Manage projects, track stages, and approve assets in an AI-powered system built with AI to fit your agency's creative workflow.




Customize a creative agency workflow software that looks sleek out of the box. Add only the features you need and iterate as your team evolves.





Connect briefs, asset libraries, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your creative team.
Give each client and designer the right views in a branded portal. Set up secure logins, user groups, and permissions for assets and briefs in minutes.
Softr apps are mobile-ready by default. Turn your workflow tool into a downloadable app for on-the-go approvals with Softr's PWA capability.
Softr apps are mobile-ready by default. Turn your workflow tool into a downloadable app for on-the-go approvals with Softr's PWA capability.
Build native automations with Softr Workflows to handle stage notification updates and asset approval alerts automatically whenever records change.
Provide separate logins for clients and internal creative teams, creating personalized dashboards for every project stakeholder.
Apply rules for different roles. Customize who can view creative briefs and which assets can be edited, even at a granular field level.
Protect sensitive client assets and agency 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 agency workflow software in minutes with AI—no manual setup or complex configuration needed.

Add features like client approval portals or resource scheduling as your team grows—no need to rebuild.

Start with project tracking, then add client portals and team dashboards—all in one place with no extra tools.
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 workflow software is a secure, centralized environment where your team and clients can manage the entire production lifecycle—from initial creative briefs and asset approvals to project timelines and final delivery. It keeps all campaign communication in one place, so your designers and account managers don't have to hunt through messy email chains or outdated spreadsheets. This makes it easier to keep creative projects on track and provide a professional, transparent experience for your clients.
Softr is the first AI-native platform for building business software, making it uniquely suited to build a creative agency workflow software that matches your specific production process. You can describe your agency's unique requirements—like tracking video production stages or managing brand assets—to the AI Co-Builder to instantly generate your database, project boards, and approval logic, all while remaining secure.
You don't need to code anything. You can start by generating with AI, using a creative project management template, or building from scratch. Everything runs on Softr Databases, or you can connect the tools your agency already uses, like Airtable for project tracking or Google Sheets for budgeting. You have full control to customize the agency-themed interface, decide which freelancers see which tasks, and brand the portal with your agency’s aesthetic. It’s quick to launch for a new campaign and flexible enough to scale as your client roster grows.
You can include a wide range of features in your creative agency workflow software, depending on how your creative team operates. A high-performing agency app usually mixes classic project management tools with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let account leads query campaign performance data, or set up Database AI Agents to automatically summarize creative briefs or generate initial copy drafts.
- Vibe Coding Blocks – Build custom UI elements—like a proprietary media player or a specific brand asset gallery—using the AI Code block to "vibe code" exactly the interactive components your creatives need.
- Softr Workflows – Build native automations, such as automatically notifying a client via email when a proof is ready for review or updating a task status when an asset is uploaded.
- User Portals & Logins – Securely manage access so freelancers only see their assigned tasks while clients only see their specific project milestones.
- Forms & Data Collection – Capture project intake requests with custom creative brief forms, including file uploads for mood boards.
- Dashboards & Charts – Visualize agency throughput, team utilization, and project profitability with real-time charts.
- Lists & Advanced Filtering – Manage your production pipeline with searchable Kanban boards for design stages or detailed table views for asset libraries.
Everything is built using Softr's drag-and-drop blocks without writing code. Need a custom feedback tool? Use Vibe Coding to generate it with AI.
Vibe coding is about moving as fast as your creative ideas by using AI to build the exact agency tools you need. You can "vibe code" your creative agency workflow software in Softr by simply describing your workflow—such as 'I need a system where clients approve logos and my team tracks revision rounds'—to the AI Co-Builder. Softr then generates a production-ready agency app on a stable, secure foundation.
Unlike other tools that generate raw code that breaks easily, Softr handles the complex agency infrastructure—like file security, client authentication, and project permissions—natively. This gives you the speed of vibe coding without the technical debt of managing custom code. You describe the agency process, Softr builds the software, and it’s ready for your creative team and clients instantly.
Yes. You can manage multiple clients, internal creative departments, or external freelancers in a single software instance. Each user only sees the briefs, assets, and project timelines assigned to them based on their specific login and agency role. This is perfect for full-service agencies that need to keep client projects strictly partitioned while giving creative directors a bird's-eye view of all active work.
Yes, you can. You don't need an existing project management system to start building with Softr. If you're starting a new agency or moving away from manual tracking, you can use Softr Databases, which is built into the platform and handles everything from client contact info to high-res asset metadata.
However, if your agency already uses tools like Airtable for resource planning, HubSpot for CRM, or Google Sheets for media buying, you can connect those directly. You can even use the REST API to pull in data from creative tools. Either way, you have total control over how your agency's creative pipeline is structured and displayed.
Softr Databases is the recommended native data source for building creative agency workflow software. It offers the high performance and instant automation triggers required for fast-paced creative environments, ensuring your team isn't slowed down by laggy project updates.
If your agency data lives elsewhere, Softr also connects to 17+ external sources including Airtable, Google Sheets, HubSpot, SmartSuite, and SQL. You can even combine sources—for example, pulling your client list from HubSpot while managing active creative tasks in Softr Databases. Most sources support real-time, two-way sync, so when a project manager updates a deadline in the app, it updates in the backend automatically.
Yes, Softr gives you granular control over how different stakeholders interact with your agency software. You can tailor the layout and navigation to match your agency’s brand. Every dashboard or project view can be shown or hidden based on the user’s role, ensuring a junior designer sees their tasks while an Executive Producer sees budget overviews.
You can set up custom roles—such as Creative Director, Freelancer, or Client—and define exactly what each can view or edit. For instance, clients can be restricted to only viewing approved assets, while your internal team can manage the entire production calendar. This ensures your agency's internal processes stay private while offering a polished interface to your clients.
Yes, you can fully white-label your creative agency workflow software in Softr. Use your own agency logo, specific brand colors, custom typography, and a custom domain to ensure the software feels like a proprietary tool you built for your clients. You can also remove all Softr branding, providing a premium experience that reinforces your agency's professional identity.
Yes, you can. Softr provides the flexibility to design a creative agency workflow software that mirrors your team's specific output. You can adjust the visual theme, spacing, and page structure to create an inspiring environment for your creatives.
To organize your agency work, you can use various specialized blocks:
- Kanban or Table blocks – perfect for tracking design tasks from 'Concept' to 'Approved'.
- List or Card blocks – to showcase visual portfolio pieces or team member profiles.
- Detail View – to provide a deep dive into a single campaign brief or asset details.
- Forms – for internal project intake or client feedback sessions.
- Charts – to track agency utilization rates and project profitability.
- Calendar blocks – to visualize campaign launch dates and content schedules.
If your agency changes its process, you can easily tweak the design in the visual builder in real-time.
Softr is built to protect sensitive creative assets and client information. All project data is encrypted in transit and at rest, hosted on secure infrastructure. You have full control over permissions, enabling you to set visibility rules so that project files are only accessible to the authorized team members or clients.
For agencies using Softr Databases, data is stored in a secure EU-based environment with SOC 2 Type II compliance. If you connect to external sources like Airtable or SQL, Softr serves as the secure interface without storing the raw data on its end. Your agency maintains total control over intellectual property and sensitive campaign details through robust authentication and access control.
It is fully production-ready. Unlike many AI tools that generate 'vibe code'—which creates fragile, hard-to-maintain scripts—Softr builds your creative agency software on top of a resilient, enterprise-grade architecture.
We provide the essential agency features like secure file hosting, granular permissions for freelancers, and client authentication natively. This eliminates the 'Day Two' struggle of AI: you get the speed of instant generation for your project management needs without the risk of managing buggy, custom-coded infrastructure. Your agency software is ready for high-stakes client work from day one.
Softr is the first AI-native platform specifically designed for custom business software. While generic project management tools force your agency into their rigid structure, Softr's AI Co-Builder allows you to generate a system that flows exactly how your agency does in minutes, then refine it visually.
What sets it apart is the hybrid power: you get the agility of AI to build your database and logic, combined with the reliability of a platform that handles complex needs like client logins and asset permissions out of the box. It’s built for creative teams who need a professional, custom-branded solution without needing a dedicated IT department.
Yes. Softr supports powerful native workflows and integrations to bridge your agency software with the rest of your creative stack. You can automate repetitive tasks using Softr Workflows—like triggering an invoice in Stripe after a project is marked 'Complete' or alerting a Slack channel when a new brief arrives.
Softr also supports webhooks and a REST API, allowing you to connect to specialized creative tools or CRM platforms. Whether you need to sync project hours or push final files to a different storage system, you can build these automated agency workflows without writing any code.
Describe what you need. Softr's AI builds your agency's custom workflow software in minutes.