Track tasks and approve assets in any AI-powered system built with AI that you customize or adapt to fit your agency's creative workflow.




Customize your setup with the exact steps and views your team needs. Add blocks for asset approvals and design briefs as your processes evolve.





Connect spreadsheets, CRMs, and asset trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your creative business.
Give each creative and client the right views and access in a branded portal. Set up secure logins, user groups, and asset permissions in minutes.
Softr apps are mobile-ready by default. Turn your agency tool into a downloadable app in one click with Softr's PWA—perfect for on-the-go approvals.
Softr apps are mobile-ready by default. Turn your agency tool into a downloadable app in one click with Softr's PWA—perfect for on-the-go approvals.
Build native automations with Softr Workflows to handle status updates, deadline alerts, and client progress notifications automatically as project records change.
Provide separate logins for designers, account managers, and clients, creating personalized dashboards for every role involved in the project.
Apply rules for different groups. Customize who can view design briefs and which clients can approve assets at a granular level.
Protect sensitive creative assets and client data from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 creative agency project management software in minutes with AI—no manual configuration required.

Add features like client approval workflows, resource scheduling, or billing as your agency's needs evolve.

Start with project tracking, then add client portals, briefing forms, or dashboards—all in one place.
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.




Creative agency project management software is a dedicated workspace designed to streamline the lifecycle of creative work, from initial client briefs to final asset delivery. It centralizes design feedback, production timelines, and budget tracking, replacing fragmented email threads and messy spreadsheets. By providing a single source of truth for both creative teams and their clients, it ensures that project milestones are met and high-quality work is delivered on schedule.
Softr is the first AI-native platform for building specialized business software, making it uniquely suited to build creative agency project management software that mirrors your specific creative process. You can describe your agency's unique workflow to the AI Co-Builder to instantly generate a database for creative assets, project portals, and client approval logic—all fully connected and secure.
Since no coding is required, you can kickstart your app using AI, a creative agency template, or a blank canvas. Your system runs on Softr Databases, or you can leverage existing data from Airtable, Google Sheets, or HubSpot. You maintain total creative control over the visual interface, allowing you to brand the software to match your agency’s aesthetic while precisely defining who can view sensitive budget data or project drafts.
You can customize your creative agency project management software with a variety of features tailored to the design and production process, blending functional blocks with AI-driven workflows:
- AI-Powered Intelligence – Utilize Ask AI to let account managers query campaign performance or use Database AI Agents to automatically generate creative briefs from raw client notes.
- Vibe Coding Blocks – Create custom UI components, such as a proofing gallery for visual feedback or a dynamic brand kit viewer, using the AI Code block to build exactly what your designers need.
- Softr Workflows – Setup automatic triggers that notify clients via email as soon as a design draft is marked as 'Ready for Review' or sync final deliverables to a cloud folder.
- Client Portals & Logins – Ensure clients only see their specific campaign assets and timelines, while your internal team maintains a high-level view of all active agency work.
- Forms & Data Collection – Build intake forms for new design requests that include file uploads for brand assets and brief templates.
- Dashboards & Charts – Monitor agency capacity, billable hours, and project profitability with real-time visual summaries.
- Lists & Advanced Filtering – Use Kanban boards to manage the production pipeline and searchable tables to archive past creative assets.
Everything is built via drag-and-drop, making it easy to add a custom video review block or update your approval workflow as your agency scales.
Vibe coding allows you to build sophisticated creative agency project management software simply by articulating your agency's needs to the AI Co-Builder. You can describe how you want to track campaign phases or manage designer availability, and Softr will generate a production-ready app with those exact frameworks in place.
While other tools leave you with unmanaged code snippets, Softr manages the infrastructure natively—including secure file storage and project-based permissions. This means you get the speed of rapid AI prototyping without the technical debt of maintaining custom code. You describe the agency workflow, Softr builds the interface, and your creative team can start logging hours and uploading designs immediately.
Yes, you can securely manage a diverse portfolio of clients and internal creative departments within a single application. Through Softr's permission system, users only see the projects and brand assets assigned to them based on their login. This ensures a design client for 'Brand A' cannot see the confidential campaign materials for 'Brand B,' even though both are managed through the same central hub.
Absolutely. You don't need a pre-existing system to start building your creative agency project management software. Softr Databases are built directly into the platform, allowing you to create tables for clients, projects, and task lists from scratch. If you're currently using Airtable for asset tracking or Google Sheets for budgeting, you can connect those as well, but Softr provides everything you need to start your data architecture from day one.
Softr Databases is our native, relational data source, optimized for agency apps to provide fast performance and instant workflow triggers for your creative pipeline. Because the data is native, the experience for your designers is exceptionally smooth.
If you prefer to keep your creative data elsewhere, Softr connects to over 17 external sources including Airtable, Google Sheets, HubSpot, and SQL. You can even combine sources—for example, pulling client billing info from HubSpot while managing creative tasks in Softr Databases. Most connections support two-way sync, ensuring your project statuses are always current across all tools.
Yes, Softr provides granular control over the agency project experience. You can customize the dashboard layout and navigation to reflect your agency's unique creative process. Every page and asset block can be visibility-controlled based on user roles, ensuring stakeholders see only high-level milestones while designers have access to detailed task requirements.
You can establish roles such as 'Creative Director,' 'Freelancer,' and 'Client Representative.' For instance, a freelancer might only see a list of their assigned mood boards, while a Creative Director can oversee agency-wide resource allocation. This keeps the workspace clutter-free and professional for every user involved.
Yes, full white-labeling is a core feature for agencies. You can apply your custom domain, logo, and brand colors to the project management software, ensuring it feels like a proprietary agency tool. By removing Softr branding, you provide your clients with a premium, professional experience that reinforces your agency's brand identity every time they log in to review a project.
Yes, you have full creative license over the design and layout of your agency software. You can modify fonts, spacing, and page structures to match your agency's aesthetic. You decide how your design data is presented using specialized blocks:
- Kanban blocks – for tracking design tasks through 'Drafting,' 'Review,' and 'Approved' stages.
- Card blocks – to display a visual gallery of current creative assets and mood boards.
- Detail Views – for deep dives into specific project briefs or brand guidelines.
- Forms – for client project requests and feedback submissions.
- Charts – to visualize designer workload or project budgets.
- Calendar blocks – to track campaign launch dates and content deadlines.
Changes are made in the visual builder, so you can tweak the layout as your agency's services evolve.
Security is paramount for agency work, and Softr is built to protect sensitive creative assets and client data. All information is encrypted via TLS in transit and at rest. Using role-based permissions, you define exactly who can download high-resolution files or view financial contracts.
For agencies using Softr Databases, data is hosted securely in Germany with SOC 2 Type II compliance. If you connect to external sources like Airtable or SQL, Softr displays your data in real-time without storing it on our servers. You maintain complete governance over your agency's intellectual property and client confidentiality.
It is a fully production-ready solution. While basic AI tools might generate disconnected code that is difficult for an agency to maintain, Softr builds your project management software on a robust, business-grade foundation.
We provide the essential infrastructure natively—including client authentication, secure file uploads for design assets, and role permissions. This eliminates the technical risk of AI generation; you get an instantly tailored project management tool that is scalable, secure, and ready for your team to use in high-stakes client work from day one.
Softr stands out as the first AI-native platform designed for business software. Unlike traditional no-code tools that require manual setup of every button and link, or 'vibe coding' tools that lack a stable framework, Softr's AI Co-Builder generates a secure, structured house for your agency's data.
This hybrid approach allows you to use AI to build the core project tracking logic in minutes, then use the visual editor to fine-tune the user interface for your designers. It offers the speed of AI generation paired with the reliability of established business infrastructure like integrated logins and secure hosting, allowing creative teams to deploy professional tools without a developer.
Yes, Softr allows you to connect your creative agency project management software to the rest of your production stack. You can automate internal workflows—such as generating a task in Slack when a client submits a new brief—or integrate with Stripe for project deposit payments.
With support for the REST API, webhooks, and integrations like Zapier or Intercom, you can sync your creative data across all your favorite tools. Whether you need to send time-tracking data to an accounting system or pull content from a social media scheduler, you can build these bridges without writing code.
Describe your project workflow and let AI build your custom software in minutes. Get started today for free.