Track expenses, allocate funds, and optimize campaigns with a custom budgeting tool tailored to your marketing team's workflow.


Customize your marketing budget portal with just the features and views your team relies on, and adjust your setup as your needs change—no code required.
Connect spreadsheets, accounting tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your marketing budgets.
Empower your marketing team with the right tools and access. Set up secure logins, user groups, and permissions for budget management—no IT help needed.
Give marketers, finance, and leadership tailored dashboards so each role accesses just the budget data they need.
Give marketers, finance, and leadership tailored dashboards so each role accesses just the budget data they need.
Connect with tools like Make, Zapier, or N8N to automate approvals, reporting, and budget allocation tasks.
Access and manage your marketing budgets anywhere. All apps are mobile-ready out of the box.
Use Google, email, or SSO logins to give your marketing team fast, secure access—no IT tickets needed.
Keep sensitive budget data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
Marketers can ask AI about budget use, trends, or spend—answers pulled instantly from your portal’s live marketing data.
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.
Set up your marketing budget tracker in minutes with drag-and-drop blocks and templates.
Easily adjust workflows, add approval steps, or new reports as your budget needs change.
Manage budgets, track spend, and streamline approvals—all in one place, no extra tools needed.
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.












Marketing budget management software is a secure platform where marketing teams can log in to plan, track, and manage their budgets in one centralized place. It allows you to monitor spending, allocate resources, and oversee campaign expenses without juggling multiple spreadsheets or scattered documents. This helps your team stay organized, ensures transparency, and makes it much easier to optimize your marketing spend.
Softr makes it easy to build marketing budget management software that matches the way your marketing team operates. You can connect your existing data sources—such as Airtable, Notion, HubSpot, monday.com, SQL, and more—and set up a workspace where your team can monitor budgets, update expenses, view reports, and collaborate, all in one place.
There’s no need to write any code. You can start from a template or design your own, customize the layout, set permissions to control who sees what, and brand it to fit your organization. It’s quick to launch, easy to update, and flexible enough to scale with your team’s needs, keeping your marketing budgets organized and accessible.
You can include a variety of features in your marketing budget management software, tailored to how your team works. Some common options are:
\- User logins – so each team member or manager can access their own budget sections or data
\- Custom dashboards – to display budget status, spending trends, or campaign allocations
\- Forms – to submit budget requests, expense approvals, or feedback
\- File sharing – to upload and store invoices, receipts, or supporting documents securely
\- Search and filters – to help users quickly find relevant budgets or transactions
\- Tables, lists, and detail views – to show budget categories, individual expenses, or project breakdowns
\- Comments or status updates – to keep communication and budget notes in one place
\- Charts – to visualize spend, forecasts, or ROI across campaigns
\- Calendar view – to track important budget deadlines, reviews, or campaign launches
\- Permissions and roles – so team members, managers, and finance only see the information relevant to them
All of these features can be built using Softr’s drag-and-drop blocks without any coding, making it simple to adjust your software as your needs evolve.
No coding is required. You can build your marketing budget management software entirely using Softr’s visual editor. Everything from layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within the same marketing budget management software. Each user will only see the budgets, reports, and financial data assigned to them, based on their login and role. This is especially valuable for agencies or marketing departments who oversee several campaigns or client accounts at once.
Softr supports a wide range of data sources for your marketing budget management needs. 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 from other systems using the REST API.
You’re not limited to a single source. You can integrate multiple sources into your marketing budget management software and display them together—for example, pulling campaign data from Airtable and spend data from Google Sheets. Most integrations support real-time, two-way sync, so your budget data stays up-to-date automatically.
Yes, Softr gives you full control over how users interact with your marketing budget management software. You can customize the layout, navigation, and content to match your organization’s workflow and branding. Each page or data block can be shown or hidden depending on who’s logged in, so each team or client only accesses their relevant budget information.
You can also set up user roles such as budget owner, finance team, or external client, and define exactly what each role can view or edit. For instance, a project manager might see only their campaign budgets, while finance admins can manage all records. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization is especially helpful when you’re managing multiple teams, campaigns, or client accounts in the same software. It keeps the experience organized, secure, and tailored for each user.
Yes, you can. You don’t need to have existing budget data in another tool to start using Softr for your marketing budget management software. If you’re just getting started, you can use Softr Databases, which are built into the platform and integrate seamlessly with your application.
If you already track budgets in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. There’s also a REST API connector to bring in financial data from other sources. Either way, you have complete control over how your marketing budget information is structured and displayed.
Yes, you can fully white-label your marketing budget management software built on Softr. You can use your own logo, brand colors, fonts, and custom domain, making the software feel like a natural extension of your organization. All Softr branding can be removed, so your team and stakeholders only see your company’s identity throughout the platform.
Absolutely. Softr gives you extensive flexibility to control the design and layout of your marketing budget management software. You can adjust colors, fonts, spacing, and page structure to match your organization’s brand. You’re able to choose how each page is structured, organize which blocks appear where, and control what data and features different users see when they log in.
For visualizing your marketing budget data, you can use various block types depending on your needs:
\- Table blocks – to display budget breakdowns, spending records, or campaign allocations
\- List or Card blocks – to present marketing initiatives, teams, or expense categories
\- Detail View – to show the specifics of a single budget, project, or campaign
\- Forms – to collect new budget requests or expense reports
\- Charts – to visualize spending trends and performance
\- Calendar blocks – to track deadlines for budget submissions or campaign launches
If your needs change, it’s easy to make updates within the visual builder.
Softr is designed with security at its core. All your marketing budget data is encrypted both in transit (TLS) and at rest, and your software is hosted on secure, reliable infrastructure. You have full control over who can access and modify budget information—set up role-based permissions, manage users within your data source, apply visibility rules, and enforce global restrictions to safeguard sensitive financial data.
If you connect to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time according to your access rules. You always remain in control of your data and permissions.
Softr also adheres to industry best practices in authentication, access control, and platform monitoring to keep your marketing financial information protected.
You can start building your marketing budget management software for free. Softr’s Free plan lets you create one app with up to 10 users and 2 user groups, supporting all standard data sources like Softr Databases, Airtable, and Google Sheets.
If your software needs to support more users or advanced features, you can explore the paid plans to see which option fits best: <http://softr.io/pricing>
Softr is designed to make it fast and easy to create robust, user-friendly apps—such as marketing budget management software—without writing code or relying on developers. Softr stands out for its speed from concept to deployment, and its seamless integration with your existing data sources.
Unlike some no-code platforms that focus on mobile apps or are tailored for developers, Softr is built for business teams who want full control over layout, user experience, and permissions. You can connect your marketing budget data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps for your finance or marketing teams.
You can visually customize everything—from the layout and content to advanced permissions. With features like user roles, forms, conditional logic, and API support included, you don’t need to patch together multiple tools to manage your marketing budgets efficiently.
Yes! Softr supports a wide range of integrations to connect your marketing budget management software with your other essential tools. You can automate approval workflows, sync data with accounting platforms, or connect with team communication tools—all using integrations with Zapier, Make, and N8N. Softr also offers REST API and webhook support for more advanced automations.
Whether you want to trigger notifications after a budget is approved, update financial records in real time, or pull data from other marketing or finance platforms, you can set it up without writing code.