Streamline project management, enhance team collaboration, and optimize processes with a custom app tailored to your creative agency.


Set up a workflow that matches how your creative team works best. Add just the features you need now, and adjust as your projects evolve.
Connect spreadsheets, project management tools, and design software with real-time sync—or manage everything in Softr Databases. One source of truth for your agency's projects.
Empower your creative agency with tailored tools and access for each team member. Manage projects, clients, and workflows securely—no IT support required.
Tailor dashboards and access for designers, project managers, or clients so everyone sees only what they need.
Tailor dashboards and access for designers, project managers, or clients so everyone sees only what they need.
Connect with tools like Make, Zapier, or N8N to automate project updates, approvals, and repetitive agency tasks.
Track and manage your agency’s projects anywhere—Softr apps are mobile-ready by default.
Give your team and clients fast, secure access with Google, email, or SSO logins—no IT tickets needed.
Protect sensitive client and project data with SOC2 and GDPR compliance, plus fine-grained access control.
Let your team ask AI for project updates or deadlines—answers appear instantly, right inside your agency workflow portal.
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.
Get your creative projects organized in minutes with drag-and-drop templates—no coding needed.
Add features for briefs, feedback, or client reviews as your agency’s needs change—no rebuilds required.
Manage projects, client assets, and team tasks together—no need for multiple tools or extra seats.
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 workflow software is a centralized platform designed to help creative teams manage projects, track progress, collaborate, and communicate with clients in one place. It streamlines every stage of an agency’s process, from onboarding and creative briefs to approvals and final deliverables. This way, everyone—designers, account managers, and clients—can stay aligned, reducing the need for endless email threads or scattered feedback.
Softr makes it easy to build creative agency workflow software tailored to your team’s unique processes. You can integrate your existing data from tools like Airtable, Notion, HubSpot, monday.com, SQL, and more, and create a workspace where team members and clients can log in, track project updates, review files, and provide feedback—all in one organized environment.
No coding is necessary. Start with a template or build from scratch, customize layouts, define user permissions, and brand the workflow to match your agency’s identity. It’s quick to set up, simple to update as your process changes, and flexible enough to handle everything from small campaigns to large, multi-stage projects.
You can build a wide variety of features into your creative agency workflow software, depending on how your team collaborates. Some popular options include:
\- User logins – so each team member or client can access their own projects and files
\- Custom dashboards – to display project statuses, deadlines, and key metrics
\- Forms – for collecting creative briefs, feedback, or new project requests
\- File sharing – allowing easy upload and download of drafts, assets, and final files
\- Search and filters – to help your team and clients quickly find relevant projects or resources
\- Tables, lists, and detail views – to organize tasks, assignments, or deliverables
\- Comments or status updates – to centralize communication and track feedback
\- Charts – to visualize timelines, workloads, or campaign results
\- Calendar view – for managing deadlines, meetings, or milestones
\- Permissions and roles – so that team members and clients only see the content relevant to them
All these features are created using Softr’s intuitive drag-and-drop builder, so you can update or expand your workflow software as your agency evolves.
No coding is required. You can build your creative agency workflow software entirely using Softr’s visual editor. Everything from layout and project structure to user access can be customized without writing a single line of code.
Yes. You can manage multiple clients or project teams within the same creative agency workflow software. Each user only sees the content and project data assigned to them, based on their login and role. This setup is especially useful for creative agencies that juggle several clients or teams at once, ensuring everyone has access only to the workflows and files relevant to them.
Softr supports a wide range of data sources for your creative agency workflow software. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also import data from other platforms using the REST API.
And you’re not limited to just one—your workflow software can pull in project data, client details, and creative assets from multiple sources at once. Most integrations offer real-time, two-way sync, so updates in your workflow or in your connected tools will stay in sync automatically.
Yes, Softr gives you complete control over how users interact with your creative agency workflow software. You can tailor the layout, navigation, and content to match your agency’s brand and processes. Each page or block can be shown or hidden based on who’s logged in, ensuring clients and team members only see what’s intended for them.
You can also define user roles such as client, designer, project manager, or admin, and decide exactly what each role can view or edit. For example, clients might see project status and deliverables, while your internal team manages tasks and timelines. Personalized views can also be created by filtering information according to the logged-in user—making it easy to manage complex projects for multiple clients while keeping everything secure and organized.
Yes, you can. You don’t need to have existing data in another tool to start using the creative agency workflow software built with Softr. If you’re creating your workflows from scratch, you can use Softr Databases, which is integrated directly into the platform and works seamlessly with any workflow or client project you build.
If your agency already has data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your agency’s projects and tasks are structured and displayed.
Yes, you can fully white-label your creative agency workflow software in Softr. You can use your own agency’s logo, colors, fonts, and custom domain to make the platform feel like a seamless extension of your team. You also have the option to remove all Softr branding so that your clients and collaborators only see your agency’s identity throughout the workflow experience.
Absolutely. Softr offers plenty of flexibility for customizing both the design and layout of your creative agency workflow software. You can adjust colors, fonts, spacing, and the overall structure to match your agency’s brand and workflow needs. Arrange the layout of each page, select which blocks go where, and set up unique views for different team members or clients.
To display your data, you can use a variety of blocks:
\- Table blocks – for project tracking, campaign calendars, or resource management
\- List or Card blocks – to showcase client briefs, creative assets, or team member profiles
\- Detail View – to zoom in on individual projects or campaigns
\- Forms – to gather feedback, submit requests, or collect briefs
\- Charts – to visualize project status, timelines, or budgets
\- Calendar blocks – to organize deadlines, meetings, or milestones
If your workflow or branding needs change, you can easily update your software right in the visual builder.
Softr is designed with security as a top priority. All your agency’s data is encrypted both in transit (TLS) and at rest, and your workflow software is hosted on secure, reliable infrastructure. Softr lets you control access with role-based permissions, manage users directly from your data source, set up visibility rules, and apply app-wide restrictions to safeguard sensitive project or client data.
If your workflow uses external data sources like Airtable, Notion, or SQL, Softr doesn’t store your information—it simply displays it in real time based on your settings. You stay in control of your data and who can view or update it.
Softr follows industry best practices for authentication, access control, and platform monitoring to help keep your agency’s information protected.
You can get started for free. Softr’s Free plan allows you to publish one app with up to 10 users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your agency needs to onboard more users or requires additional features, you can explore the paid plans to find what suits your workflow best.
Softr is designed to help you quickly build fully functional, user-facing apps—like creative agency workflow software, project trackers, or client portals—without needing to code or depend on developers. What sets it apart is how seamlessly you can move from concept to launch, and how easily it connects to your existing data sources.
Compared to other no-code platforms (like Glide, which is mobile-focused, or Retool, which is developer-oriented), Softr is built for creative teams that want visual control over design, user experience, and permissions. You can build on top of live data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded workflow tools that your team and clients can log into.
Everything is customizable in the visual builder—from layouts and design to user access. Softr’s built-in user roles, forms, conditional logic, and API support mean you don’t have to piece together multiple tools to launch a polished agency workflow platform.
Yes! Softr supports a wide range of integrations so you can connect your creative agency workflow software to the rest of your tech stack. You can integrate with tools like Stripe for payments, Intercom for communications, and use platforms like Zapier, Make, or N8N to automate tasks and streamline processes. Softr also offers REST API and webhooks for advanced automations.
Whether you need to sync project data, trigger notifications based on workflow actions, or display data from other platforms, you can build these automations into your workflow software—no coding required.