Track project performance and monitor agency budgets in an AI-powered dashboard built with AI to fit your agency's unique workflow.




Customize a digital agency dashboard software that looks sleek out of the box. Add only the reporting features you need and iterate as you grow.



Connect spreadsheets, CRMs, and ad platforms with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency's reporting.
Give each strategist and account manager the right data and access. Set up secure logins, user groups, and granular permissions—no IT needed.
Give different creative and account teams tailored dashboards, let each role see just the project KPIs and resource plans they need to succeed.
Give different creative and account teams tailored dashboards, let each role see just the project KPIs and resource plans they need to succeed.
Streamline your agency processes with Softr Workflows. Trigger native notifications or status changes based on campaign insights or budget updates to keep operations smooth.
Access and update your agency dashboard on the go during client meetings. All reporting tools are mobile-ready out of the box.
Use Google, email, or SSO logins to give your agency team fast, secure access to campaign performance data—no IT tickets needed.
Keep client and proprietary agency data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your dashboard 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.

Build your agency dashboard in minutes with AI—no manual setup or complex visualization configuration needed.

Add features like project tracking, automated client reporting, or workload planning as your agency grows.

Start with a dashboard, then add client portals, forms, or asset management—all in one place with no extra tools.
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.
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.




Digital agency dashboard software is a secure, centralized hub where your clients and internal teams can monitor campaign performance, access project deliverables, and track real-time KPIs. Instead of relying on manual PDF reports or cluttered email threads, a dashboard keeps all client assets and data in one place. This transparency builds trust with your clients and streamline internal operations by providing a single source of truth for every account.
Softr is the first AI-native platform for building business software, making it uniquely suited for agencies that need to scale their reporting. You can describe your specific agency workflows to the AI Co-Builder to instantly generate your client database, reporting pages, and access logic—all fully connected and secure.
You don't need any coding knowledge to get started. You can generate your entire dashboard using AI, start with a template, or build a custom solution from scratch. Everything runs on Softr Databases, or you can seamlessly connect to external tools where your campaign data lives, such as Airtable, Google Sheets, or HubSpot. You have complete flexibility to customize the UI to match your agency's brand and define granular permissions for different client tiers.
You can integrate a variety of high-impact features into your agency dashboard to automate reporting and client management. A professional dashboard typically combines functional data blocks with AI capabilities:
- AI-Powered Intelligence – Use Ask AI to let clients query their performance data using natural language, or set up Database AI Agents to automatically summarize campaign results or suggest budget optimizations.
- Vibe Coding Blocks – Create bespoke UI elements—like custom visual progress trackers or interactive site audits—using the AI Code block to build exactly what your strategy requires.
- Softr Workflows – Set up native automations that trigger Slack notifications for your account managers or send automated email summaries when a monthly goal is achieved.
- Secure Client Logins – Manage access so each client only sees their specific campaign data and proprietary strategy documents.
- Data Collection Forms – Easily collect creative briefs, feedback, or approval signatures through integrated forms.
- Real-Time KPI Charts – Visualize SEO rankings, ad spend, and conversion rates with dynamic charts and summary cards.
- Advanced Filtering – Organize vast amounts of campaign data with searchable tables and Kanban boards for task tracking.
All these features are drag-and-drop, and if you need a truly unique metric visualization, uses the Vibe Coding block to generate it with AI.
Vibe coding allows you to move at the speed of your agency's growth by using AI to build tailored reporting tools. You can "vibe code" your digital agency dashboard software by describing your reporting requirements—like specific lead attribution views or budget trackers—to the AI Co-Builder. Softr then generates a production-ready dashboard on a stable, secure foundation.
Unlike other tools that generate disconnected code, Softr handles the foundational complexities—like secure client authentication, data relations, and hosting—natively. This gives you the rapid development benefits of vibe coding without the maintenance burden of raw code. You simply describe the agency experience you want, and Softr builds a scalable portal for your clients instantly.
Yes. You can manage an unlimited number of clients within a single dashboard application. By utilizing Softr's robust permission system, each client user only sees the specific campaign data, invoices, and project timelines assigned to them. This allows your agency to maintain a high-end, personalized brand experience for every client while managing everything from one centralized administrative backend.
Absolutely. You don't need an existing data infrastructure to start building your agency dashboard. If you're building a new reporting process, you can use Softr Databases, which is built into the platform and designed to handle relational data like linking "Clients" to "Campaign Tasks."
If you do have data residing in tools like Airtable, Google Sheets, HubSpot, or SQL databases, you can connect those as well. You can even use the REST API to pull in data from marketing platforms. Whether your data is internal or external, you have total control over how those insights are displayed to your clients.
Softr Databases is the recommended native data source for digital agency dashboards. It is optimized for high-performance business apps, offering instant automation triggers and a fast experience for clients checking their stats on the go.
Softr also connects to over 17 external data sources to sync with your existing stack. You can pull campaign data from Airtable, Google Sheets, HubSpot, SmartSuite, or BigQuery. You can even combine sources in one app—for example, pulling financial data from HubSpot and project tasks from Softr Databases into a single client view. Most sources support real-time, two-way sync, ensuring your clients always see the latest numbers.
Yes, Softr provides granular control over the client experience. You can customize the reporting layout, navigation menus, and content to align with your agency's specific service offerings. Every block or page can be conditionally displayed based on the user's role, ensuring that a "Gold Tier" client sees more advanced analytics than a "Basic Tier" client.
You can define roles such as Agency Admin, Account Manager, or Client Viewer, and set precise editing rights. For instance, clients might have "view-only" access to their SEO metrics but can "edit" or upload assets to a Creative Brief form. This level of customization ensures a secure and professional environment even when managing dozens of different stakeholders in one app.
Yes, you can fully white-label your digital agency dashboard software. To maintain a professional image, you can use your own agency logo, brand colors, custom typography, and host the dashboard on your own custom domain (e.g., portal.youragency.com). You can also remove all Softr branding to provide a seamless brand experience that looks like a proprietary tool you built in-house.
Yes, Softr offers extensive design flexibility. You can adjust the visual identity of your agency dashboard—including colors, spacing, and page structure—to match your brand guidelines. You have the power to decide exactly which blocks appear on each client page and how data is presented.
To effectively display agency metrics, you can choose from various block types:
- Table blocks – for detailed line items like ad spend or backlink lists.
- List/Card blocks – to showcase team members, service packages, or creative assets.
- Detail Views – for comprehensive deep-dives into a specific monthly report.
- Forms – for client onboarding and project intake.
- Charts – for visual breakdowns of ROI, traffic, and lead growth.
- Calendar blocks – to track content schedules and social media postings.
If your agency changes its reporting style, you can easily update the layout in the visual editor without needing to redeploy code.
Softr is engineered with high-level security for sensitive agency and client data. All information is encrypted in transit via TLS and at rest, and apps are hosted on world-class secure infrastructure. You retain full control over data visibility through role-based permissions and global app restrictions.
For dashboards using Softr Databases, data is stored in a secure SOC 2 Type II compliant environment in Germany. If you choose to connect external sources like Airtable or SQL, Softr doesn't store that data persistently; it simply fetches and displays it in real-time based on your specific access rules. You are always the owner of your data and can manage user authentication through secure industry-standard methods.
It is fully production-ready from day one. Unlike basic AI tools that generate unmanaged code which is prone to breaking, Softr builds your agency dashboard on a battle-tested, business-grade infrastructure.
We handle the critical "back-office" tasks natively—such as client authentication, secure hosting, and complex permissions—so you don't have to worry about security vulnerabilities. This approach solves the reliability issues common with AI-generated apps; you get an instant, custom reporting tool that is scalable and secure enough to share with your most important clients immediately.
Softr is the first AI-native platform specifically designed for business software. While traditional no-code tools often require months of manual configuration and "vibe coding" tools can create unmaintainable code, Softr's AI Co-Builder generates apps on top of a secure, production-grade foundation.
The key advantage is the hybrid methodology: use AI to generate your agency database and UI in minutes, then use the visual drag-and-drop editor for pixel-perfect adjustments. You receive the speed of AI combined with the reliability of built-in business features like roles and hosting. It’s built for agencies that need to move from a reporting concept to a live client portal in hours, not weeks.
Yes. Softr supports robust native workflows and integrations to ensure your dashboard connects with your agency's wider tech stack. You can automate internal tasks using Softr Workflows, or connect to tools like Stripe for billing and Intercom for client support. Softr also supports webhooks and a REST API for syncing data with specialized marketing tools.
Whether you need to automatically generate an invoice after a performance milestone or sync new leads from a CRM into the client's view, you can build these automated bridges without writing any code.
Describe your agency's workflow and Softr's AI builds your dashboard in minutes. No dev time needed.