everything runs on Softr Databases, or you can sync your existing production data from Airtable, Google Sheets, or HubSpot. You gain full control over the visual interface, project permissions, and custom branding, allowing you to scale your agency operations without technical overhead.
You can build a comprehensive suite of tools tailored to your agency's specific service offerings. A high-performing project app usually combines functional task management with AI-driven insights:
- AI-Powered Intelligence – Use Ask AI to let account managers query project statuses via chat, or deploy Database AI Agents to summarize complex creative briefs or categorize support tickets.
- Vibe Coding Blocks – Create custom UI components—like an interactive proofing gallery for design reviews—using the AI Code block to build exactly what your creatives need.
- Softr Workflows – Set up native automations, such as triggering an internal Slack notification when a client approves a mockup or automatically moving tasks to 'In Review' when a file is uploaded.
- Client & Team Portals – Securely manage access so freelancers see only their tasks while clients view project progress and billing.
- Briefs & Intake Forms – Capture project requirements with custom forms, brand assets, and multi-select fields.
- Agency Dashboards – Monitor billable hours, project margins, and team utilization with real-time charts.
- Kanban & Timelines – Manage your production pipeline with searchable task boards, gantt charts, and asset galleries.
Everything is drag-and-drop, making it simple to add a new 'Contract' view or 'SEO Audit' section as your agency expands.
Vibe coding lets you move at the speed of your creative ideas by using AI to build your agency's infrastructure. You can "vibe code" your project management software by describing your ideal workflow—like 'a kanban-style task tracker with client approval buttons'—to the AI Co-Builder. Softr then generates a production-ready app with the right logic and data structures already in place.
Unlike other tools that generate raw code you have to debug, Softr handles the heavy lifting—like client authentication, file storage, and secure project permissions—natively. This gives you the creative freedom of vibe coding without the technical debt. You describe the agency workflow, Softr builds the software, and your team is ready to start tracking hours and deliverables immediately.
Yes. You can manage dozens of different clients and multiple internal teams within a single software instance. Each client only sees their specific project milestones and creative assets based on their login credentials. This is ideal for agencies that need to maintain strict confidentiality while giving account managers a bird's-eye view of every active campaign across the entire firm.
Yes, you can. You don't need an existing setup to start building your agency's project hub. If you're building a new workflow, use Softr Databases—it's built into the platform and optimized for the high-speed data entry and relational tracking required for agency project management.
However, if your agency already tracks work in Airtable, Google Sheets, or monday.com, you can connect those as your backend. You can even use the REST API to pull in data from niche agency tools. Softr gives you the flexibility to structure your project tasks, client profiles, and billable hours exactly how you want them displayed.
Softr Databases is the recommended relational data source for project management. It provides the highest performance and instant automation triggers for real-time task updates, ensuring your agency team is always looking at the latest data.
If your agency uses other tools, Softr connects to 17+ external sources including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. You can even pull project budgets from a SQL database while keeping task lists in Softr Databases. Most sources support two-way sync, so when a project manager marks a task 'Complete' in Softr, it’s updated everywhere else automatically.
Yes, Softr provides granular control over the agency experience. You can customize the dashboard, navigation, and sidebar to align with your project phases. Every block—from 'Project Budget' to 'Creative Assets'—can be hidden or shown based on user roles, ensuring clients only see the polished deliverables they are paying for.
You can define specific roles like 'Freelancer,' 'Art Director,' or 'Client Stakeholder' to control viewing and editing rights. For instance, you can allow freelancers to update task statuses while preventing them from seeing the project's overall financial records. This helps maintain a clean, professional, and secure workspace for everyone involved.
Yes, you can fully white-label your project management app in Softr. You can incorporate your agency's logo, brand guidelines, typography, and host it on a custom domain (e.g., portal.youragency.com). By removing all Softr branding, you ensure that when clients log in to review deliverables, they see a cohesive experience that reflects your agency's professionalism and attention to detail.
Yes, you have total flexibility over the visual layout. You can adjust the interface to favor the way your agency works, whether that’s visual-heavy for design teams or data-rich for SEO agencies. You can arrange blocks to create intuitive workflows for your account managers and clients alike.
To manage your project data, you can mix and match various blocks:
- Kanban blocks – for tracking project stages and moving cards through the production pipeline
- Table blocks – for high-level project overviews or financial tracking
- Card blocks – to showcase creative assets, logos, and mood boards
- Detail View – for deep dives into specific project briefs or feedback sessions
- Forms – for client project requests or internal bug reporting
- Calendar blocks – to keep track of content schedules and major deadlines
Updates are made via a visual editor, so you can refine your project management interface as your agency evolves.
Softr is built to handle sensitive agency data with enterprise-grade security. All information is encrypted in transit and at rest, and apps are hosted on reliable infrastructure. You determine exactly who has access to project briefs, client data, and financial records through role-based permissions and visibility rules.
If you use Softr Databases, your data is stored in a secure, SOC 2 Type II compliant environment in Germany. If you link external sources like Airtable or SQL, Softr serves as a secure presentation layer, displaying data in real-time without storing it. You maintain absolute control over authentication and access rules, ensuring your agency's intellectual property remains protected.
It is fully production-ready for active agency use. Unlike experimental tools that generate unmanaged code, Softr builds your project management software on a robust, business-grade framework.
We provide the essential 'Day One' infrastructure—such as secure logins for team members, file upload handling, and granular task permissions—natively. This means your agency gets the speed of AI generation without the risk of fragile code. Your project tracking system is scalable, secure, and ready to onboard your entire client roster from the moment it is generated.
Softr is the first AI-native platform specifically designed for business software like agency project trackers. Unlike traditional no-code tools that require hours of manual configuration, or 'vibe' tools that produce raw code, Softr uses an AI Co-Builder to generate functional apps on a secure, pre-built foundation.
This hybrid approach allows your agency to move from a concept to a live management system in minutes. You get the agility of AI with the stability of built-in authentication, roles, and relational databases. It’s built for agency leaders who need to focus on delivering work, not managing complex software development.
Yes. Softr allows you to connect your project management hub to your entire agency ecosystem via native workflows and integrations. You can automate repetitive tasks like sending welcome emails to new clients or syncing project milestones with Google Calendar. Softr also integrates with tools like Stripe for invoicing and Slack for team communications.
Whether you need to trigger a webflow update, push lead data to your CRM, or pull in analytics from another platform, you can build these pathways directly into your agency software without writing a single line of code.
Describe what you need. Softr's AI builds your project management tool in minutes.