Build your creative CRM, no code required
Manage your agency's pipeline, client intake, and briefs in an AI-powered creative CRM built with AI to fit your unique design workflow.
Build exactly what your agency needs
Customize your creative CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Creative pipeline & stage tracking
Account & contact management
Client intake & brief forms
AI-powered creative insights
Project asset & file uploads
Automated status notifications
Bring all your agency data together in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so each role sees just the projects and briefs that matter to them.
User groups
Give different team members tailored access and dashboards, so each role sees just the projects and briefs that matter to them.
Automations
Streamline your internal processes with Softr Workflows. Trigger native automations based on status updates or asset uploads to keep creative operations running smoothly.
Works on any device
Access and update your creative CRM on the go. Review briefs and approve stages from any device—all apps are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your creative team fast, secure access—no IT tickets needed.
Security
Keep internal data and client assets safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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
Build your creative CRM in minutes with AI—no manual setup needed for your agency's pipeline.
Consolidate your stack
Add features like client brief forms, asset uploads, or approval stages as your workflows evolve.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or forms—all in one place with no extra tools.
Generate a fully custom creative CRM with AI in minutes
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.
The go-to platform for business operations
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.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your creative CRM in minutes
Describe what you need. Softr's AI builds it in minutes. Get started free. No setup time, no dev needed.