Build your CRM for web design agencies
Track leads, manage project approvals, and view revenue in an AI-powered CRM built with AI you customize to fit your agency workflow.
Tailor your CRM for web design agencies
Customize your CRM for web design agencies with exactly the design approval cycles and file tracking views your team needs—no code required.
Lead and pipeline tracking
Client and contact management
Project design approvals
Contract and file uploads
Revenue and invoice tracking
AI-powered lead insights
Unify your agency data in real time
Connect Google Sheets, Airtable, or other systems with real-time sync—or manage projects and leads in Softr Databases. Create a single source of truth for your agency.
Custom access for every team. Built-in security.
Give each designer, manager, and accountant the right access. Set up secure logins and permissions without any IT support or dev work needed.
Advanced permissions
Give designers and sales reps tailored roles and dashboards, so your creative team sees just the projects and approvals they need.
User groups
Give designers and sales reps tailored roles and dashboards, so your creative team sees just the projects and approvals they need.
Automations
Streamline your agency with Softr Workflows. Trigger native notifications when a design is approved or a lead moves to the contract stage.
Works on any device
Access and update your agency CRM on the go. Update lead status or review client feedback on any device out of the box.
Easy, secure logins
Use Google or email logins to give your design team fast, secure access to the CRM—no IT tickets or complex passwords needed.
Security
Keep client data and sensitive agency contracts safe with SOC2 and GDPR compliance, plus fine-tuned access control for every folder.
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 web design agencies in minutes with AI. No complex configuration needed—just describe it.
Consolidate your stack
Add features like design approval portals or invoice tracking as your agency grows—without starting from scratch.
Flexible as you grow
Start with a CRM, then add client portals or team dashboards—all in one place, with no extra tools to buy.
Generate a fully custom CRM for web design agencies
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 web design agencies
Launch faster with a CRM built for your agency's creative workflow. Get started for free today.