Build your own CRM for creative agencies, no code required
Manage projects, track client interactions, and streamline workflows with a customizable CRM tailored to your creative agency's needs.
Customize your CRM around your processes
Design a CRM that fits your creative agency’s unique workflow. Add only the views and features your team needs, and adapt as projects change.
Lead capture and qualification
Project pipeline management
Client communication log
Resource and task allocation
File sharing and approvals
Invoice and payment tracking
Bring all your project data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a unified source of truth for your agency.
Custom access for every team. Built-in security, no dev time.
Empower your creative agency with secure, role-based access. Set up branded logins, user groups, and granular permissions—no IT help required.
Advanced permissions
Give account managers, designers, and strategists tailored dashboards—each role sees just what they need for their workflow.
User groups
Give account managers, designers, and strategists tailored dashboards—each role sees just what they need for their workflow.
Automations
Connect with tools like Make, Zapier, or N8N to automate client onboarding, project updates, or task assignments.
Works on any device
Manage your agency’s CRM on desktop or mobile. All apps are mobile-ready out of the box for creative teams on the go.
Easy, secure logins
Let your team log in quickly with Google, email, or SSO. Fast, secure access without extra IT requests.
Security
Keep client data and projects safe with SOC2 and GDPR compliance, plus fine-tuned access control for agencies.
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Give agencies an AI teammate
Let your team ask AI for client details or project insights—instant answers, 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 creative-ready templates.
Consolidate your stack
Easily add project tracking, client feedback, or new workflows as your agency scales.
Flexible as you grow
Start with a CRM, then add client portals, project dashboards, or forms—all in one place.
Build a fully custom CRM for creative 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 creative agencies today