Manage tasks, monitor budgets, and optimize workflows seamlessly with a custom project management tool tailored to your team's needs.


Set up a project management workspace with only the views and budget tracking features you need. Tweak and expand as your team’s process changes.
Connect spreadsheets, time tracking tools, and budget systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Empower your team with project management and budget tracking. Assign secure logins, role-based dashboards, and permissions—no IT support required.
Give project managers, team members, and finance staff dashboards tailored to their roles and budget access.
Give project managers, team members, and finance staff dashboards tailored to their roles and budget access.
Integrate with tools like Make, Zapier, or N8N to automate budget approvals, project updates, and reminders.
Track projects and budgets from anywhere—mobile and desktop ready by default.
Provide fast, secure access to project tracking with Google, email, or SSO—no IT tickets needed.
Protect sensitive project and budget data. Softr is SOC2 and GDPR compliant with granular access controls.
Ask AI about budgets, deadlines, or resources and get answers instantly—all right inside your Softr 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.
Spin up a project management tool with built-in budget tracking in just minutes—no devs needed.
Easily add new boards, approvals, or financial reports as your project needs change—no rebuilds.
Manage projects, budgets, and team collaboration—all in one place, with no extra tools to buy.
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 software with budget tracking is an all-in-one platform where teams can organize projects, tasks, and deadlines while also keeping a close eye on budgets and expenses. It allows project managers and team members to collaborate, track progress, share files, and monitor financials in real time, so you don’t need to juggle multiple spreadsheets or email threads. This makes it much easier to stay organized, meet deadlines, and keep projects within budget.
Softr lets you quickly build project management software with integrated budget tracking that adapts to your workflow. You can connect your existing data sources like Airtable, Notion, HubSpot, or SQL, and create a workspace where your team can track project statuses, assign tasks, log expenses, and share documents—all in one place.
No coding is needed. You can use templates or start from scratch, customize the interface, control who can see or edit what, and match the look and feel to your company’s branding. It’s fast to set up, easy to change as your projects evolve, and makes managing both tasks and budgets simpler for everyone.
You can include a wide selection of features to suit your team’s workflow. Common features include:
\- User logins – so each team member accesses their own projects and budget data
\- Custom dashboards – to display project timelines, task lists, and budget summaries
\- Forms – for submitting new tasks, expense reports, or project updates
\- File sharing – for uploading and downloading project documents and invoices
\- Search and filters – to quickly find project details, team members, or expense items
\- Tables, lists, and detail views – to organize tasks, milestones, and budget line items
\- Comments and status updates – to keep discussion and feedback in one central place
\- Charts – to visualize spending trends, budget vs. actuals, or project progress
\- Calendar view – for tracking deadlines, meetings, or key milestones
\- Permissions and roles – so each user only sees information relevant to their role
With Softr’s drag-and-drop builder, you can set up and adjust these features as your project needs change, without writing any code.
No coding is required. You can build your project management software with budget tracking entirely using Softr’s visual editor. Everything from the layout to user permissions and budget features can be set up and customized without any need to write code.
Yes. You can manage multiple projects and teams within the same project management software with budget tracking. Each user only sees the projects, tasks, and budget details assigned to them, based on their login and role. This is especially useful for organizations juggling several projects or departments at once, and need to keep everything organized and secure in one place.
Softr supports a variety of data sources to power your project management software with budget tracking. 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 data from other sources using the REST API.
You're not limited to just one. You can integrate multiple data sources into the same app, so your project management dashboard, for example, can show project tasks from Google Sheets and budget data from Airtable all in one place. Most sources support real-time, two-way sync, so your data stays up to date automatically.
Yes, Softr gives you complete control over the user experience and permissions in your project management software with budget tracking. You can adjust the layout, navigation, and content to match your team’s workflow and brand. Each page or block can be shown or hidden based on who’s logged in, so every team member or stakeholder sees only what’s relevant to their role.
You can also set up different user roles—such as project manager, team member, or finance lead—and define exactly what each role can access or edit. For example, project managers might see all project and budget details, while individual team members only see their assigned tasks and related budget info. You can create personalized dashboards and views by filtering data based on the logged-in user. This helps keep everything secure, organized, and tailored to each user’s needs.
Absolutely. You don’t need to import your data from another tool to get started with your project management software with budget tracking. If you’re starting fresh, you can use Softr Databases, which is integrated into the platform and works seamlessly with your project management setup.
If you do have existing data in platforms like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can easily connect those as well. You can also use the REST API connector to integrate data from other sources. Either way, you have complete control over how your project and budget data is organized and displayed.
Yes, you can fully white-label your project management software with budget tracking in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the tool feel like a seamless part of your organization. You also have the option to remove all Softr branding, ensuring your team and stakeholders only see your company’s identity throughout the interface.
Absolutely. Softr gives you extensive control over the design and layout of your project management software with budget tracking. You can adjust colors, fonts, spacing, and the overall page structure to fit your organization’s branding. You decide how each page is organized, what blocks appear where, and which users see what when they log in.
When it comes to displaying your data, you have several options:
\- Table blocks – to showcase structured project lists, task boards, or budget summaries
\- List or Card blocks – to highlight team members, project phases, or resource libraries
\- Detail View – to drill down into a single project, task, or expense
\- Forms – for inputting project updates or budget requests
\- Charts – to visualize spending, timelines, or progress
\- Calendar blocks – to present deadlines, milestones, or meeting schedules
If you need to make changes later, it’s easy to update layouts and content right in the visual builder.
Softr takes security seriously. All data within your project management software with budget tracking is encrypted in transit (TLS) and at rest, and your applications are hosted on secure, reliable infrastructure. You have complete control over user access: set up role-based permissions, manage users from your connected data source, and use visibility rules and global restrictions to keep sensitive project or budget data protected.
If you’re linking to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply references and displays it in real time according to your permissions. You maintain full control over who can view or edit information.
Softr also implements industry-standard practices for authentication, access control, and regular platform monitoring to secure your data.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, supporting all standard data sources including Softr Databases, Airtable, Google Sheets, and more.
If your project management software with budget tracking requires more users or advanced features, you can explore the paid plans for additional functionality and scalability: <https://softr.io/pricing>
Softr is designed to help you build powerful project management software with budget tracking—no coding required. The platform stands out for its speed from initial idea to functional app and how easily it connects to your existing data.
While some no-code tools focus on creating mobile apps (like Glide) or cater mainly to developers (like Retool), Softr is ideal for non-technical teams that want full control over design, permissions, and user experience. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, all while creating a secure, fully branded platform for your projects.
Everything is customizable in the visual builder: content, workflows, and who can access which information. Since Softr includes user roles, forms, conditional logic, and API support out of the box, you won’t need to rely on multiple platforms to launch your tool.
Yes, Softr supports a wide range of integrations to help you automate workflows and connect your project management software with budget tracking to your existing tool stack. You can integrate with services like Stripe for payments, Intercom for team communication, and automate tasks through Zapier, Make, or N8N. Softr also supports REST API and webhooks for building advanced, custom automations.
Whether you want to push data to other systems, trigger automations based on project activity, or display information from other platforms, you can set it all up without having to write any code.