Build your own CRM for marketing agencies, no code required
Manage clients, track campaigns, and optimize workflows with a customizable CRM tailored to your marketing agency's needs.
Customize your CRM around your processes
Set up a CRM with only the features your marketing agency needs. Adapt views and workflows as your team grows, all without writing code.
Lead capture and management
Client onboarding process
Campaign tracking and reporting
Task assignment and tracking
Document and asset sharing
Invoice and payment management
Bring all your campaign data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize your agency's client and campaign workflows.
Custom access for every team. Built-in security, no dev time.
Give each marketing specialist the right tools and client access. Set up secure logins, user groups, and granular permissions—zero dev or IT required.
Advanced permissions
Give account managers, creatives, or admins customized dashboards so each role gets what they need.
User groups
Give account managers, creatives, or admins customized dashboards so each role gets what they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate client onboarding, follow-ups, and reporting.
Works on any device
Access and update client data from anywhere. Your CRM is mobile-ready for agency teams on the move.
Easy, secure logins
Let team members log in securely via Google, email, or SSO—no IT help needed.
Security
Protect sensitive client and campaign data. Softr is SOC2 and GDPR compliant with agency-grade security controls.
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Give agencies an AI assistant
Let your team ask AI about clients, campaigns, or leads and get instant answers—built into your CRM for quick decisions.
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 marketing CRM in minutes with drag-and-drop blocks and agency-ready templates.
Consolidate your stack
Add features like campaign tracking or client reporting as your agency’s needs change—no rebuild needed.
Flexible as you grow
Start with your CRM, then add client portals, briefs, or dashboards—all in one place, no extra tools.
Build a fully custom crm for marketing 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 marketing agencies today