Turn project requests into assignments, deliverables, and client documents, with permissions and hosting covered for consulting teams.




Add the project views and workflows you need today, then adjust assignments, deliverables, and approvals as consulting work changes over time.






Manage project data in Softr Databases, or connect Google Sheets, Airtable, and other systems with real-time sync. Keep requests, assignments, and deliverables in one place.
Give consultants, project leads, and operations teams the right tools and access. Set up secure logins, user groups, and granular permissions.
Give consultants, project leads, and operations teams tailored dashboards and access to the records they need.
Give consultants, project leads, and operations teams tailored dashboards and access to the records they need.
Trigger workflows when requests arrive, assignments change, or deliverables move between project stages.
Access project requests, assignments, and client documents from any device. All apps are mobile-ready by default.
Use email, Google, or SSO logins to give consultants and operations teams fast, secure access.
Keep project and client data protected with encryption, granular permissions, and SOC 2 Type II compliance for Softr Databases.
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.

Describe your consulting operations tool and get request tracking, assignments, and summaries in minutes.

Add review steps, project views, or document workflows as consulting engagements change.

Bring requests, consultant assignments, deliverables, and client documents into one internal tool.
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.




A consultancy operations tool is a secure workspace where partners, project managers, consultants, and operations teams log in to manage delivery work. It can bring together client accounts, project briefs, scopes, proposals, consultant assignments, timesheets, deliverables, invoices, and project timelines. Instead of tracking status through scattered email threads and spreadsheets, your team gets one place to review milestones, update resourcing, and find the latest client files. Each person can see the records relevant to their role, while leadership keeps an overview of active engagements and team capacity.
Consultancy teams get a clearer view of delivery, staffing, and client commitments without waiting for a custom software project. Softr is an AI app builder for business software. Describe your workflow in plain language, and it generates the database, pages, and logic, already connected and secure, with no code at any point. You can also start from a template or build from scratch, then move between AI generation and visual editing whenever you need to refine a project dashboard or resource view.
Your records can run on Softr Databases or connected tools such as Airtable, Google Sheets, or HubSpot. You control the layout, which partners, project managers, and consultants can see each record, and how your consultancy is branded.
You can assemble a consultancy operations tool from editable drag-and-drop blocks, including:
- **AI inside the app:** Ask AI can answer questions about project margins or overdue deliverables, while Database AI Agents can classify incoming briefs by service line or flag projects missing a statement of work.
- **Custom interface:** A Vibe Coding block can create a tailored resource-allocation panel showing consultant availability against project start dates.
- **Automations:** Softr Workflows can notify a project manager when a milestone changes to at risk, or create a review task when a new client brief is submitted.
- **Access controls:** Partners can view firm-wide revenue and pipeline records, while consultants see only their assigned engagements.
- **Structured intake:** Forms support file uploads and conditional logic for proposals, briefs, and client requests.
- **Reporting and navigation:** Build dashboards and charts from live data, plus filtered lists, tables, kanban boards, and detail views for projects, opportunities, and deliverables. Everything remains editable later.
Describe the consultancy workflow you want in plain language, such as a project register with staffing, milestones, budgets, and client deliverables, and Softr builds the starting app. The result runs on a production-ready foundation rather than raw, fragile code. Authentication, database logic, and security are handled natively, so a new project status or permission change does not create a Day Two maintenance problem for your operations team.
When you use a Vibe Coding block for a custom utilization view or margin calculator, every prompt and edit is versioned. If a change disrupts a partner dashboard or consultant assignment screen, you can roll it back instead of trying to reconstruct the right prompt.
Yes. A single app can serve partners, project managers, consultants, finance, and business development. Login and role-based permissions ensure a consultant sees assigned projects and deliverables, while finance can access invoices and project budgets and partners can review pipeline and firm-wide capacity. Each department works from the same records without exposing unrelated client accounts.
You can start without existing data, including if your consultancy is moving beyond a spreadsheet of projects, contacts, or consultant availability. Softr Databases is built into the platform, so you can create relational records for clients, engagements, milestones, timesheets, and invoices directly in Softr.
If your current spreadsheet is already useful, Google Sheets connects, as do Airtable, HubSpot, Notion, Coda, monday.com, Supabase, and SQL databases. The REST API connector covers other sources. Either way, you decide how client accounts, project stages, and staffing records are structured and displayed.
Softr Databases is the recommended starting point for a consultancy operations tool. It is a native relational database built for business apps, with high performance, instant automation triggers, and fast access because the data runs within Softr.
Softr also connects to 21+ external data sources, including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. Airtable is a common choice for existing project registers and client records, while HubSpot can supply business development data. One app can draw on several sources at once, and most support real-time two-way sync, so project managers can work with current engagement data alongside pipeline or finance records.
You control the layout, navigation, and content shown to each consultancy role. For example, partners can see pipeline value, project profitability, and firm-wide staffing, while consultants can view only their assigned projects, tasks, and client deliverables. You can define precise view and edit rights, hide pages or blocks, and filter records by the logged-in user.
Before launch, Softr's built-in preview lets you open the app as a partner, project manager, or consultant. That makes it possible to confirm that a consultant cannot edit a project budget and that a partner can review the required financial records, without creating test accounts or setting up another environment.
Yes. Apply your consultancy's logo, brand colors, fonts, and custom domain, then remove Softr branding. That matters when project managers, consultants, and clients use the same workspace, because the project dashboard and deliverable review area can match your firm's identity rather than looking like a generic internal system.
You can adjust colors, fonts, spacing, and page structure to match how your consultancy runs delivery. Choose which blocks appear on each page and what partners, project managers, consultants, or finance users see after login.
- **Table:** Review project budgets, invoice status, or consultant assignments in rows.
- **List or Card:** Scan active client engagements, open proposals, or overdue deliverables.
- **Detail View:** Give a project manager the full brief, milestones, files, and notes for one engagement.
- **Forms:** Capture a new client request, staffing need, or timesheet with the fields that matter.
- **Charts:** Compare utilization, revenue by service line, or project margin.
- **Calendar:** Plan workshops, milestone reviews, and consultant availability.
Everything stays editable in the visual builder, so you can change the arrangement as your delivery process evolves.
Consultancies often hold sensitive client briefs, commercial proposals, project budgets, consultant notes, and personal contact information. Softr encrypts data in transit with TLS and at rest on secure infrastructure. Authentication, role-based permissions, visibility rules, global restrictions, and users managed in your data source help control who can view or edit each record.
With Softr Databases, client accounts and engagement records sit in Softr's secure environment, hosted in Europe in Germany, and the database is SOC 2 Type II compliant. If you connect an external source, Softr stores nothing from it and displays live data according to your access settings. These controls support common authentication, access control, and monitoring practices, so a consultant can work on assigned deliverables without gaining access to another team's client budget.
It can be production-ready for real partners, project managers, consultants, and finance users working with live client accounts, project budgets, milestones, and invoices. Many AI tools generate fragile custom code that becomes difficult to maintain or secure when a permission rule or workflow changes. Softr builds on a stable business-grade foundation instead.
Authentication, secure hosting, and granular permissions are handled natively, which addresses the Day Two problem. You can start with an AI-generated project dashboard, test access for each role, and refine the app visually before putting real engagement records into daily use. The same foundation is used by over 1 million builders, giving teams a basis for moving from an initial operations workflow to a production app.
Pure vibe coding tools generate fragile code that can leave a consultancy responsible for authentication, permission logic, hosting, and maintenance. Traditional no-code tools avoid code but often require hours of manual configuration. Softr takes a hybrid approach: describe your projects, staffing workflow, and client records, let AI generate the database, app, and logic, then refine pages and permissions visually.
The business-grade foundation already includes authentication, roles, permissions, and hosting, so a non-technical operations team can move from a delivery prototype to real use. Softr apps are also agent-ready. A logged-in partner or project manager can operate the app through an AI assistant over MCP, but only within the actions and records their existing user group allows. There is no second permission model to build or audit.
A consultancy can automate a useful first step on day one: when a new client brief is submitted, Softr Workflows can create an intake task, notify the relevant practice lead, and start a review process. Workflows can run when a record changes or when someone clicks a button, so a project manager can trigger follow-up after a milestone moves to at risk.
Softr also syncs with tools such as Stripe and Intercom. REST API connections and webhooks cover advanced cases, including sending engagement data to another system, triggering an automation after a consultant updates a timesheet, or displaying pipeline records from an external tool. These workflows and integrations require no code.
Describe your consulting operations tool and launch it fast, with no dev work required.