Manage projects, streamline workflows, and enhance team collaboration with a customizable app tailored for your digital agency's needs.


Build a management platform that matches your agency processes. Add only the views and features you need, and update as your team evolves.
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Empower your agency with tailored access for every department. Set up secure logins, user groups, and detailed permissions—no IT support needed.
Give different agency roles customized dashboards and access, so creatives, account managers, and admins see what they need.
Give different agency roles customized dashboards and access, so creatives, account managers, and admins see what they need.
Connect with tools like Make, Zapier, or N8N to automate project updates, invoicing, or client onboarding.
Manage your agency’s workflows anywhere—on desktop or mobile. All apps are mobile-ready out of the box.
Use Google, email, or SSO logins to give your agency team secure, instant access to the platform.
Safeguard client and agency data with SOC2 and GDPR compliance, plus fine-tuned access controls for each team.
Let your team ask AI about projects, clients, or tasks—answers appear instantly inside your management software or portal.
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.
Launch your digital agency ERP in minutes—no dev time or design skills needed.
Easily add project tracking, invoicing, or client management as your agency scales.
Manage projects, clients, and finances—all in one place, with no extra tools or logins.
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.












Digital agency management software is a centralized platform designed to help agencies streamline project management, client communications, team collaboration, and resource tracking. It provides a secure space for your team and agency clients to log in, share updates, access tasks, deliverables, and timelines. By keeping all your agency’s workflows organized in one place, it reduces reliance on scattered emails or spreadsheets, making it easier to manage projects and deliver a professional experience to your agency’s clients.
Softr makes it simple to build digital agency management software that matches your agency’s unique processes. You can connect existing data sources—like Airtable, HubSpot, Notion, monday.com, SQL, and more—so your team and clients can view project updates, submit requests, share files, and collaborate, all in one secure hub.
There’s no coding required. Start with a template or create your own workspace, customize the layout, set visibility rules for different roles, and brand it to reflect your agency. It’s quick to set up, easy to maintain, and flexible enough to scale as your agency grows. This means your whole operation stays organized and your agency looks polished.
You can build a variety of features into your digital agency management software to fit how your agency operates. Common features include:
\- User logins – so each client and team member can securely access their own dashboard
\- Custom dashboards – to track project statuses, deliverables, invoices, or feedback
\- Forms – for client onboarding, project briefs, or change requests
\- File sharing – for uploading and downloading contracts, creative assets, or reports
\- Search and filters – to help users quickly find projects, files, or communications
\- Tables, lists, and detail views – to manage campaigns, tasks, or milestones
\- Comments or status updates – for centralized communication on deliverables
\- Charts – to visualize project progress, budgets, or timelines
\- Calendar view – for meetings, deadlines, or key milestones
\- Permissions and roles – so clients, project managers, and team members only see what’s relevant to them
All these features can be added using Softr’s drag-and-drop interface, so you don’t need to code. If your agency’s needs change, it’s simple to update your software as you go.
No coding is required. You can build your digital agency management software entirely with Softr’s visual editor. Everything from the interface to the permissions system can be customized without writing a single line of code.
Yes, you can manage multiple clients or creative teams within the same digital agency management software. Each user—whether a client, project manager, or team member—only sees the projects and data assigned to them, based on their login and role. This makes it easy for agencies to collaborate on different accounts while keeping information organized and secure for each stakeholder.
Softr supports a broad range of data sources, perfect for digital agency management needs. 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 also integrate additional data sources using the REST API. This means you can centralize client data, project tasks, and communications across multiple sources in one software dashboard, with most integrations supporting real-time, two-way sync for accurate agency operations.
Absolutely! Softr gives you full control over the user experience and permissions within your digital agency management software. You can tailor the interface, navigation, and project views to match your agency’s branding and workflow. Each page or section can be shown or hidden depending on who’s logged in, so clients only see their own projects and assets, while your internal teams can manage agency-wide tasks and client records.
User roles like client, team member, or admin can be set up with specific permissions for viewing or editing content. You can also create custom filtered views based on the logged-in user, keeping everything organized and secure for every agency stakeholder.
Yes, you can. You don’t need to have existing data in another platform to start using Softr for your agency management workflows. If you’re starting from scratch, you can use Softr Databases, which is built right into the platform and integrates seamlessly with your digital agency management software. If you already have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can even bring in data from other sources with the REST API connector, giving you complete flexibility in how you organize and display agency data.
Yes, you can fully white-label your digital agency management software in Softr. You can incorporate your own logo, agency brand colors, fonts, and a custom domain to ensure the platform feels like a seamless extension of your agency. All Softr branding can be removed, so your team and clients only see your agency’s identity throughout the management experience.
Absolutely. Softr offers extensive flexibility so you can control both the design and layout of your digital agency management software. You can tweak colors, fonts, spacing, and overall page structure to align with your agency’s brand. You choose how each page is organized, decide which blocks appear where, and set up what your team members or clients see when they log in.
To manage and display your agency’s data, you can use different block types depending on your needs:
\- Table blocks – for structured data like project pipelines, invoices, or resource allocation
\- List or Card blocks – to highlight client accounts, service offerings, or key contacts
\- Detail View – to showcase individual records like campaign details or client dashboards
\- Forms – for feedback collection or internal requests
\- Charts – to visualize KPIs and performance metrics
\- Calendar blocks – to track deadlines, meetings, or project milestones
If your agency’s requirements change, it’s easy to update the design right in the visual builder.
Softr is built with security at its core. All data is encrypted in transit (TLS) and at rest, and your digital agency management software is hosted on secure, reliable infrastructure. You have granular control over user access by setting up role-based permissions, managing users within your data source, setting visibility rules, and applying global restrictions to safeguard sensitive agency data across the platform.
If your software connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your configured permissions. You always control your data and determine who can view or edit it.
Softr also adheres to industry best practices for authentication, access control, and platform monitoring to keep your agency’s information safe.
You can get started at no cost. Softr’s Free plan lets you publish one digital agency management workspace with up to 10 app users and 2 user groups, supporting all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your agency needs more users or advanced features, you can explore the paid plans for additional capabilities. Details on each plan can be found here: <http://softr.io/pricing>
Softr is designed to make it easy for agencies to build fully functional, user-facing apps—such as digital agency management software, internal tools, or client portals—without writing code or hiring developers. What sets Softr apart is the speed at which you can transition from an idea to a working app, plus the seamless integration with your existing agency data.
While some no-code tools focus on mobile apps (like Glide) or are geared toward developers (like Retool), Softr is perfect for non-technical agency teams who want control over layout, user experience, and permission settings. You can build digital agency management software on top of live data from Airtable, Google Sheets, Softr Databases, or SQL, and deliver a secure, branded experience for your team and clients.
Everything can be customized visually—from content to design to user roles. Plus, with built-in roles, forms, logic, and API support, you won’t need multiple tools to create a polished solution.
Yes. Softr supports a wide range of integrations, allowing your digital agency management software to connect seamlessly with your existing tech stack. You can integrate with tools like Stripe for payments, Intercom for chat, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automation.
Whether you want to push data to other platforms, trigger automations based on actions within your agency software, or display data from external systems, you can set it all up—no coding required.