Build crm for advertising agencies, no code required
Manage campaigns, track client interactions, and optimize workflows with a customizable CRM tailored to your advertising agency's needs.
Build exactly what your team needs
Customize your CRM with just the features and views your agency needs today. Easily adapt your setup as client and campaign needs change over time.
Lead and client management
Campaign tracking and reporting
Proposal and contract management
Task and project assignments
Communication and activity logs
Invoice and payment tracking
Bring all your client and campaign data together
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. One source of truth for your agency's workflows.
Custom access for every team. Built-in security, no dev time.
Empower your ad agency teams with the right tools and secure access. Manage campaigns, clients, and workflows using tailored permissions—no IT support required.
Advanced permissions
Give account managers, creatives, and leadership tailored dashboards so each team member sees only what matters to them.
User groups
Give account managers, creatives, and leadership tailored dashboards so each team member sees only what matters to them.
Automations
Connect with tools like Make, Zapier, or N8N to automate client onboarding, campaign updates, and reporting.
Works on any device
Access and update your CRM on the go. Stay connected to clients and campaigns from any device.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to client and project data.
Security
Protect sensitive client information and agency data with SOC2 and GDPR compliance and robust access controls.
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Put AI to work for agencies
Agency teams can get instant answers about clients, campaigns, or deals—right inside your CRM with Softr’s built-in AI.
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
Launch your agency CRM in minutes with drag-and-drop blocks and tailored templates.
Consolidate your stack
Add client pipelines, campaign tracking, or reporting as your agency grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, project dashboards, or briefs—all in one place.
Build a fully custom CRM for advertising agencies in minutes
Connect to your data in seconds
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.
Customize layout and logic
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.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your CRM for advertising agencies today