Manage customer interactions and schedule posts seamlessly with a customizable CRM designed for your social media management needs.


Set up a social media management CRM that matches your team’s needs. Add only the features you use and adapt your setup as your processes grow.
Connect spreadsheets, CRM tools, and social media platforms with real-time sync—or manage everything in Softr Databases. Centralize your audience and engagement data.
Give your social media team the right tools and permissions to manage campaigns, track engagement, and collaborate efficiently—no IT help required.
Create tailored access for managers, content creators, and analysts, so each role sees the tools and data they need.
Create tailored access for managers, content creators, and analysts, so each role sees the tools and data they need.
Connect with tools like Make, Zapier, or N8N to automate campaign reports, post scheduling, and team notifications.
Manage campaigns and review analytics on the go. Your CRM is fully mobile-ready from day one.
Let your team sign in with Google, email, or SSO for quick, secure access to all social media tasks.
Protect campaign data and client accounts with SOC2 and GDPR compliance, plus robust access controls.
Marketers can ask AI about campaigns or leads and get fast answers, right inside your CRM social media management app with Softr.
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.
Get your social media management CRM live in minutes with drag-and-drop blocks and ready templates.
Easily add campaign tracking, team workflows, or integrations as your social media needs change.
Manage clients, content calendars, and analytics—all in one CRM, no extra tools required.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A CRM social media management portal is a secure platform where your team and clients can log in to access all their social media campaigns, scheduled posts, analytics, and communication in one place. It centralizes social media activities, making it easy to manage content calendars, review performance, and collaborate on strategies—eliminating the need for scattered emails, spreadsheets, or multiple tools.
Softr makes it simple to create a CRM social media management portal that fits the unique needs of your marketing team or agency. You can integrate data from tools like Airtable, Hubspot, Notion, monday.com, and SQL, allowing your team and clients to log in, review campaign updates, approve posts, submit content requests, and access analytics—all in one organized space.
No coding is needed. You can use a template or start from scratch, customize the layout, manage user access, and brand the portal to match your agency’s style. It’s fast to set up, easy to update, and scalable as your social media management needs grow.
You can include a wide range of features in your CRM social media management portal to support your workflow. Some popular options include:
\- User logins – so each client or team member can access their own campaigns
\- Custom dashboards – to show campaign performance, scheduled posts, or analytics
\- Content approval workflows – for clients to review and approve social posts
\- Forms – for submitting content requests, feedback, or campaign briefs
\- File sharing – for uploading images, videos, and creative assets
\- Search and filters – to quickly find posts or campaigns by status, date, or platform
\- Tables, lists, and detail views – for tracking content calendars, tasks, or approvals
\- Comments or status updates – to streamline collaboration and communication
\- Charts – to visualize engagement, reach, or follower growth
\- Calendar view – for managing posting schedules or campaign deadlines
\- Permissions and roles – so clients, managers, and team members see only what’s relevant to them
All features can be built using Softr’s drag-and-drop blocks, so you don’t need to code. If your social media management process changes, you can update the portal anytime.
No coding is required. You can build your CRM social media management portal entirely with Softr’s visual editor. Everything—from the layout to user permissions—can be tailored to your needs without writing a single line of code.
Yes. You can manage multiple brands, clients, or social media teams within a single crm social media management portal. Each user will only see the campaigns, analytics, and content assigned to them, based on their login and role. This makes it ideal for agencies, social media managers, or any team handling multiple social media accounts for different stakeholders.
Softr supports a wide range of data sources for your crm social media management portal. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can even integrate data from other sources using the REST API.
You’re not limited to just one. You can pull in data from multiple sources in the same portal—so, for example, your social media management dashboard can display campaign data from Airtable alongside analytics from HubSpot. Most sources support real-time, two-way sync, so any changes you make in your portal or data source stay in sync automatically.
Yes, Softr gives you complete control over the user experience in your crm social media management portal. You can fine-tune the layout, navigation, and page content to fit your agency’s workflow and brand. Each page or block can be shown or hidden based on who’s logged in, so every team or client only sees what’s relevant to them.
You can also define different user roles, such as client, social media manager, or admin—specifying exactly what each role can view or edit. For example, clients might see only their own campaign reports, while managers can oversee all projects. You can even set up filtered views to personalize dashboards for each user.
This flexibility is especially helpful when managing multiple clients, brands, or social media teams in one portal, keeping things organized, secure, and tailored to each user’s needs.
Absolutely. You don’t need to have your data stored elsewhere to get started with your crm social media management portal in Softr. If you’re starting fresh, you can use Softr Databases, which is integrated into the platform and works seamlessly with the portal you build.
If you already have campaign data, client lists, or content calendars in Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can easily connect those as well. The REST API connector also lets you bring in data from other platforms. Either way, you have full control over how your social media data is organized and displayed.
Yes, you can fully white-label your crm social media management platform built with Softr. You can apply your own logo, brand colors, fonts, and a custom domain to ensure your platform reflects your agency or company's identity. All Softr branding can be removed, so your team and clients experience your crm social media management tool as an extension of your brand.
Absolutely. Softr gives you extensive flexibility to control both the design and layout of your crm social media management platform. You can tailor colors, fonts, spacing, and page structure to match your brand or agency’s style. You decide how each page appears, where content blocks are placed, and what each user role can see when they log in.
To manage your social media workflows and data, you can use different types of blocks:
\- Table blocks – to display structured data like content calendars, campaign lists, or social media post schedules
\- List or Card blocks – to feature social profiles, client campaigns, or analytics summaries
\- Detail View – to drill into a single campaign or post performance
\- Forms – for content requests or feedback
\- Charts – to showcase engagement metrics or campaign results
\- Calendar blocks – for planning and scheduling posts
If your needs change, it’s easy to update your platform using Softr’s visual editor.
Softr is designed with security as a priority. All data in your crm social media management platform is encrypted in transit (TLS) and at rest, hosted on secure and reliable infrastructure. You have full control over user permissions, so you can decide who can view or edit campaign data, content schedules, and analytics. Role-based access, user management, and visibility rules help you protect sensitive information across your social media management workspace.
If you connect to external data sources like Airtable, Notion, or SQL, Softr doesn't store your data—instead, it displays real-time information based on your permissions. You remain in full control of your data, ensuring only authorized users access it.
Softr also adheres to industry best practices for authentication, access control, and monitoring, helping keep your crm social media management data safe.
You can start for free. Softr’s Free plan lets you publish one crm social media management app with up to 10 users and 2 user groups, and supports major data sources like Softr Databases, Airtable, Google Sheets, and more.
If your social media management platform requires more users, advanced features, or integrations, you can explore Softr’s paid plans for additional capabilities tailored to larger teams or agencies.
Softr is built to make it simple to create fully functional, user-facing apps—like crm social media management platforms—without needing to code or rely on developers. What really sets Softr apart is how quickly you can launch a professional tool for your team or clients, connected to your existing data sources.
Unlike many no-code tools focused on mobile apps or developer-centric interfaces, Softr emphasizes ease of use for non-technical users. You get full control over layout, user experience, and permissions for your crm social media management platform. You can build directly on top of real-time data from sources like Airtable, Google Sheets, Softr Databases, or SQL.
With native features like user roles, forms, conditional logic, and API support, you can create a branded, secure crm social media management solution without having to stitch together multiple third-party tools.
Yes, Softr supports a wide array of integrations so you can connect your crm social media management platform to the rest of your tech stack. Sync with tools like Slack for notifications, use Zapier, Make, or N8N to automate posting or reporting workflows, and connect with analytics platforms for deeper insights. Softr also provides REST API and webhook support for advanced automation.
Whether you want to automate social content scheduling, trigger notifications, or pull in campaign performance data from other platforms, you can integrate all these workflows into your crm social media management app without writing code.