Build a CRM for agencies, no code required
Manage deals, track leads, and view revenue dashboards in an AI-powered CRM for agencies built with AI to fit your firm's workflow.
Build exactly what your agency needs
Customize a CRM for agencies that looks sleek and modern out of the box. Add only the features you need, and iterate as your team's workflows evolve.
Lead and deal tracking
Client contact management
AI-powered lead enrichment
Agency revenue dashboards
Client portal access
AI conversational data queries
Bring all your project and lead data together
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency's workflows.
Give every user a custom, secure experience.
Give each lead, client, and team member the right access in a branded CRM for agencies. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Turn your CRM for agencies into a downloadable app in one click via Softr's PWA—ideal for managing leads on the go.
Works on any device
Softr apps are mobile-ready. Turn your CRM for agencies into a downloadable app in one click via Softr's PWA—ideal for managing leads on the go.
Automations
Build native automations to handle deal status updates, lead notifications, and data sync automatically whenever records are updated in your CRM.
User groups
Provide separate logins for account managers and partners, and create personalized dashboards for each team member within the CRM.
Advanced permissions
Apply rules for different user roles. Customize who can view budgets or edit lead info, keeping your agency's data granular and secure.
Security
Protect sensitive client and agency information. Softr is fully compliant with SOC2 and GDPR regulations to keep your firm's data safe.
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 CRM for agencies in minutes with AI—no manual dev time or complex configuration needed for your team.
Consolidate your stack
Add features like revenue tracking, client portals, or lead enrichment as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or forms—all in one place, with no extra tools to buy.
Generate a fully custom CRM for agencies with AI
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 CRM for agencies in minutes
Describe what you need. Softr's AI builds your custom CRM for agencies in minutes without code.