Build agency workflow software, no code required
Streamline project tracking, enhance collaboration, and optimize operations with a customizable workflow app tailored for your agency.
Customize your tool around your processes
Build a workflow platform tailored to your agency’s needs. Add only the features your team uses, and update your setup as projects evolve.
Client onboarding management
Project intake and tracking
Task assignment and updates
Asset and document sharing
Client approval workflows
Time tracking and reporting
Unify your agency workflow data in real time
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Custom access for every team. Built-in security, no dev time.
Empower your agency staff with the right tools and access for every project. Set up secure logins, user groups, and permissions—no IT help required.
Advanced permissions
Give different agency roles—from project managers to creatives—customized dashboards and access, so everyone sees just what they need.
User groups
Give different agency roles—from project managers to creatives—customized dashboards and access, so everyone sees just what they need.
Automations
Integrate with tools like Make, Zapier, or N8N to automate project updates, task assignments, and status notifications.
Works on any device
Update project details, collaborate, and track progress from any device. All apps are mobile-ready out of the box.
Easy, secure logins
Let your team log in with Google, email, or SSO for fast, secure access to your agency’s projects—no IT support needed.
Security
Keep client and project data safe with SOC2 and GDPR compliance, plus fine-tuned agency-grade access controls.
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Put AI to work for agencies
Team members can ask AI about project status, budgets, or tasks—getting instant answers right inside your workflow software.
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
Launch your agency project management tool in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add client portals, task boards, or custom approvals as your agency's needs evolve—no rebuild needed.
Flexible as you grow
Manage projects, clients, and team workflows—all in one place, without juggling extra tools.
Build a fully custom agency workflow software in minutes
Connect to your data in seconds
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.
Customize layout and logic
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.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your project management solution today