Build your agency workflow software without code
Track creative pipelines and manage assets in an AI-powered system built with AI that you customize to fit your agency's workflow.
Build exactly what your agency needs
Customize your agency workflow software with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Creative project pipeline tracking
Centralized asset document management
Client intake and onboarding
Feedback and approval loops
Agency billable time tracking
Automated status update notifications
Unify your agency project data in real time
Connect creative assets, client data, and project trackers with real-time sync—or manage everything in Softr Databases. Create one source of truth for your agency workflows.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so each role sees just the tasks and assets they need to complete their work.
User groups
Give different team members tailored access and dashboards, so each role sees just the tasks and assets they need to complete their work.
Automations
Streamline your agency processes with Softr Workflows. Trigger native notifications for status updates and feedback loops to keep projects moving.
Works on any device
Access and update your agency workflow software on the go. All modules are mobile-ready out of the box for hybrid teams.
Easy, secure logins
Use Google, email, or SSO logins to give your creative team fast, secure access—no IT tickets or complex setups needed.
Security
Keep client data and internal project assets safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
Why Softr vs other software
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.
Easy, fast setup
Build your agency workflow software in minutes with AI—no manual configuration or manual setup needed.
Consolidate your stack
Add features like billable time tracking, client portals, or approval loops as your agency's needs evolve.
Flexible as you grow
Start with project tracking, then add client portals and team dashboards—all in one place with no extra tools.
Generate a custom agency workflow software in minutes
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.
The go-to platform for business operations
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.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your agency workflow software
Launch faster with a tool built for your workflow. Get started free. No setup time, no dev needed.