Build a digital marketing agency CRM with AI
Track leads, manage client contacts, and view performance in an AI-powered CRM built with AI to fit your agency's creative workflow.
Tailor your agency CRM to your needs
Customize your digital marketing agency CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and pipeline tracking
Client contact management
Campaign project boards
Automated client onboarding
AI-powered performance summaries
Billing and contract tracking
Unify your agency data in real time
Connect lead trackers, client contacts, and campaign boards with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give creative and sales team members tailored access and dashboards, so each role sees just the projects and leads they need.
User groups
Give creative and sales team members tailored access and dashboards, so each role sees just the projects and leads they need.
Automations
Streamline agency processes with Softr Workflows. Trigger native automations for client onboarding or status updates whenever a record is changed.
Works on any device
Access and update your digital marketing agency CRM on the go. All apps are mobile-ready out of the box for quick lead logging.
Easy, secure logins
Use Google, email, or SSO logins to give your agency team fast, secure access to client contact management—no IT tickets needed.
Security
Keep sensitive client data safe with SOC2 and GDPR compliance, plus fine-tuned access control to protect billing and contract information.
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 digital marketing agency CRM in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like automated onboarding, billing trackers, or campaign boards as your agency grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals or performance dashboards—all in one place, with no extra tools.
Generate a fully custom digital marketing agency CRM
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 digital marketing agency CRM in minutes
Describe what you need. Softr's AI builds your custom CRM in minutes without code.