Streamline project workflows, manage clients, and enhance team collaboration with a customizable tool tailored for your agency.


Create a portal tailored to your creative agency’s workflow. Add only the features you need today, and adjust as your projects evolve.
Connect spreadsheets, project management tools, and client databases with real-time sync—or manage everything in Softr Databases. One source of truth for your creative workflows.
Empower creative, account, and production teams with the tools and access they need. Set up secure logins, user groups, and permissions—no IT help required.
Give creatives, account managers, and admins tailored access and dashboards, so each role sees only what they need.
Give creatives, account managers, and admins tailored access and dashboards, so each role sees only what they need.
Connect with creative tools like Make, Zapier, or N8N to automate project updates, client communications, and status reports.
Access your agency’s internal tools on the go—track projects or update briefs from any device.
Let your team sign in securely with Google, email, or SSO—no IT tickets or setup hassle.
Keep agency and client data protected. Softr is SOC2 and GDPR compliant, with detailed access control.
Let your team ask AI for project status, assets, or briefs—answers appear instantly inside your agency’s internal tool.
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.
Launch your agency’s internal tool in minutes with drag-and-drop blocks and templates.
Add project tracking, asset management, or team workflows as your agency scales—no rebuilds needed.
Manage briefs, client info, and creative workflows in one place—no more juggling extra tools.
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.












Creative agency software is a platform designed to help creative teams, agencies, and studios manage their projects, clients, and workflows in one central place. It offers a secure portal where your team and clients can collaborate, review work, access files, track project progress, and communicate without endless email threads. This makes it much easier to keep everything organized and deliver a smoother client experience.
Softr makes it simple to build creative agency software tailored to how your team operates. You can connect your existing project data from tools like Airtable, Notion, Hubspot, or monday.com, and set up a workspace where your team and clients log in, view project updates, share feedback, and upload or download assets—all in one place.
You don’t need any coding skills. You can start with a template or create your own layout, brand it to match your agency, and decide exactly who can see or edit each section. It’s quick to launch, easy to maintain, and flexible so you can adapt as your agency grows or your workflow changes.
You can include a variety of features in your creative agency software, depending on your agency’s process and needs. Some common options are:
\- User logins – so team members and clients can securely access their own dashboards
\- Project dashboards – to track project timelines, deliverables, and status updates
\- Feedback forms – for clients to review and approve designs or content
\- File sharing – for uploading and downloading creative assets or briefs
\- Search and filters – to help users quickly locate projects, files, or deliverables
\- Tables, lists, and detail views – to display tasks, client info, or project milestones
\- Comments or status updates – to centralize communication
\- Charts – to visualize KPIs, project progress, or resource allocation
\- Calendar view – for tracking deadlines, meetings, or campaign launches
\- Permissions and roles – so only authorized users see sensitive info
All of these features can be built visually using Softr’s drag-and-drop blocks, with no coding needed. And as your agency’s needs change, you can easily update your software.
No coding is needed. You can build your creative agency software using Softr’s visual editor. Everything from the layout and branding to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or creative teams in a single workspace using the creative agency software. Each user—whether they’re a client, designer, or project manager—only sees the content, projects, and files assigned to them based on their login and role. This setup is perfect for agencies juggling several projects and stakeholders at once.
Softr supports many popular data sources, making it easy to connect the tools your creative agency already uses. You can integrate with 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 places using the REST API.
You’re not limited to just one—mix and match different sources within your creative agency software. For example, you can pull in client briefs from Airtable and project statuses from Google Sheets, all displayed together. Most integrations support real-time, two-way sync, so your team and clients always see the latest updates.
Yes, Softr gives you full control over the user experience in your creative agency software. You can easily customize layouts, navigation, and project dashboards to reflect your agency’s brand and processes. Each page or section can be shown or hidden depending on who’s logged in, so clients, team members, and admins only see what’s relevant to them.
Set up user roles like client, designer, or project manager, and specify exactly what each can view or edit. For example, clients might only see their own project progress and deliverables, while creative leads can manage all ongoing projects. You can also personalize views for each user by filtering content based on their assignments. This level of customization keeps everything organized, secure, and tailored for each role in your agency.
Yes, you can. You don’t need existing data from another platform to get started with your creative agency software. If you’re starting fresh, you can use Softr Databases, which are built right into the platform and integrate seamlessly with your agency’s workflow.
If you do have project data or assets in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can easily connect those as well. The REST API connector also lets you pull in data from other sources as needed. No matter where you start, you have full control over how your creative projects and assets are organized and displayed.
Yes, you can fully white-label your creative agency software in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the platform feel like a seamless extension of your agency. All Softr branding can be removed, so your team members and clients see only your agency’s identity throughout their experience.
Absolutely! Softr gives you plenty of flexibility to control both the design and layout of your creative agency software. You can adjust colors, fonts, spacing, and page structure to reflect your agency’s brand. You can also decide how each page is structured, place blocks wherever you need, and set up tailored experiences for different user roles, like clients, designers, or project managers.
To showcase your data, you can add specific blocks for your workflows:
\- Table blocks – to track projects, invoices, or creative briefs
\- List or Card blocks – to highlight team members, client accounts, or services
\- Detail View – to display individual project dashboards or client profiles
\- Forms – for submitting project requests or feedback
\- Charts – to visualize project timelines or team performance
\- Calendar blocks – to display deadlines, meetings, or events
If you need to tweak your content or layout down the line, it’s simple to update everything right in the visual builder.
Softr is designed with security as a top priority. All data related to your creative agency software is encrypted in transit (TLS) and at rest, and your software is hosted on secure, reliable infrastructure. You have full control over access: set up role-based permissions, manage users from your data source, apply visibility rules, and set global restrictions to keep sensitive agency and client data safe.
If your software connects to external data sources like Airtable, Notion, or SQL, Softr only displays the information in real time based on your access settings—it doesn’t store your data. You remain in full control over who can view or edit anything.
Softr also adheres to best practices for authentication, access control, and platform monitoring to help keep your creative work and client information secure.
You can start building your creative agency software for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, and supports all major data sources like Softr Databases, Airtable, and Google Sheets.
If your agency needs to onboard more users or access advanced features, you can explore the paid plans for more scalability and functionality: <http://softr.io/pricing>
Softr stands out by making it easy to build fully functional, user-friendly software for creative agencies—like project management apps, client collaboration tools, and internal resource hubs—without the need for coding or a developer. What makes Softr unique is how quickly you can move from concept to a live platform, and how seamlessly it connects to your existing agency data.
Unlike some no-code tools that focus on mobile apps (such as Glide) or require more technical expertise (like Retool), Softr is designed for creative teams who want complete control over layout, user experience, and permissions. You can build on top of live data from Airtable, Google Sheets, Softr Databases, or SQL, and launch secure, branded software for your agency or clients.
You can customize every aspect visually—content, design, access, and more. With built-in features like user roles, forms, conditional logic, and API support, you won’t need to piece together multiple tools to create a polished agency solution.
Yes! Softr supports a wide range of integrations, making it easy to connect your creative agency software with the rest of your workflow. You can link with tools like Stripe for payments, Intercom for communication, and automate tasks with Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced automations.
Whether you want to push updates to another system, trigger notifications when a project status changes, or display information from other tools right in your agency dashboard, you can build it into your software—no coding required.