Organize tasks, track invoices, and streamline workflows with a customizable app tailored to your business's unique needs and goals.


Build a project management and invoicing setup that fits the way your team works. Add only the features you need, and update as you grow.
Connect spreadsheets, project management tools, and invoicing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Manage projects and invoices with tailored tools and secure access for every team member. Set up user groups and permissions—no IT help needed.
Give different teams and roles access to just their projects, tasks, or billing info with personalized dashboards.
Give different teams and roles access to just their projects, tasks, or billing info with personalized dashboards.
Connect with apps like Make, Zapier, or N8N to automate approvals, notifications, and invoice creation.
Track project progress and invoicing from anywhere. Your tools are always mobile-ready.
Secure logins with Google, email, or SSO give every team member fast access to manage projects and billing.
Keep all project and financial data protected. Softr offers SOC2 and GDPR compliance with robust access controls.
Teams can ask AI about tasks, deadlines, or invoices and get answers instantly—all within 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.
Build your project and invoicing workspace in minutes with drag-and-drop blocks and templates.
Add time tracking, approvals, or custom invoicing as your project workflows change—no rebuilds needed.
Manage projects, tasks, and invoices all in one place—no switching between apps or tools.
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.












A project management and invoicing portal is a secure platform where your team and clients can track project progress, manage tasks, view timelines, and handle invoices all in one place. It centralizes key project information and financial documents, reducing the need for scattered emails and spreadsheets. This helps keep everyone organized, ensures deadlines and payments are clear, and streamlines communication throughout your projects.
Softr makes it easy to create a project management and invoicing portal tailored to your workflow. You can connect your existing data from tools like Airtable, HubSpot, Notion, monday.com, or SQL, allowing you to set up a portal where your team and clients can log in, track project updates, submit or view invoices, and access related files—all in one place.
There’s no coding required. You can start with a template or build from scratch, customize the layout, set who can see what, and brand it to fit your business. It’s quick to launch, simple to update, and flexible enough to evolve as your projects grow. Everything stays organized and looks professional, making collaboration and billing much smoother.
You can add a variety of features to your project management and invoicing portal, depending on how your workflow operates. Common features include:
\- User logins – so your team and clients can securely access their relevant projects and invoices
\- Custom dashboards – to display task lists, project milestones, invoice status, or account details
\- Forms – for submitting project requests, updates, or invoice information
\- File sharing – for uploading and downloading project files, contracts, or invoices
\- Search and filters – to help users quickly find projects, tasks, or invoices
\- Tables, lists, and detail views – to show project breakdowns, task assignments, or financial summaries
\- Comments or status updates – to keep all project communication in one place
\- Charts – to visualize project timelines, budgets, or payment statuses
\- Calendar view – for tracking deadlines, meetings, or payment due dates
\- Permissions and roles – so team members and clients only see the information relevant to them
All these features can be built using Softr’s drag-and-drop blocks, so you don’t need any coding. If your needs change, you can easily update the portal to match.
No coding is required. You can build your project management and invoicing portal entirely using Softr’s visual editor. Everything from layouts to permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or project teams within the same project management and invoicing platform. Each user only sees the projects, invoices, and data assigned to them based on their login and role. This setup is ideal for agencies, freelancers, or organizations handling multiple projects and stakeholders at once.
Softr supports a wide range of data sources for project management and invoicing. 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 integrate other data sources using the REST API.
You’re not limited to just one source. You can combine multiple data sources in the same app, so your project management and invoicing dashboard can pull in information from both Airtable and HubSpot, for example. Most integrations offer real-time, two-way sync, keeping your data and app up to date automatically.
Yes, Softr gives you full control over how users interact with your project management and invoicing platform. You can customize layouts, navigation, and content to fit your workflow and branding. Each page or block can be shown or hidden depending on the logged-in user, ensuring that project stakeholders or clients only see what’s relevant to them.
You can define different user roles, such as project manager, client, or team member, and set specific permissions for each role. For example, clients can view only their own invoices and project status, while internal staff can manage all projects and billing details. You can also filter data by user for personalized views, keeping everything organized and secure.
Yes, you can. You don’t need existing data in another tool to get started with project management and invoicing on Softr. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates seamlessly with your project and billing workflows.
If you do have data in tools like Airtable, Google Sheets, Notion, HubSpot, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also lets you bring in data from other sources. You have complete control over how your project and invoicing information is structured and displayed.
Yes, you can fully white-label your project management and invoicing app in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the app feel like a natural extension of your company. You can also remove all Softr branding, so your team and clients only see your organization’s identity throughout the experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your project management and invoicing app. You can adjust colors, fonts, spacing, and page structure to match your brand. You can also choose how each page is laid out, decide which blocks go where, and set what different users see when they log in.
To display your data, you can add different types of blocks depending on your needs:
\- Table blocks – to show structured data like project overviews, task lists, or invoices
\- List or Card blocks – to highlight team members, clients, or resources
\- Detail View – to show individual records, such as a project summary or an invoice detail
\- Forms – for data collection, like submitting timesheets or expense reports
\- Charts – to visualize key metrics or financials
\- Calendar blocks – to display deadlines, milestones, or payment dates
If your content or design needs change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what in your app. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive project and invoicing data across your entire app.
For apps connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You’re always in control of your information and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your project and financial data safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your project management and invoicing app needs more users or features, you can upgrade to a paid plan as your team or client base grows.
Softr is built to make it easy to create fully functional, user-facing apps—like project management and invoicing solutions—without needing to write code or rely on developers. What sets it apart is how quickly you can go from idea to working app, and how well it connects with your existing data.
Unlike some no-code tools that focus on mobile apps or are more developer-oriented, Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps for your project management and invoicing workflows.
You can customize everything visually—from content and design to who sees what. And because Softr includes features like user roles, forms, conditional logic, and API support out of the box, you don’t need to patch together multiple tools to launch something polished.
Yes. Softr supports a wide range of integrations so you can connect your project management and invoicing app to the rest of your workflow. You can sync with tools for payments, communication, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflows.
Whether you need to send data to another system, trigger automations based on project updates or payment statuses, or display information from other tools, you can build it into your app, without writing code.